Horizon360™ User Guide

Company Settings

This document will show how to customize various Horizon360 Settings for Services, Equipment Types, Timesheets, Billing/Subscriptions and more.

Continue below to learn about all of the different Settings options.

Jump to:

Click your initials from the top right and select Settings

Profile

Let's start with your basic Company Information settings.

Select Company from the left Settings menu

The Company Information you filled out when first signing up will be displayed; edit any field as necessary

Click Save when you are finished updating

Next let's go through Billing & Payments to see a breakdown of your current plan, card information, billing/shipping addresses and past invoices.

Select Billing & Payments from the left Settings menu

Select the Subscription tab to see a breakdown of the your current plan

Click Change Subscription Details to see the list of features included in each plan and upgrade/downgrade as needed

Click Cancel Subscription to cancel your Horizon360 subscription entirely

Select the Payment tab to add/edit your saved credit card(s)

Click Add Card to add a new card

Select the Billing tab to add/edit your saved Billing Address(s)

Click Add Address to add a new address

Select the Shipping tab to add/edit your saved Shipping Address(s)

Click Add Address to add a new address

Select the Invoices tab to view a history of Invoices for your Horizon360 subscription

Equipment

Now we'll dive into the Equipment Settings, where you can add/edit equipment types, equipment maintenance settings and subscribed tracking devices. Let's start with Equipment Types.

Equipment Types

Select Equipment Types from the left Settings menu

Click Global to see the list of default pre-added Equipment Types (Hint: If there is an equipment type listed you do not offer, toggle the slider to make the equipment type Inactive)

Click Company to Edit add/edit any additional Equipment Types needed

Click Add New Equipment Type add a new Equipment Type

Maintenance Settings

Next we'll set up some Equipment Maintenance Settings, which is required before assigning Maintenance Tasks to equipment.

Select Maintenance Settings from the left Settings menu

View and manage your list of Maintenance Task templates (Hint: If there is a service listed you do not offer, toggle the slider to make the service Inactive)

Click Add Task to create a new Maintenance Task and follow the instructions for setting up Maintenance Task Templates to continue

Subscribed Devices

Now we will manage our Subscribed Devices, where you can add/edit your existing tracking devices and purchase additional asset and vehicle devices.

Select Subscribed Devices from the left Settings menu

View and manage your list of Subscribed Devices

Click Add Device to purchase additional devices or add a device that was provided to you and follow the Equipment & Devices guide for Adding Devices

Click "Link" or the Edit icon to enter the device ESN and assign it to the appropriate equipment and follow the Equipment & Devices guide for Assigning Devices

Invoicing

Now we'll dive into the Invoicing Settings, where you can enable Horizon360's online payments invoicing option, adjust invoice settings and set up tax rates.

Online Payments

Select Online Payments from the left Settings menu

Click Enable and follow the Online Payments instructions to begin the setting up Horizon360's invoicing option

Invoice Settings

Now we'll go over Invoice Settings, where you will set up invoice frequencies and terms.

Select Invoice Settings from the left Settings menu

Select the Invoice Frequency (i.e. how often invoices are generated) for residential/commercial customers (Hint: You can adjust the Invoice Frequency at both the Customer and Job levels for even more customization)

If you selected a Weekly or Bi-Weekly frequency, select which day of the week you want those invoices to be generated

Select the Invoice Terms that will prompt an invoice to switch to "Overdue" status for residential/commercial customers (Hint: You can adjust the Invoice Frequency at both the Customer level for even more customization)

If you are using QuickBooks Online, you can sync your invoice terms directly from your QuickBooks account

Tax Rates

Last in the Invoicing Settings is the ability to create Tax Rates to apply to your jobs if desired. You can set up multiple Tax Rates, allowing you to select the applicable rate when creating jobs.

Select Tax Rates from the left Settings menu

View and manage your list of Tax Rates

Click Add Tax Rate to create a new Tax Rate

Give the Tax Rate a name

Enter the rate (%)

Select whether it is Sales Tax or Exempt

Add an optional Description

Select whether this is the Default Tax Rate to be applied when creating new jobs (Hint: you can adjust the tax rate at the Job level)

Save when you are finished

Management

The last section in settings is the Management Settings, which includes many different settings and templates used for creating jobs, sending emails and managing your crews.

CRM Settings

We'll start with CRM Settings, where you set up your email sending and reply-to information.

