Admin — Settings

Settings

The shop's rules for the board, the reports and the daily emails. A change takes effect at once for everyone and is recorded under Recent changes. Each setting shows its default; Reset to default puts the default back in the field, then save the section.

Demo mode is on: anyone with the link can use this page, and every change is logged as Demo User.

Stage targets

The normal number of days a job spends in each stage. On the board a job's age turns amber at this many days and red at double it; Reports → Time in Each Stage shows them as each stage's target.

Follow Up and lingering

When a job goes into the Follow Up column on its own, and when a Follow Up job counts as lingering (opening it then asks “Why is this still open?”).

Quote unanswered → Follow Up afterdays

Default: 7 daysA quote still Sent this many days after it went out puts the job in Follow Up. Also the board's “Quotes N+ days, no answer” tile and Reports → Quote Pipeline's “waiting long”.

Lingering: days past the follow-up datedays

Default: 3 daysA Follow Up job this many days past its follow-up date is lingering.

Lingering: days with nothing loggeddays

Default: 7 daysA Follow Up job with nothing logged by anyone for this many days is lingering.

A justification holds off the prompt fordays

Default: 7 daysAfter someone logs why a job is still open, it isn't counted as lingering again for this many days.

Next follow-up date offereddays

Default: 7 daysThe “Why is this still open?” form suggests a next follow-up date this many days from today.

Hold with no end date → overdue afterdays

Default: 5 daysA hold entered without an expected end date counts as overdue (and puts the job in Follow Up) after this many days.

Report targets

The targets beside the speed numbers on Reports and the Executive Summary, and the Pilot Scorecard's goals. Leave one blank for no target. They don't change when the stage targets above change.

First responsedays

Default: 1 dayMedian days from a request coming in to its first stage move, at most.

Request to first quotedays

Default: 3 daysMedian days from a request coming in to its first quote, at most.

Customer decisiondays

Default: 7 daysMedian days from a quote going out to the customer's answer, at most. Also Quote Pipeline's “days to answer”.

Shop timedays

Default: 10 daysMedian days from Approved to Ready, at most.

Ready to shippeddays

Default: 2 daysMedian days from Ready to Shipped, at most.

Pilot: median request to first quotedays

Default: No targetPilot Scorecard goal, in days, at most (e.g. 1).

Pilot: same-day pump-down calls%

Default: No goalPilot Scorecard goal, as a percentage, at least (e.g. 100 for every one).

Pilot: requests with a data-plate photo%

Default: No goalPilot Scorecard goal, as a percentage, at least (e.g. 80).

AIT branch email addresses

Where the request form's “Your AIT Branch” copy goes. A branch left blank gets no copy (the request still shows the branch). “Other / not listed” sends to whatever address the customer typed.

“How did we do?” wording

What the customer sees on their job page once the job is Closed.

Reminder rules

The daily job's “when this happens, do that” emails. Each sends at most once per quote, hold or promised date.

The customer quote reminder also needs CUSTOMER_QUOTE_REMINDERS set to “on” in Vercel, and it isn't yet, so that reminder doesn't run whatever it says here. Turn it on in Vercel once FCX's email domain is verified.

Recent changes

No changes yet: every setting is at its default.