Shoreline platform account presets

When you first set up your account on the Shoreline platform, you will configure the following presets:

• Company address
  • Enter your organization's primary address for use across the platform.
• Timezone
  • Set your organization's default timezone for scheduling and reporting across the platform.
• Work order person-hours or clock hours
  • Choose the unit for time estimation when creating work orders.
• Work order priority
  • Set the priority levels available when creating or managing work orders.
• Activities:
  • Default activity status: set what status is automatically selected on an activity when a user creates one. Users have to manually change the status from the default if required.
    • Options: None, Dispatched, and Completed
  • Can register time later: set whether mobile users are able to create activities without simultaneously registering time against the activity.