Select CRM Settings from the left Settings menu

Enter the Email ID1 and ID2 to create your personal email address for emails sent through Horizon360

The Email Address of the Sender will be displayed based on the Email ID1 and ID2 used above

Enter the Sender Name you want to be displayed for your emails (i.e. the name your customers see when they receive an email from you)

Enter the Reply-To Email Address you want reply emails to be delivered to (i.e. your standard Gmail/Outlook inbox)

Time & Materials

Next we'll go through how to set up Time & Materials to use across your jobs. Note: Please see the Materials guide for a full walk-through of setting up Time & Materials.

Select Time & Materials from the left Settings menu

View and edit your list of Materials, Categories, Labor Rates, Equipment Rates and Unit Measurements

Import Materials via spreadsheet to save time

Configure materials for your VBX Spreader (Note: Only applies to BOSS VBX Spreaders)

Add new Materials as needed

Services

Next we'll go through how to customize the Services you provide. Note: Please see the Services guide for a full walk-through of setting up Time & Materials.

Select Services from the left Settings menu

Click Global to see the list of default pre-added Services (Hint: If there is a service listed you do not offer, toggle the slider to make the service Inactive)

Click Company to Edit add/edit any additional Services needed

Click Add New Service to add a new Service

Job Templates

Next we'll go through how to set up Job Templates to help speed up your job creation process. Note: Please see the Job Templates guide for a full walk-through of setting up Time & Materials.

Select Services from the left Settings menu

Click Global to see the list of default pre-added Services (Hint: If there is a service listed you do not offer, toggle the slider to make the service Inactive)

Click Company to Edit add/edit any additional Services needed

Click Add New Service to add a new Service

You have the option to receive Notifications when your crews are behind schedule.

Select Notifications from the left Settings menu

Toggle the slider to turn on "crew behind schedule" Notifications

Enter the number of minutes for the crew to be behind schedule to receive the notification

Click Save to turn on these Notifications

Import/Export Data

If you are not a Quickbooks Online user, you can upload your Customers and Employees to Horizon360 via Excel spreadsheet to save time instead of adding one-by-one. You can also Export your Customers & Employees to an Excel spreadsheet.

Let's start with Importing Customers.

Select Import/Export Data from the left Settings menu

Click Customers

Select Import

Click "Download sample file" to ensure your data is uploaded correctly (Note: all headers must line up in the same order as the sample file and no columns can be deleted/altered for your upload to be successful.)

Add your data to the Sample file or adjust your own file to match the headers/columns in the Sample file

Once you have saved your spreadsheet, click Choose File to select the Excel file to Import

Click Save to Import your list of Customers

You can Export your Customers list to an Excel spreadsheet at any time.

Select Export

Click Download Customer File and an Excel spreadsheet will be created & saved to your computer "Downloads" folder

Now let's go through Importing and Exporting Employees.

Click Employees

Select Import

Select whether you are Importing Employees or Subcontractors

Add your data to the Sample file or adjust your own file to match the headers/columns in the Sample file

Once you have saved your spreadsheet, click Choose File to select the Excel file to Import

Click Save to Import your list of Employees or Subcontractors

You can Export your Employees & Subcontractors list to an Excel spreadsheet at any time.

Select Export

Select whether you are Exporting Employees or Subcontractors

Click Download Employee File and an Excel spreadsheet will be created & saved to your computer "Downloads" folder

Manage Work Hours

Horizon360 allows you to change what your calendar displays.

Select Manage Work Hours from the left Settings menu

Set the hours for your Start of Day & End of Day (calendar will "snap" to this start & end time whenever you open the Schedule)

Select which day is your Start of Week

Select whether your calendar displays Weekends or not

Choose whether U.S. National Holidays are displayed on your calendar or not

Click Save to finish setting your Work Hours

Timesheet

If you are using Employee Timesheets in Horizon360, you will need to make sure you set your Timesheet settings to ensure your employees are paid correctly.

Select Timesheet from the left Settings menu

Toggle the sliders to the right to make Lunches & Breaks Paid/Billable

Toggle the sliders to the left to make Lunches & Breaks Not Paid/Non-Billable

For more information on setting up & managing Timesheets, see the Employee Timesheets help guide.

Change Password

If you need/would like to change your login password, follow the instructions below.

Select Change Password from the left Settings menu

Enter your Current Password

Type your New Password

Re-type your New Password

Click Save to finish changing your Password

You have now completed customizing the general Settings in Horizon360.