Features

The switches that turn optional parts of FSMCore on or off for your company: snags, job margins, RCT, time tracking, email notifications, one site per crew invoice and the AI assistant. What each switch shows, hides and refuses, and what it never touches.

What it is for

Not every company needs every part of FSMCore. A company outside Ireland has no use for RCT. A company that pays everyone by invoice may not want hours. The Features section lets you switch such parts on or off for your whole company.

There is no separate Features page. The switches are a section of the company settings. Open Settings, then Company, and scroll down to Features. The section says:

"Switch optional parts of the platform on for this company. Turning a feature on changes nothing else; turning it off only hides it again."

The switches in the section, in the order they are shown:

One more switch, for the API, is not in this section. See The API switch.

Who can use it

A switch works for the whole company. It is not a setting per person.

Change a switch

1. Open Settings, then Company.
2. Scroll down to Features.
3. Click the switch to turn it on or off.
4. Press Save at the bottom of the page.

The toast Company settings saved confirms it. Nothing changes until you press Save: the switches are saved together with the rest of the page.

After saving, open another page or reload. The menu items of the feature appear or disappear for everyone in the company from their next page.

What switching off does

Switching a feature off hides its screens, menu items, columns and fields. In some cases it also refuses new entries of that kind. That is all it does.

• Nothing is deleted. Snags, hours, job costs, RCT amounts and AI chats stay stored.
• Nothing is changed. A payment keeps its RCT deducted. A cost moved to another job stays moved.
• Switch the feature on again and everything shows as it was.
• Every change to a switch is recorded: who changed it and when.

Switching a feature on changes nothing else. It only shows the screens.

Snags, damage reports and completion report

The switch says: "Adds "Snags & damage" to every job, a Snags list under Operations, "My snags" in the crew app, and the per-job completion report with sign-off."

Off for a new company.

On shows:

• Snags under Operations, for owners, admins and supervisors.
• The Snags & damage list on every job.
• My snags in the crew app: the menu item, the list on a job and the cards My snags and My snags by status on the home page.
• The completion report of a job: open, download, print and sign-off, also on the invoice rows in the accountant area.
• The box that attaches the completion report when you send an invoice to the client.
• The completion tag on job photos.
• The Open snags card on the office dashboard.
• The AI assistant can report a snag and change a snag's status.

Off hides all of the above. The print address of a completion report answers "not found". The AI assistant answers "Snagging is switched off for this company." when asked to report or change a snag.

Stored snags, damage reports, photos and signed completion reports stay. They show again when the switch is on.

More: Snags and damage and Completion report.

Job margins and job costs

The switch says: "Shows each job's margin (income minus the costs it caused), the job costs list and cost allocation. Turning it off hides them; nothing is deleted."

On for a new company.

On shows, in the office to owners and admins only:

• The Margin section on a job and the Margin % column in the jobs list.
• The Job costs list on a job.
• Allocate costs and Reallocated costs in the office menu.
• The margin cards on the dashboard.
• On a crew invoice line: the note that says which job the cost is counted on.
• On a person's form, for an Employee or a Subcontractor: the switch Costs are overhead, not job cost.

It also shows:

• Reallocated costs in the accountant area, to owners, admins and accountants.
• Margin figures in the API, for a token that may read margins.

Off hides all of the above. It also refuses new entries:

• A new job cost is refused with "Job margins and job costs are switched off for this company."
• Moving a crew invoice cost to another job, marking a line as overhead, or changing whether a person's costs are overhead is refused with "Job margins are switched off for this company."

Stored job costs and moved costs stay as they are. They count again when the switch is on.

More: Job costs and margin and Allocate costs.

Construction tax withholding (RCT)

The switch says: "Irish Relevant Contracts Tax: RCT SIN on sites, RCT deducted on payments, RCT credits in the accountant area. Turning it off only hides these; nothing is deleted or changed (payments keep their RCT deducted)."

A new company in Ireland starts with it on. A new company in any other country starts with it off. The switch is set once, when the company is made. Changing the country later does not change the switch.

On shows:

• The RCT site identifier (SIN) on the site form, in the sites list and on the job page.
• RCT deducted when you record a payment on a client invoice, and in the payments list.
• The RCT deducted column in the invoices list.
• RCT credits in the accountant area, and the RCT SIN column on crew invoices there.
• The RCT SIN warnings on a crew invoice, the bell for a site with no SIN, and the dashboard cards about RCT.
• RCT words on labels. For example a subcontractor's tax reference field reads Tax reference (RCT/VAT/PPSN).
• RCT figures in the API and in what the AI assistant can read and record.

Off hides all of the above. Labels lose their RCT words: the same field reads Tax reference. No bell for a missing SIN is sent.

Nothing stored is touched. A payment recorded with RCT deducted keeps it, and an invoice settled partly by RCT stays settled. A SIN typed on a site stays on the site.

Only an owner or admin can change this switch. Anyone else is refused, on every path, with "Only an owner or admin can switch construction tax withholding (RCT) on or off." If the switch is shown to another person it is greyed out, with "Only an owner or admin can change this." added to its text.

More: RCT site identifier and RCT deducted.

Time tracking

The switch says: "Hours logged by crew in the app, weekly approval, and hours lists for the office and the accountant. Turning it off only hides them; nothing is deleted."

On for every company made from 02/10/2026. A company made before that keeps the value it had.

