36 guides · 7 topics
Configuration & Settings
Permissions, data fields, options, and platform settings.
Topics in Configuration & Settings
AI Assistant
3 articlesThe EasyBiz Assistant is the chat on your Console home page. It answers questions, looks up your business data, leads your first-time setup and makes the setup changes you approve. These guides show you how to put it to work.
Meet Your AI Assistant
Ask questions in plain language on your Console home page and get answers about your own business — orders, sales, settings and how-to help.
Read articleUsing the AI Assistant for Setup
Let the Assistant lead your first-time setup, then describe any later change in plain language, review what it proposes, and approve it.
Read articleAsking the Assistant About Your Business
Ask in plain language — "how were sales last month?", "which customers owe us money?" — and get answers from your own live business data.
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Brand Profile
2 articlesBrand Profiles are reusable customer-facing identities in EasyBiz. Each profile keeps a brand name, logos, and colours together so the same identity can be assigned consistently to a Company, Sales Channel, or customer website. Most businesses only need one default profile, while businesses operating multiple brands can create and assign separate profiles where needed.
Introduction to Brand Profiles
A Brand Profile holds what customers see — brand name, logos and colours. Your Company holds the legal identity. This guide explains the difference and where each brand shows up.
Read articleCreating and Assigning a Brand Profile
Create a Brand Profile, upload each logo version, set your brand colours and look, and use it for a shop or your Online Store and Mobile App.
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Business Units
17 articlesA business unit is one kind of service you run, such as Laundry, Bag Repair or Home Cleaning, with its own prices, checkout questions, order steps and receipts. These guides take you through setting one up, tab by tab, from creating it to choosing what staff do when an order goes back to the customer.
Introduction to Business Units
One Business Unit for each type of service you run. This is how EasyBiz keeps your laundry and bag repair orders completely separate.
Read articleCreating, Editing and Archiving a Business Unit
Create a business unit for each kind of service you run, with an optional business type that sets it up for you, give it a name, code and icon, and archive it when you stop offering the service.
Read articleChoosing What You Sell and Your Prices
Tired of staff charging S$12 for a basket that should cost at least S$30? Set your prices and minimum orders once, and the POS tops up every small order for you.
Read articleTracking Every Order from Drop-Off to Collection
Tired of customers messaging "Is my laundry ready yet?" The order pipeline tracks where every order is, moves many orders forward on its own, and shows customers their progress online.
Read articleQuoting and Collecting Orders Before Work Starts
Want to collect a sofa cover from a customer's home, check it, and agree on a price before you start cleaning? Pre-Production holds each order at pickup and quote, so no work starts until the customer says yes.
Read articleTracking Work and Trips to Your Factory
Want to know which bags went to the factory today and which came back? Add 2 factory steps to your pipeline, and your staff can send out or receive a whole batch of orders from the POS in under a minute.
Read articleGetting Finished Orders Back to Customers
Tired of customers calling to ask whether their order is ready, or drivers turning up for orders that were meant to be collected? Switch on the handover methods you offer, and every order knows how it gets back to the customer from the moment it's taken.
Read articleChoosing Your Receipts, Invoices and Labels
Want your bag repair receipts to show repair terms while your laundry receipts show collection terms? Pick a separate receipt, invoice and label design for each business unit, and every order prints the right one on its own.
Read articleSetting Up Cancel and Reschedule
Tired of "can I change my pickup?" messages, but worried about customers cancelling orders you've already started? Set one simple limit for each business unit, and customers handle their own changes only while it's still safe to.
Read articleRunning a Home Cleaning Business on EasyBiz
Still booking cleaners over WhatsApp and chasing weekly customers by hand? Customers book a time window online, weekly visits book themselves, and late cancellations pay their fee.
Read articleChoosing Which Business Units Staff Can Sell
Choose which business units staff can pick on each POS and on the Console's New Order page, and in what order, with the Business units shown in POS list on each Checkout page.
Read articleRunning an Aircon Service Business on EasyBiz
Run aircon servicing on EasyBiz: the starter units, services and prices by number of units, online booking, pricing repairs after the visit, servicing contracts and completing visits.
