🏢 Organisation Admin Guide
For Organisation Admins managing operations, users, and subcontractors in Colobbo.
By Colobbo and 1 other2 authors13 articles
- 🏢 Organisation Admin Guide — OverviewComplete guide for Organisation Admins managing operations, users, and subcontractors in Colobbo.
- How to Edit Notification Messages, Text Messages and RemindersChange the wording of any colobbo notification, add personalisation like the work order code or due date, set up text messages and the Notify To Email address, and control reminder…
- How Expressions of Interest Work: Let People Register, Then Book Themselves InShare a QR code or link so people can register for an appointment before any slots exist, then invite everyone waiting to book their own time when you create a…
- How to Use Record of Conversation (ROC): One Timeline for a Whole SiteROC keeps a shared timeline of every conversation about a site — across work orders, inspections, tasks and bookings — so the next person attending knows what they are walking…
- How to Add Your Logo and Sender Name to Colobbo Emails (Branding)Upload your company logo and set the sender name so every email and public booking page carries your brand instead of the default.
- How to Create and Edit a Booking Schedule (One To One vs One To Many)Set up a schedule your customers can book into: choose One To One for single appointments or One To Many for group slots, set your availability, and control what the…
- Add and Edit Notes on a Work OrderHow to add, edit, and delete notes on a work order in Colobbo.
- Upload Reference Media to a Work OrderHow to upload, download, and delete reference media files on a work order — for Org Admins providing supporting documents to field teams.
- Download & Customise the BOG ReportHow to download the Boots On Ground report, customise which columns are included, reorder columns, and save your preferences for future exports.
- Download & Customise the BOG ReportHow to download the Boots On Ground report, customise which columns are included, reorder columns by dragging, and save your preferences for future exports.
- Work order reports: settings, downloads and sharingSet up how your work order and task PDFs look, then download, email or share them — including merge options for parent and child work orders.
- Template and inspection reports: layouts, downloads and sharingManage multiple PDF layouts per template, choose a layout when starting an inspection, and download inspection reports — separate or merged — with media zips.
- Create Custom Views for Work OrdersLearn how to create, filter, and manage custom views in the Work Orders page to focus on the work orders that matter most to your team.