On shows:

• Log hours in the crew app, for a person who is an Employee or a Subcontractor of the company.
• Crew Time in the office, for owners, admins and supervisors: the weeks to approve or send back.
• Hour logs in the accountant area.
• The card Hours this week on the office dashboard and the card My hours this week in the crew app.
• The AI assistant can list the weeks waiting for approval and approve a week.

Off hides all of the above. The AI assistant answers "Time tracking is switched off for this company." when asked to approve a week.

Hours already logged stay stored, with their status. They show again when the switch is on.

More: Crew Time, Log hours and Hour logs.

Email notifications

The switch says: "Switches four emails: the internal copy when a company invoice is issued, the invoice sent to the client, crew invoice submitted and hour log submitted. Invitations, password and security emails are always sent. Turning it off deletes nothing."

On for a new company. An older company keeps the value it had.

On: the four emails are sent as set up.

• The internal copy when a client invoice is issued.
• The invoice emailed to the client.
• The email when a subcontractor submits a crew invoice.
• The email when a person submits a week of hours.

Off: none of the four is sent.

• The Issue window of an invoice shows no email boxes. It says "Emails are switched off for this company (Settings > Company > Features). Nothing is emailed." The invoice is still issued, and the toast adds "Emails are off: nothing was sent."
• The Send invoice window shows the same line and no email boxes. Pressing Send is refused with the toast Invoice not sent: "Emails are switched off for this company (Settings > Company > Features). The invoice was not sent."
• The AI assistant gives the same refusal when asked to send an invoice.
• A submitted crew invoice or week of hours is still submitted. Only the email is left out.

The switch does not touch invitations, password emails or security emails. Those are always sent.

The addresses under Notifications stay as they are.

Only an owner or admin can change this switch. Anyone else is refused, on every path, with "Only an owner or admin can switch email notifications on or off." If the switch is shown to another person it is greyed out, with "Only an owner or admin can change this." added to its text.

More: Notifications and Send an invoice.

Crew invoices: one site per invoice

The switch says: "All lines take the site of the first line (a site stays optional: no site on the first line means none on the invoice). Use this if your accountant wants a separate invoice per site."

Off for a new company.

Off: each line of a crew invoice can name its own site, or none.

On: the first line decides the site of the whole invoice.

• In the office form and in the crew app, the site of line 1 leads. Every other line follows it and cannot be changed on its own.
• No site on line 1 means no site on any line. A site is still optional.
• Saving or submitting an invoice with a line for another site is refused, in the office and in the crew app. The line says "All lines on this invoice must be for (site). Make a separate invoice for (other site)."
• When line 1 has no site but another line has one, the line says "The first line has no site, so no line on this invoice can have one. Put (site) on the first line, or make a separate invoice for it."

Switching it on changes no stored invoice. An older invoice with several sites keeps its lines as they are. The rule is asked the next time that invoice is saved or submitted.

More: One site per invoice.

AI assistant

The switch says: "On by default: the AI assistant for owners, admins and supervisors, using your company's own AI account. Turn it off if your company does not use it. Set it up in Settings, AI setup." The link Open AI setup beside it opens the setup page.

On for a new company. A company that switched it off stays off.

On shows:

• AI assistant in the menu, for owners, admins and supervisors.
• AI setup under Settings, for owners and admins.
• Import with AI on the price list, for owners and admins, once the AI setup is complete.

The switch alone does not make the assistant work. Your company needs its own AI account and key, entered on AI setup.

Off takes all three out of the menu and the price list. The Open AI setup link beside the switch still opens the setup page, but the page only says "The AI assistant is off for this company. Turn it on in Company settings, Features, then come back to AI setup." Chats, uploaded files, the saved key and the instructions stay stored. They are there again when the switch is on.

The assistant can never change this switch, its own key or its own settings. Only a person can.

More: AI setup, AI assistant and Import with AI.

The API switch

The API has its own switch, and it is not in the Features section. It is on the API page under Settings, as the button Switch API on or Switch API off. It is off for a new company and needs a plan that includes the API. Only an owner or admin can change it.

More: API.

What happens after

• The change applies to the whole company once Save is pressed.
• Menu items, columns, fields and dashboard cards of the feature show or hide from each person's next page.
• A dashboard card of a feature that is off is not shown, even when it is in a person's dashboard layout. It comes back with the feature.
• The change is recorded: who changed which switch, and when.
• Changing a switch sends no email and no notification.

Common mistakes

I flipped a switch and nothing changed. The switches are saved with the page. Press Save at the bottom, then open another page.

A menu item is gone. Its feature is switched off, or your role does not include it. Ask an owner or admin to look at Settings, Company, Features.

I switched a feature off and fear the data is lost. It is not. Switching off only hides. Switch it on again and everything is back.

An invoice was issued but the client got no email. Check that Email notifications is on. If it was off, switch it on, then send the invoice with Send invoice. With the switch on, the client is emailed only when the client box is ticked and an address is chosen.

A crew member cannot find Log hours. Time tracking is off, or the person is neither an Employee nor a Subcontractor of the company.

A job cost cannot be added. Job margins and job costs is off. Switch it on first.

The AI assistant is switched on but does not answer. The switch only shows the assistant. The provider, key and model are set on AI setup.

I cannot find the Features section. Only owners and admins can open Settings, Company.