User Personas: Admin
Company Settings is where you set the defaults your whole organization runs on: cost codes, labor rates, document numbering, disclaimer text, retainage. Get these right once and every project you create afterwards starts from the right place.
The one rule to understand before you change anything here is that these are defaults at the time a project is created. Changing a company setting today does not reach back into projects that already exist.
To perform the actions described in this article, you must have the Company - Settings, Company - Labor Classes, and Company - Cost Codes permissions.
Use the links below to jump to a topic:
- Settings Reference
- Edit Company Settings
- Company Information
- General Preferences
- Cost Codes
- Timecard Preferences
- Tags Management
- Market Areas
- Labor Rates
- Documents
- API
- FAQ
- Permissions
Settings Reference
Settings area |
What it controls | Where to learn more |
Company Information |
Your company name, address, and contact details. | Company Information |
General Preferences |
Your company logo, as it appears on documents and pages. | General Preferences |
Cost Codes |
The company cost code list that project cost codes are built from. | Cost Codes Setup |
Timecard Preferences |
Payroll week ending, and which crew hour fields appear on Daily Reports. | Timecard Preferences |
User Administration | ||
Users |
Managing your Users | Create and Manage Users and Crew Members |
Permission Groups |
Managing and setting your permission groups | Set Up User Permissions and Permission Group Descriptions |
Resources | ||
Contacts |
Your address book of company and project contacts and AP Vendors to use in correspondence throughout eSUB | Create and Manage Contacts |
Crew Members |
Managing your employees or crew members | Create and Manage Users and Crew Members |
Documents | ||
Various |
Per-document-type defaults: numbering, disclaimers, edit windows, retainage. | Documents |
Tags Management | ||
Tags Management |
The tags available on Daily Reports and Field Notes. | Keyword Setup |
Units of Measure |
The units you estimate and track production against. | Units of Measure |
Hierarchy | ||
Market Areas |
The business segments you group projects into, and who can see what. | Market Areas and Market Area Visibility: Who Sees What |
Rates | ||
Labor Rates |
Labor Classes and the Rate Templates that price them. | Labor Rates Setup |
Integration | ||
Accounting |
Enabling and additional settings for your accounting integration. | QuickBooks® Online Integration Overview |
API |
How documents are handed to an integration, and your API credentials. | API and Public API - Getting Started |
Edit Company Settings
- Select Settings on the global navigation menu, then select an option from the slide-out menu.
- Select Edit on the action button and make your changes.
- Select Save when finished.
Company Information
Your Company Profile holds your company name, address, phone, and fax number. This information appears on documents you send out, and it can only be changed by eSUB Client Services. Contact support@esub.com if your company details have changed.
General Preferences
Upload your Company Logo here so it appears on documents and pages throughout eSUB Fusion. Accepted file types are PNG and JPG.
Cost Codes
Cost Codes break a project's expenses into activities and cost categories, and they are what makes job cost reporting useful rather than approximate.
Your organization has one company Cost Code list, managed here. Each project then gets its own list built from the company list, and a project manager can rename or modify codes on a single job without affecting the company list.
See the Cost Codes Setup article for the company list, and the Project Settings article for project-level cost codes.
Timecard Preferences
Setting |
What it does |
Default - Week Ending |
Sets the default week-ending day for your payroll. |
Crew Time Entry |
Controls which fields are available when entering crew hours on Daily Reports: Overtime (OT), Double Time (DT), Shift, and Labor Class Override. Only relevant if the Crews tab is enabled for Daily Reports. See Daily Reports and Time Management for more information on these options. |
| Disabling Labor Class Override removes a foreman's ability to override a crew member's standard pay rate on a Daily Report. Turn it off if you want rates locked to the crew member's assigned class. |
Tags Management
Keywords
Keywords are configurable tags added to Daily Reports and Field Notes, so that issues and setbacks can be flagged consistently and reported on. Every organization starts with a preloaded set that you can add to, rename, or retire.
See the Keyword Setup article for the procedures, and the Strategic Use of Keywords article for how to get value out of them.
Units of Measure
Units let you define, estimate, and track production for each job. Every account includes default values that cannot be deleted, and you can add, edit, or delete custom units as needed.
- Select Settings on the global navigation menu, then select Units of Measure under Tags Management.
- Select Edit on the action button.
- To add a unit, select + Add Row and enter its details. To edit one, use the inline fields. To delete one, select the Delete icon.
- Select Save when finished.
Market Areas
Market Areas let you define one global list of business segments, such as Commercial, Healthcare, or Education, and assign them to your projects. Once assigned, you can filter and group reporting by market area to see how each part of your portfolio is performing.
