Notification settings

Set up what kind of notifications you receive for comments, changes, via email and more.

Written by Kresimir
Updated over a week ago

Integrations

You can integrate Productive with various third party tools. Check to see what's supported.

Written by Kresimir
Updated over a week ago

Addons

You can turn on a number of Addons that will expand your account with additional functionalities.

Written by Kresimir
Updated over a week ago

File import

Find out how to import simple data like companies and contacts.

Written by Kresimir
Updated over a week ago

Document settings

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.

Written by Kresimir
Updated over a week ago

Sales settings

Set up your sales pipeline stages and lost reasons in sales settings.

Written by Kresimir
Updated over a week ago

Scheduling settings

Change your Holidays or add paid and unpaid events in Scheduling settings.

Written by Kresimir
Updated over a week ago

My profile

Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.

Written by Kresimir
Updated over a week ago

Account settings

If you want to change your password or need access to the Productive API and device activity, you can do this in Account settings.

Written by Kresimir
Updated over a week ago

Company info

Set up your default company billing info or logo here. This is what the customers will see on invoices you send them.

Written by Kresimir
Updated over a week ago

Email notifications

You can turn email notifications on or off if you want or don't want to receive account updates via email.

Written by Kresimir
Updated over a week ago

General settings

Default currency and invoicing format numbers can be set up for your company. Time zone and working days are also set up here.

Written by Kresimir
Updated over a week ago

Time reminders

Turn on time reminders for your company and decide when they get sent company wide. You can also define default company working days here.

Written by Kresimir
Updated over a week ago

Cost overhead

Add your company cost overhead to make sure it gets included in the profitability reports.

Written by Kresimir
Updated over a week ago

Multiple subsidiaries

If you have multiple offices you can register them as different subsidiaries. This can be used for billing purposes.

Written by Kresimir
Updated over a week ago

Setting up cost rates

Add employee cost rates and track their salaries. Employee cost rate gets removed from your margins for every hour this employee tracks.

Written by Kresimir
Updated over a week ago

Service types

Service types define what you sell to your clients. Define service types as cost centres on which employees track time on each budget.

Written by Kresimir
Updated over a week ago