Settings: App & account

App & account holds how BytePhase behaves for your whole account, what you’ve turned on, and your plan. To change a screen, open it, click Edit, make your changes and click Save.

Shared by all your businesses

Everything on this page applies to your whole BytePhase account. If you run two businesses, they share these settings.

Only staff allowed to change settings (Business Settings — Change settings) see Edit. By default that’s an Admin.

How the app behaves

General settings

Settings › App & account › General settings. Not available on Lite. Some of these switches also appear in the Settings drawer on the Jobs, Sales, Parts, Customers and Employees screens.

Option	What it does	Default	Plan	Changes existing records?
Round bill totals	Rounds bill totals to the nearest whole amount, for example 1,247.50 becomes 1,248	Off	—	No, new bills only
Record device condition	Adds a condition checklist before and after repair to every new job	Off	—	No, new jobs only
Technician copy on job sheet	Prints a cut-off technician copy at the bottom of the A4 job sheet	Off	—	Reprints only
Create invoice automatically after payment	Creates the job invoice as soon as a payment is recorded on a job	On outside India, off in India	—	No
Use one invoice number for sales & repairs	Sales and job invoices share one running number series. Check with your accountant before changing it mid-year	On outside India, off in India	—	No, new invoices only
Allow customers without mobile number	Lets staff save a customer or lead without a mobile number, or with one that looks wrong	On	—	No
Turn off Google sign-in	Removes the Google button from the sign-in page	Off	—	No
Turn off Sign in with Apple	Removes the Apple button from the sign-in page	Off	—	No
Require address at self check-in	Customers must enter their address when they book a repair online	Off	—	No
Ask customers for data consent	Asks customers to agree before their personal details are stored. Needed in the EU and UK	Off	—	No
Share diagnosis reports with customers	Lets technicians create and share diagnosis reports	Off	—	No
Collect advance at job creation	After you create a job, shows one screen to send the job sheet and take an advance	On	—	No
Require two-step login for staff	All staff must enter a code from an authenticator app when they sign in. Turning it on signs everyone out	Off	Standard and above	Signs everyone out
Allow parts beyond available stock	Parts can be added to jobs even when out of stock, so stock can go below zero	Off	—	No
Don’t allow part changes on closed jobs	Once a job is closed, its parts can’t be added, edited or removed	Off	—	Yes, applies to jobs already closed
Create many jobs at once	Lets staff create several repair jobs from one form, for example when a dealer drops off many devices	Off	—	No

See also Turn on two-factor login for your staff, Rounding off and Negative stock and locked parts.

Features

Settings › App & account › Features. Not available on Lite. Turn whole features on or off, for example Leads, Tasks, AMC, Rentals, Pickup & drop, Expenses or Commission. Only features your plan includes are listed.

Option	What it does	Default	Plan	Changes existing records?
Each feature switch	Shows or hides that feature in the menus for everyone. Hiding a feature never deletes its data	On in India. Outside India, Commission, AMC, Rentals, Rental devices, Backup drive, Pickup & drop, Collect payments, UPI link, Tasks and Expenses start off	Basic and above	No

See Turn on a feature.

Add custom fields

Settings › App & account › Add custom fields. Add your own fields to forms.

Option	What it does	Default	Plan	Changes existing records?
Form type	Which form gets the field: Customer, Job, Quotation, Employee, Sale, Task, Expense, Lead, Self check-in, AMC Contract, AMC Complaint or Device Information (AMC)	—	—	No
Field type	Text, Number or Dropdown. A dropdown needs its Dropdown items	—	—	No
Field label and Placeholder	The name shown on the form, and the hint inside the box	—	—	No
Required field or Not required	Whether staff must fill it in to save	—	—	No, new saves only

On Lite, custom fields don’t appear on printed documents.

Form setup

Settings › App & account › Form setup. For the Job sheet, Sale, Lead and Customer forms, decide where each field shows: always visible, only when needed, or hidden. You also set what some fields start with, for example the default job type or technician. Fields that are needed to save always stay visible.

Option	What it does	Default	Plan	Changes existing records?
Placement of each field	Always visible, only when needed (under more options), or hidden	Depends on the field	—	No
Starting values	What the field starts with on a new record, for example Default job type, Default job source, Default job status, Default priority, Default technician and Default storage location on jobs	Empty	—	No

Table settings

Settings › App & account › Table settings. How lists look on a computer.

Option	What it does	Default	Plan	Changes existing records?
Show row lines	Lines between rows	On	—	No
Show column lines	Lines between columns	On	—	No
Alternate row colors	Shades every other row	On	—	No

Scrolling options

Settings › App & account › Scrolling options.

Option	What it does	Default	Plan	Changes existing records?
Scrolling mode	Pagination shows lists page by page. Virtual scrolling loads more as you scroll	Virtual scrolling	—	No

Data & connections

Imports

Settings › App & account › Imports. Bring customers, leads, parts, employees, device types, brands and models in from a spreadsheet. See Import your data.

Your plan

Subscription

Settings › App & account › Subscription. See your plan and renewal date, upgrade or renew, buy SMS packs and download your BytePhase invoices. See Upgrade, downgrade and renew and bytephase.com/pricing.

White label settings

Settings › App & account › White label settings. Use your own brand and web address instead of BytePhase’s. White label is a paid add-on. See White label.