Customisation
It should fit you, not the other way around
Your logo, your job statuses, your rules. Teamsmith bends to fit the way your business already works, instead of making you work its way.
Branding
Every document looks like it came from you
Upload your logo, set your colours, and add your own footer. Every quote, invoice and work order you send picks it up automatically. Your client sees your business, not ours.
- Your logo and brand colours on every quote, invoice and work order PDF
- Your own footer block for licence numbers, insurance details or the fine print
- Live preview, so you see exactly what lands in the client’s inbox before you send it
- Set it up once in a couple of minutes, and never think about it again
Your Workflow
Statuses and job types that match your trade
Nobody’s business runs on someone else’s dropdown. Name your own job statuses and types, pick your colours, choose what shows on the dashboard, and set the numbering your bookkeeper already recognises.
- Your own job statuses with colours, ordering and dashboard visibility
- Your own job types, so “Warranty” and “Make-good” aren’t crammed into “Other”
- Job, quote and work order prefixes and numbering, matched to your existing paperwork
- Default hourly rate, work day hours, plus your own task and appointment statuses
Permissions
Everyone sees exactly what they should
Build your own permission profiles instead of picking from three fixed roles. Start from a template, then set view, create and delete on every area of the business, one by one.
- Your own named profiles: field crew, office, subbie coordinator, whatever you call them
- View, create/edit and delete controlled separately across eleven areas of the app
- Keep job costs and billing out of the field crew’s view without locking them out of work
- Start from an Administrator, Manager, Field Staff or Read-only template and fine-tune
Forms & Reports
Build the bits we didn’t think of
When the built-in tools don’t ask your question, build your own. A drag-and-drop form builder for the paperwork your trade needs, and a report builder for the numbers nobody else thought to show you.
- Drag-and-drop forms with photos, signatures, dropdowns and conditional questions
- Nineteen starter templates for intake, inspection, safety, handover and insurance
- Custom reports across jobs, invoices, quotes, work orders, time and appointments
- Pick your columns, filters and grouping, then save the report so it’s there next time