Market areas also affect visibility. A user can be assigned market areas, and that assignment narrows the data they work with. Assigning market areas across live jobs is therefore not only a reporting decision, and it is worth understanding the scoping before you roll them out.
You can create market areas here, then assign them to projects either from the Assign tab under Market Areas or from a project's own Project Info page. Crew Members, Users, and Contacts can also be bulk-assigned here.
See the Market Areas article for creating and assigning them, and the Market Area Visibility: Who Sees What article for what market areas do and do not scope.
Labor Rates
Labor Rates cover the Labor Classes your company employs and the Rate Templates that price them, so a prevailing-wage job and a private job do not have to share one rate sheet.
See the Labor Rates Setup article for more guidance.
Documents
Document settings set the default values for each document type across all your projects. Where one job needs something different, override it in that project's settings.
See the Project Settings article for the project-level equivalents.
Daily Reports
Setting |
What it does |
Display |
Enables or disables the Comments and Crews tabs on Daily Reports. |
Edit Window |
Locks a Daily Report from editing once the specified number of days has elapsed. |
Comments |
Selects and renames the comment boxes that appear on the Comments tab. |
| Renaming comment boxes affects all historical and future Daily Reports, not just new ones. This is the one Daily Report setting that reaches backwards, so rename for clarity rather than repurposing a box. |
See the Daily Reports article for more information.
Requests for Information
RFI PDF Instructions is customizable text that appears on the RFI PDF.
See the Requests For Information article.
Change Order Requests
Reservation of Rights is customizable text that appears on the COR PDF. You can choose to omit it each time a COR is downloaded as a PDF or emailed.
See the Change Order Requests article.
Progress Billing
Default Retainage % sets the retainage your progress billings start from.
Three things follow from it, and they are worth knowing before you change it:
- When a progress billing is created, its retainage comes from the project value if one is set, otherwise the company value if one is set, otherwise 10%.
- A newly created project inherits the company value as its own project-level default.
- The value applies to newly created progress billings only. Documents that already exist are not changed.
| Set this before you create the projects, not after. Because the value is inherited at project creation, changing it later leaves you editing every existing job by hand. |
See the SOV & Progress Billing article.
Purchase Orders
Setting |
What it does |
Purchase Order Numbering |
Sets the default numbering convention for Purchase Orders using auto-generated numbers. |
Custom Disclaimer |
Customizable text that appears on the Purchase Order PDF. You can omit it each time a PO is downloaded as a PDF or emailed. |
See the Purchase Orders article.
Drawings
Customize your drawing discipline list to match how your company actually tags sheets. You can add your own disciplines and make the predefined ones unavailable to keep the drop-down menu short.
See the Sheets: Viewing, Uploading, and Managing article.
| Renaming a custom discipline does not update sheets already tagged with it. Those sheets keep the old name until you edit them individually, so settle your discipline names before you tag a set of drawings. |
API
The API section under Settings then Integrations controls how documents are handed off to an integration, and holds your organization's API credentials.
It appears only for companies with the API module enabled, and only for users who hold the Integrations API - API Settings permission. If you do not see it, one of those two is missing.
API Settings is split across tabs, including general API Settings, document specific settings, and the Error Log.
See the Public API - Getting Started article for using the API itself.
FAQ
I changed a setting and nothing happened on my projects.
That is expected. Company settings are the defaults applied when a project is created. Existing projects keep whatever they were created with, so to change them you edit each project under its own settings. See the Project Settings article.
What wins, the company setting or the project setting?
The project setting. The company value is a starting point; once a project has its own value, that is what gets used. Retainage is the clearest example: a progress billing takes the project value if one is set, otherwise the company value, otherwise 10%.
How do I change our company name or address?
Contact support@esub.com. Company Profile details are changed by eSUB Client Services rather than in the application, because they appear on documents you send to other parties.
I do not see an API section.
The API section requires two things: your organization must have the API module enabled, and you must hold the Integrations API - API Settings permission. An administrator can confirm the permission; the module is enabled at the account level.
Permissions
Permission |
What it allows |
| Company - Settings → Company Settings | Update the Company Logo, Timecard Preferences, Tags, Units of Measure, and default document settings. See Company Settings. This permission is also required to access Company - Cost Codes and Company - Labor Classes. |
| Company - Cost Codes → General Permissions | Create and manage company-level cost codes. All cost codes are created at the company level and then activated per project as needed. See Cost Codes. Requires Company - Settings. |
| Company - Labor Classes → General Permissions | Create and manage Crew Member labor classes. See Labor Classes. Requires Company - Settings. View is needed to see Labor Classes in Daily Reports and Change Orders. |
Company - Settings is the gate for the other two: cost codes and labor classes cannot be reached without it.