Overview
Company settings define how your teams operate in TheContractorsToolbox. A clean setup makes every module easier to use and scale.
[SCREENSHOT: Company Settings Overview]
Why It Matters
- Standardises workflows across projects and teams.
- Improves reporting quality and audit readiness.
- Reduces rework from inconsistent setup.
Step-by-Step Instructions
Configure core company profile
- Enter legal and trading names.
- Add registered address and primary contacts.
- Confirm compliance and operational points of contact.
Build workspace structure
Recommended structures:
- by region,
- by division,
- by major client framework.
Create only meaningful workspaces to avoid fragmentation.
Set operational defaults
- Configure default notification behaviours.
- Review naming conventions for records and templates.
- Confirm document retention expectations.
- Align role assignment with real reporting lines.
Prepare compliance foundation
- Publish baseline RAMS and COSHH templates.
- Create initial inspection templates.
- Define standard approval flow by risk level.
[WORKFLOW DIAGRAM: Company Governance to Field Execution]
Tips & Best Practices
- Use clear naming standards for workspaces and templates.
- Assign ownership for each module (RAMS, COSHH, Inspections).
- Review company settings quarterly.
Warnings / Important Notes
- Too many workspaces can hide information and slow adoption.
- Unclear ownership leads to delayed approvals and overdue actions.
- Avoid changing core naming standards mid-project without communication.