Biz1 Settings (Sub-Module)

⚙️ Biz1 Settings – Complete Functional Overview

- What is Biz1 Settings?

Biz1 Settings is the core behavior and automation control center of the system.

- Biz1 Settings defines HOW THE SYSTEM WORKS FOR YOU.

It controls:

Communication (Email, SMS, Calls)
Automation rules
Customer & project structure
Status flows & workflows
Integrations & APIs
Payments & ordering logic

- Biz1 Settings – Sub-Module Breakdown

1️⃣ Module

- Purpose

Controls which features are active in the system.

- What it Does

Enable or disable full modules
Control system complexity
Match features to business needs

- Example Use

Disable Projects if not needed
Enable Missions only for operations team

- This is the feature ON/OFF switchboard of Biz1

2️⃣ Email Settings (Communication Engine)

✉️ Email Accounts

Manages all outgoing email identities

Add SMTP or Biz1 email accounts
Assign accounts to team members
Define sender name & signature
Use different emails for:
- Sales
- Support
- Accounting

- Without this, no email automation can work

- Email Templates

Reusable email content system

Create structured email templates
Use dynamic variables (customer name, invoice, link)
Attach templates to:
- Documents
- Forms
- Automations

- This ensures consistent communication

- Automatic Email Answer

Auto-reply system for incoming emails

Send instant replies
Trigger by:
- Forms
- Emails
- Business hours
Select template & sender

- Acts like a smart email assistant

- Get Notification for New Leads

Internal alert system

Notifies team on new lead creation
Custom recipients
Custom templates

- Ensures no lead is missed

3️⃣ Phone & SMS Settings (Call & Message Control)

- Add Unanswered Call as Client Task

Converts missed calls into tasks
Assigns follow-ups automatically

- No missed opportunity goes unnoticed

- Automatic Answer to SMS

Auto-reply to SMS messages
Keyword & time-based rules
Template driven responses

- 24/7 SMS assistant

☎️ Phone Number View

Standardize phone display
Mask or format numbers
Country & DID handling

- Keeps phone data clean and readable

- SMS Sender

Configure sender ID / mobile
Select SMS provider
Manage API credentials

- Controls how SMS appears to customers

- Call Bounce Option

Forward or reroute calls
Configure voicemail logic
Business hour routing

- Ensures calls always reach someone

- Call Statuses

Define call outcomes
Color-coded call results
Used for reporting

- Improves call analytics

- Use Incoming Calls as Referring Only

Track calls without creating customers
Used for analytics & referrals

- Lightweight call tracking mode

4️⃣ Customize Customers & Projects (System Structure)

- Folders

Group customers/projects
Folder-specific:
- Fields
- Statuses
- Tabs

- Acts like customer “types”

- Fields (Custom Fields)

Add business-specific data fields
Text, number, dropdown, date, etc.
Validation & required rules

- Adapts CRM to your business model

- Dashboard Fields

Control what users see first
Hide irrelevant data
Reorder important fields

- Improves usability & focus

- Tags

Flexible labeling system
Multiple tags per customer/project
Powerful filtering

- Quick categorization & search

- Project Fields

Project-specific custom fields
Separate from customer fields

- Better project tracking

- Labels & Statuses

Create sales or workflow stages
Parent & sub-statuses
Color-based visual flow

- Defines your business pipeline

- Project Columns

Control project list views
Choose visible columns
Reorder layout

- Custom project dashboards

- Fix Fields

Lock essential system fields
Prevent accidental removal

- Protects core data

- Tabs Settings

Enable/disable tabs
Control tab order
Customize customer & project views

- UI personalization

5️⃣ Date Setting

Date & time formats
Calendar behavior
Locale preferences

- Consistency across the system

6️⃣ SMS Templates

Save reusable SMS messages
Insert dynamic variables
Quick message sending

- Faster SMS communication

7️⃣ API, Zapier & Calendar (Integrations Hub)

- API Translator

Auto-translate content
Multi-language support

- Zapier Webhook

Connect Biz1 to 3rd-party tools
Trigger automation externally

- No-code integrations

- Google Calendar

Sync meetings & events
Two-way calendar sync

- No double booking

8️⃣ Payments

Configure payment gateways
Build payment forms
Track payment status

- Payment infrastructure

9️⃣ Default Page

Set landing page after login
Customize user experience

- Personalized start point

1️⃣0️⃣ Payments Projects

Project-level payment tracking
Separate from general payments

- Better project finance visibility

1️⃣1️⃣ Customer Ordering

Customize order creation flow
Order statuses & workflow

- Tailored ordering process

1️⃣2️⃣ Sub-Customer Settings

Parent–child customer logic
Inheritance rules

- Enterprise-level customer hierarchy

1️⃣3️⃣ Check Lists

Task checklists
Process tracking
Assign to customers/projects

- Operational discipline

1️⃣4️⃣ Missions Steps

Define mission workflows
Step-by-step execution logic

- Structured task execution

1️⃣5️⃣ Customer Timer Category

Categorize time tracking
Billing & productivity insights

- Time-based reporting

✅ Final Summary

Biz1 Settings is the system’s brain ?

✔ Controls automation
✔ Defines workflows
✔ Shapes CRM structure
✔ Connects external tools
✔ Enables scalability

Without Biz1 Settings, the platform is just a database.

With it, the platform becomes a fully automated business system.