Summary
Learn how to access and customise Box + Dice to fit your business needs.
This article covers:
Overview
Box+Dice gives you the flexibility to tailor the system across accounting, CRM, listings, communication, templates, and more. All customisation options are found in the Settings menu.
To access the settings:
- Click the Settings icon
- Select the area you want to customise (e.g., Accounting, CRM, Listings)
Key customisations
- Accounting - Set up accounts, automate transactions, and manage supplier invoices
- CRM - Control duplicates, overdue tasks, and contact qualification rules
- Appraisals - Add reasons, set Automations
- Campaigns & Advertising - Build campaign templates, sync suppliers, and manage payments
- Listings - Customise listing entry, inspections, pricing, and prevent duplicates
- Lead Capture - Import external leads, send SMS alerts, and set lead expiry rules
- User Management - Assign roles, manage permissions, and create consultant groups
- Integrations - Connect third-party platforms with API tokens for data sharing
- Templates - Edit email and document templates to match your branding
- Sales & Commissions - Set commission percentages, reminders, and follow-ups
- Territories & Filters - Define office territories and create targeted property filters
- General - Adjust labels, terms, and field visibility across the system
By exploring Settings, you can tailor nearly every part of Box + Dice, ensuring the system works the way your business needs.