Using Feature Toggles
Switch whole modules on or off for your company, and what each one brings.
Using Feature Toggles
Feature toggles let each company switch whole modules on or off. Your sidebar, Quick Create menu and command palette only show what you actually use.
Accessing Feature Toggles
- Go to Company Settings > Features
- Switch a module on or off — it takes effect immediately
You need the Manage company settings permission. Owners have it by default; other roles get it under Company Settings > Roles.
Available Modules
| Module | What It Brings | Default |
|---|---|---|
| Estimates | Create and send estimates and quotes to clients | On |
| Purchase Orders | Send purchase orders to suppliers | On |
| Tools & Vehicles | Track company tools and vehicles | On |
| Employee Management | Employee records, roles and linked user accounts | On |
| Projects | Projects and sites for your clients | On |
| Systems & Devices | Systems and devices within projects — fire alarms, emergency lighting, CCTV — with their test schedules and logbook | On |
| Certificates | Issue and manage compliance certificates | On |
| Inventory | Stock levels, locations, transfers and movements | On |
| Time Tracking | Time spent on jobs and tasks | On |
| Job Checklists | Custom fields and checklists on jobs for engineers to complete | On |
| Leave Management | Employee leave, approvals and annual entitlement | On |
| Bill of Materials | Material lists built together with clients | On |
| Payroll | PAYE and NI, payslips and HMRC submissions | Off |
| Document Approvals | Bills and expenses at or above a threshold you set wait for your approvers before a payment can be recorded | Off |
| Leads & Prospecting | Capture enquiries, work them through a pipeline and convert them into clients | Off |
Document Approvals has its own settings — the bill and expense thresholds and the default approvers — behind the Configure button that appears on its row once it is on. Until a threshold and at least one approver are set, nothing is held. See Document Approvals.
What Happens When You Toggle
When you switch a module off:
- It disappears from the sidebar navigation
- It is removed from the Quick Create menu
- It is hidden from the Command Palette
- Its pages answer 404 if someone follows an old link
- Your data is NOT deleted — it is only hidden
Switch it back on and everything is exactly as you left it.