General Settings

How to Configure Your System

Basic settings for things such as auto numbering and printing. Click your name/avatar at the bottom of the main navigation panel to open settings.

General Settings

The General Settings area allows you to control naming conventions, formatting, numbering schemes, reporting defaults, and system appearance. They set the foundation for how your system behaves and appears. Getting it right upfront ensures consistency across projects, invoices, and reporting.

To access it:

Click your name in the lower-left corner → Settings → General Settings

Phase Naming

You can customize what your firm calls “phases.”

• Enter your preferred term in singular form
• Optionally define a custom plural

Example:

• Singular: Activity
• Plural: Activities (instead of the system default adding “s”)

If no plural is defined, the system will automatically append “s.”

Currency & Regional Settings

You can configure:

• Currency
• Language / region format

(e.g., U.S., Canadian, UK, Spanish formats)

Phone Number Formatting

Define how phone numbers are stored and displayed.

• Use # symbols as placeholders
• Enter numbers normally—the system formats them automatically

Example format:

(###) ###-####

Each # is replaced with the digits entered.

Numbering

This section controls how projects, proposals, and invoices are numbered.

Project Numbers

• Enable or disable auto-generation
• Set a starting number
• Define a format

You can include:

• Serial number
• 2-digit or 4-digit year
• Month or day

Example format:

• YY[3]
• Result: 25001, 25002, etc.

Proposal Numbers

Works the same as project numbering.

• You can add prefixes (e.g., CP-)
• Customize year format and sequence length

Example:

• CP-YY[3]
• Result: CP-25001

Invoice Numbers

Flexible formatting based on your workflow.

Common approach:

• Project Number + Separator + Invoice Sequence

Example: [P]-[2]

• 25001-01
• 25001-02

You can:

• Control the number of digits (e.g., 2 digits = up to 99 invoices)
• Set a starting number
• Remove the project number entirely if not needed

Reports & Printing

Default Paper Size

Options include:

• Letter (most common in the U.S.)
• A3 (commonly used internationally)
• Legal
• 11×17

Orientation Defaults

• Portrait → Recommended for invoices, logs, and documents
• Landscape → Useful for reports with many columns

You can override this when running individual reports.

Report Footer Options

You can toggle:

• Username in footer
• Timestamp in footer

Some firms require this for auditability; others prefer a cleaner output.

Rich Text Editor

Controls how formatted text appears in proposals, documents, and other text fields.

You can adjust:

• Font size (medium, large, extra large)
• Spacing
• Available system fonts

A live preview shows how the content will render.

Note: Custom font uploads are not supported—only system fonts are available.

Look and Feel

Primary Color

This controls the visual theme of the application:

• Buttons
• Icons
• Key interface elements

Changing the primary color updates the system immediately.

Logo & Branding

You can replace BaseBuilders branding with your own:

• Upload your company logo
• Upload a navigation icon

Once saved, the system reflects your branding throughout the interface.

Title Case Formatting

You can enforce consistent text formatting across the system.

• Apply Title Case to standardize capitalization
• Define rules for:
• Always uppercase
• Always lowercase
• Prefix formatting

This keeps project names, phases, and entries clean and consistent.

Final Notes

• Changes are not saved automatically—click Save after making updates
• Most settings include a preview, so you can verify before committing