Settings
Customize Sattotal for your shop
The Settings area (Administrator role only) brings together everything about how your shop is set up. When you open it you don't get a bare grid of cards: you get a summary of what's ready, what still needs something and what's switched off, split into six groups. And every page comes with its own help, "How to set it up", with the steps to get it working.
How to set up your organization
How to set up email
The overview: your shop's setup at a glance
Under the title there are three counters: settings that are ready, settings with something pending and settings that are off. Then come the groups. Each setting takes one row with its name, a line saying how it stands (for example "Details complete", "No email account set up" or "Free plan: 12 of 30 repairs this month") and its status badge. Tap any row to open its page.
Preview — Settings overview
Settings
What's ready, what's missing and what's turned off. Open any setting to change it.
Your shop
Organization
Details complete
Documents
Default wording for your country
Team
Team
3 members
Customers
No email account set up
Not connected
Repairs
Labels
Standard label format
What each badge means
Set up and working.
Something is missing for it to work properly. Its row tells you what.
Turned off or not started yet. It's optional: only turn it on if you're going to use it.
No badge
Rows without a tag are information or tools: there's nothing to turn on.
An optional setting you've never touched shows as "Off", never as "Needs attention": you don't have to switch on anything you won't use. "Needs attention" is kept for things that really need it, such as the shop's required details, your main tax, an email account to send documents from or an expired digital certificate.
"To do now", always at hand
To the right of the summary (below it on a phone) you'll find what each badge means and the "To do now" list: every setting that still needs something, with a link and the reason. If nothing is left, it says so. The summary is worked out when the page opens: after saving a change, come back to the overview to see it updated.
The six groups
Settings are grouped by what they're for, in this order. Anything that doesn't apply to your shop is hidden: WhatsApp and the AI features only show up when they're available to your organization, and POS and Invoicing only in countries where Sattotal issues invoices.
Your shop
Organization
Shop details, logo, tax ID, address and contact. This is also where you choose the country and the currency you work in, on the same row: picking a country suggests its currency, but you can change it. Essential to generate documents with a letterhead. While any required field is missing, the notification bell reminds you and disappears as soon as you complete it. Your shop's tax ID is required, except in the Latin American countries where the app does not issue invoices: many shops there are not tax-registered and can leave it blank (Honduras, Nicaragua and Cuba still ask for it, because the shop is the invoice issuer). Under "Company images" you also choose the logo size on the intake sheet. Next to the country and the currency you also choose the language for your customers: the one their emails and WhatsApp messages come in.
Taxes
Define your rate catalogue (standard VAT, reduced rates, zero-rated…), which one applies by default, and the equivalence surcharge scheme. Your country's official rates come preloaded.
Documents
Four editable texts with a "restore default" button —warranty (with a selectable number of months: 1, 3, 6, 12, 24 or 36, or any other from 1 to 120 with "Custom"), disclaimer, service conditions and privacy policy, used in PDFs and on intake— plus repair numbering: the prefix that identifies your repairs. Those four texts print on the back of the intake sheet.
Subscription
Check your plan and trial period, and manage your organization's subscription.
Team
Team
Invite the people on your team by email, choose their role (administrator or technician) and use Permissions to decide which sections each technician can open. Every plan allows a number of members: once you reach the limit, the summary flags it as "Needs attention" and the page offers to upgrade your plan instead of sending an invite.
Notifications
Adjust the alerts and thresholds (days in the shop, in the warehouse, and estimates without a response). Also the review request the customer gets after pickup: turn it on or off and customize its texts. Also the text of the device repaired notice, in case you deliver to customers instead of waiting for them to pick it up.
Customers
SMTP, Gmail or Outlook to send quotes, receipts and sign-offs by email.
Connect your shop's WhatsApp number by scanning a QR code so you can chat with customers from the app. It only appears if WhatsApp is enabled for your organization; until you connect it, it shows as off.
Payments and invoices
POS
The till and point of sale for taking payment at the counter, for both sales and repairs. You add your terminals ("Till 1"…), decide whether the till has to be opened and closed with a daily cash count, and set up the printer and the receipt. Not included in the Free plan.
Invoicing
Issue invoices from Sattotal: the numbering series for invoices and credit notes and, where e-invoicing is mandatory, your digital certificate. The summary warns you when the certificate has less than a month left and when it has expired. Not included in the Free plan.
Repairs
Device categories
The device families you work with and which one is your main one, listed first. The intake drop-downs only show yours, and unticking a family never deletes a device.
Failure causes
Browse the general catalog of failure causes, sorted by category, add your own and switch off the ones you don't use so they don't come up when diagnosing.
Labels
Preset formats for label printers (50x25mm, Brother DK, Dymo LW...) or your own, with QR code, order number and multi-label A4 sheets.
Insurance companies
The insurers you work with and their loss adjusters, so you can pick them when you log a claim on a repair. You only need this if you repair insured customers' devices.
