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Help – Settings

What global settings can I specify?

In the “Settings” panel, accessible via a gear icon on the interface, you can specify global data that will appear as your or your company’s default information on generated reports and documents. These settings are saved at the user level.

You can record the following data:

  • Company Name: The official name of your company or business, which appears as the service provider on reports.
  • Company Address: The address of the company’s headquarters or main office.
  • Professional Name: Your name, as the pest control professional or contact person.
  • License Number: This may vary by country (e.g., operational registration number, declaration of conformity number, or certificate number).
  • Contact Email Address: An email address through which clients or partners can contact you.
  • Logo: You can upload your company logo (in PNG or JPG/JPEG format, maximum 2MB in size, recommended width 100-500px). This logo will appear in the header of generated PDF reports, personalizing them.

Accurately filling in these settings contributes to creating professional-looking, uniform documents.

Important: Using global settings may require an appropriate subscription level.

How can I upload a logo for reports?

To upload a company logo, follow these steps in the “Settings” panel:

  1. Click the “Settings” icon on the interface.
  2. In the modal window that appears, find the “Logo” section.
  3. If a logo is already uploaded, you will see its preview. To upload a new logo or replace the existing one, click the “Upload new logo” (or similarly named) button, or the file selector field.
  4. Select the logo image file from your computer. The supported formats are: PNG, JPG/JPEG.
  5. The file size can be a maximum of 2MB.
  6. The recommended image width is between 100 and 500 pixels for the best appearance.
  7. After selection, the logo preview may update in the window.
  8. Changes (including logo upload) take effect after clicking the “Save settings” button.

After successful upload and saving, the selected logo will appear in the header of generated PDF reports.

Tip: Use a high-quality PNG logo with a transparent background, if possible, for the most professional result.

How can I change the default language for reports?

The default language for generated reports (including risk assessment reports and IPM Programs) can be changed using the language switcher menu visible in the top-right corner of the interface.

Subsequently, all newly generated reports will be prepared in the selected language. This includes the fixed text parts of the reports (e.g., headers, methodology) and the AI-generated analyses.

Why are the “Company Name”, “Company Address”, “Professional Name”, and “License Number” fields important in settings?

This data serves to identify you or your company and ensures a professional appearance for generated documents. Information provided in the “Settings” panel is used as follows:

  • Company Name: Appears in the header of PDF reports as the name of the service-providing company.
  • Company Address: Also appears in the PDF report headers as the company’s contact information.
  • Professional Name: May appear in the report header or a dedicated information block as the name of the professional who prepared or is responsible for the report.
  • License Number: May appear in the report header or a dedicated information block.
  • Contact Email Address: Can also be included in the report’s information block as a contact option.

Filling in this data makes reports more official and informative for clients and partners. If these fields are left empty, the report headers or information blocks may be incomplete.