Organisation and Gas Safe Identity

Settings Functions

• Set organisation name, timezone (London leads the list; set it once, the default is UTC), and the workspace logo.
• Set the business identity that prints in the certificate footer: business name, address, phone, email and VAT details. Each engineer enters their own Gas Safe registration number on their Profile tab; it is stamped on every record they generate.
• Configure notification preferences and renewal reminder behaviour on the Notifications tab (Growth and above).
• Toggle sole-trader mode and readiness quick edits under Workspace defaults. Sole-trader mode assigns new checks to you and hides the Team tab.
• Brand outgoing email: sender identity, an email logo, and your own template copy where you want it.
• Set invoice payment details (bank account and payment terms), pricing norms for quote warnings, and CIS deductions.
• Connect integrations: Google Calendar for conflict protection, Stripe for card payments, and an accounting platform where configured.
• Personal preferences live on the Appearance tab: each user picks their own console theme (Dark or Light), density (Comfortable or Compact) and a Reduce motion switch, and they follow them across devices.

Accounting Sync

• Connect Xero, QuickBooks Online or Sage under Integrations (Growth and above). Manifold pushes your customers and draft quotes into your accounts package; invoices and payments do not sync yet.
• Sync runs in the background. Sync now retries anything that did not go through, and the panel shows the synced and failed counts and when it last ran.
• A provider only appears once the Manifold deployment has its credentials configured; if you cannot see one, ask support.

The Settings Tabs

Settings is split into tabs, and every card saves on its own button, so a change in one card never waits on another.

• Profile, Appearance, Notifications, Organisation, Branding, Team, Billing & plan, Integrations, AI & automation, API & webhooks, and Audit log.
• Organisation also holds the no-show threshold, the check-in distance and the default on my way ETA that drive the check-in alerts.
• Branding sets the from name, reply-to address and per-template subject and body overrides for outgoing email; the email logo is the organisation logo.
• Integrations holds Google Calendar, Stripe and accounting; API keys, webhooks and the Power BI connector (Growth and above) sit under API & webhooks.
• Office users can open Settings but cannot edit the Organisation, Team or API sections; those need the owner role.

Why Identity Matters

The certificate identity block is printed onto every gas safety record using a fixed document palette. If it is wrong, records are wrong. Confirm it before generating real records.

Data Quality Standard

Setup records are not just admin. They become the labels, filters, and certificate fields customers rely on later. A small naming or address mistake in setup becomes a compliance or delivery problem weeks later.

• Use one canonical spelling for every client, property, and appliance.
• Keep property addresses precise, because they drive the route planner, scheduling, and the printed record.
• Keep appliance make, model, serial, and GC number accurate so PlateScan deduplicates cleanly.
• Deactivate former engineers and historical records instead of deleting history that explains past work.
• Run bulk imports in dependency order: clients, then properties, then appliances.

Customer-Facing Consequences

If a value can appear on a record, in the portal, or in an export, write it as if a landlord or letting agent will read it. Manifold reuses operational labels across customer outputs, so there is no separate translation step at delivery time.