Read articleSetting Up Packing Flows and Work Orders
Items leaving your shop without a photo, or repairs slipping between staff? Give every item a packing checklist and its own job card, so your team always knows what is left to do.
Read articleChoosing What Staff and Drivers Do at Handover
Set the steps staff and drivers complete when an order changes hands, such as a photo at the door or the customer's signature, for home pickup, store pickup, home delivery and on-site service.
Read articleChoosing What Customers Fill In When Booking Online
Still chasing customers on WhatsApp for their unit number and a pickup time? Customer checkout asks for everything during the booking, so each order arrives ready to schedule.
Read articleAsking for Details on Each Item
Tired of laundry bags priced at the wrong weight, or handbags taken in with no photo of the scratches? Line item steps make staff record the right details for every item, right at the counter.
Read articleAdding Extra Steps When Staff Take an Order
Want staff to take a photo, confirm a price or book a pickup before saving? Add checkout steps once, and every order arrives with the details you need.
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Company
4 articlesEach Company is a legal business within one Market, the registered entity that appears on every receipt, invoice, and tax filing. This category covers what a Company is, how it fits alongside Markets, Business Units, and Sales Channels, and how to fill in every setting on the Company edit page. Most shops only ever need one Company, but if you operate multiple legal businesses under the same EasyBiz account, this is where you manage each one.
Introduction to Company
Your Company is the legal identity behind everything EasyBiz prints, sends, or charges. Set it up once, and it shows up everywhere a customer sees your business.
Read articleCreating and Configuring a Company
Add a new Company, fill in the legal details and address, and save each section as you go.
Read articleSetting Up Tax and Rounding Rules
Turn Tax on or off, set the rate, and decide how line totals are rounded after tax.
Read articleManaging Sales Periods
Lock a finished month so old sales cannot be edited, and let corrections post in the current period instead.
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Custom Fields
2 articlesCustom fields are the extra details your team records on a job, such as bag brand, item condition or before-and-after photos. Create them once in Settings, then use them in the steps of your Flows.
Introduction to Custom Fields
Need staff to note the fabric type or bag brand on every order? Custom fields let you add exactly the details your shop tracks.
Read articleConfigure Custom Fields
Start building your business forms — add custom fields, configure options, and manage everything from one page in the Console.
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Markets & Locations
4 articlesMarkets & Locations is where you record which countries your business runs in and which cities you serve. A market is a country: it holds the currency, language, dial code and numbering prefix for every order and invoice there, and each market connects its own payment account. A location is a city inside a market, with its map center, radius and time zone; where you take bookings is set with service areas. Most shops only need one market and one location, set up during onboarding.
Introduction to Markets & Locations
Markets are the countries you operate in. Locations are the cities inside them. Set them up once and they shape currency, numbering, and time zone across EasyBiz.
Read articleSetting Up a Market
Add a new country to your account in a few clicks. The preset fills in the currency, locale, dial code, and numbering for you.
Read articleSetting Up a Location
Add a city to your market, then drag the map and adjust the radius to match the area you actually serve.
Read articleExpanding to a New Outlet, Brand, or Country
New outlet, new brand, new city, or new country — each one maps to a different set of EasyBiz building blocks. Here is which pieces to add for each.
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Users & Permissions
4 articlesInvite your team, choose what each person can see and do, and help staff sign in to the Console and the EasyBiz app.
Inviting Your Team and Managing Access
Add each staff member in Users & Access, give them a clock-in PIN or a Full seat, and keep control of who can see and do what.
Read articleGranting the Right Access: Common Scenarios
A recipe per role: the products, permissions and settings areas to give, so nobody gets more access than their job needs.
Read articleTrouble Signing In
Find your sign-in problem — wrong password, wrong account, expired POS code, or disabled account — and follow the fix that matches.
Read articleInstall and Sign In to EasyBiz Workflow
Install EasyBiz Workflow and sign in with the email and password provided by your administrator.
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