On-site visits
For home and on-site visits: the labor service with its hourly rate, the call-out service and when it's charged, and what goes on the signed job sheet. If you don't do visits, leave it unset: the summary shows it as off.
Tools and data
AI features
One switch for every AI feature: the assistant, identifying devices from a photo, reading invoices, reviews and the daily report. The page explains which customer data goes to the provider while they're on; switched off, nothing leaves Sattotal.
Import data
Bring in your customers, items and suppliers from a CSV file exported from your previous software or a spreadsheet, with a preview before you confirm. Duplicate rows are skipped and nothing that already exists is ever changed.
Export data
Download your customers, inventory, repairs and invoices as CSV, one by one or all together in a ZIP file.
API
Keys to connect your CRM, Make or n8n and sync customers automatically. Each key is shown only once: if it's lost or leaked, revoke it and create a new one. Not included in the Free plan.
The "How to set it up" help on every page
All 19 Settings pages come with their own help: the steps to get that setting working, with the button names exactly as you see them on screen, and a note with what's worth knowing before you change anything.
Preview — Organization, with its help alongside
Settings › Organization
- 1Fill in your business details: trade name, tax ID, email and phone. They appear on intake sheets, quotes and invoices.
- 2Complete the shop's business address and choose the country. The country sets the tax, the legal wording and how the tax ID is checked.
- 3Upload your logo and, if you like, your signature: they're printed on your documents.
- 4Click Save changes.
On forms
On a wide screen the help sits in a column to the right of the form and stays with you as you scroll down the page.
On tables and on phones
On pages with tables or designers (Team, Labels, Failure causes, Insurance companies, Import data and Export data), and on any page on a small screen, the help sits behind this button at the top right. Tap it to open a panel with the same steps.
The bell and the assistant say the same thing
The bell in the top bar reminds you to review your shop details, your tax and your document texts. It decides what's done using the same rules as the summary, so the two never contradict each other.
Ask the assistant "what's left to set up?" and it answers with the same summary: what needs attention first, with a link to each setting.
Repair numbering
Every repair is identified by a number such as SAT-2026-0042, which appears on the receipt, in emails to the customer and in the list. SAT stands for the Spanish for "technical service": it makes sense in Spain, but not everywhere. That is why you choose the prefix — a Romanian shop uses ATE, and whoever leaves it alone keeps SAT and the same numbering as always.
How the number is built
Prefix
Yours: 2 to 5 letters
Year
Resets on its own every 1 January
Counter
Goes up one by one
How to change it
Go to Settings → Documents
The first block on the page is "Repair numbering".
Type your prefix
2 to 5 letters, no digits or dashes. It is uppercased for you, and right below you can see how your next repair would look.
Choose where the count continues
With a brand-new prefix the count starts at 0001. If you would rather carry on where you left off, type the number in "Starting number" — 41, say, if your last repair was 40. That number applies to the current year; on 1 January the count starts over.
Repairs that already exist keep their number
Changing the prefix renumbers nothing: earlier repairs keep their number forever, and the new prefix only applies to the ones created from that moment on. Your old documents and emails remain valid.
Only administrators can change it
Like the whole Settings area, this option is limited to the Administrator role.
What if I change my mind?
Leave the field empty and it goes back to SAT. Repairs already created with the previous prefix stay as they are.
Warranty period
The months of warranty you give on device repairs. You choose them in Settings → Documents (admins only): 1, 3, 6, 12, 24 or 36 months, or Custom to enter any whole number from 1 to 120, such as 18 or 48 months.
Settings → Documents · Warranty Period
Warranty Period
Warranty Period
Number of months
1–120
How to change it
Open Documents
Go to Settings → Documents, Devices tab, and find the Warranty block with the "Warranty Period" dropdown.
Pick the months
Choose an option, or "Custom" and type the number of months. If it isn't a whole number from 1 to 120, the field turns red and you can't save.
Save changes
Click "Save changes". Handovers signed from then on use the new period.
Where it's used
In the "warranty until" date on the handover sheet, in the handover email the customer receives, and in the warranty and terms texts that state the number of months.
Signed handovers don't change
Each repair keeps the warranty date it was handed over with. Changing the period only affects new handovers.
What the law says
Where the law sets a minimum warranty, don't configure less. For vehicle workshops, where the law sets the warranty (for example, a state's auto repair law), the law applies, not this setting.
The intake sheet (deposit receipt)
This is the document your customer signs when they drop off a device. It comes out on two A4 pages: the first one is the full sheet —your logo and details, the customer, the device, its initial condition, the fault, the risks you explained, the turnaround time, the tracking QR code and the signatures—; the second one, on the back, carries your texts from Settings → Documents in small print, like a contract. Printed double-sided it takes a single sheet of paper, and the same PDF is what goes out by email or WhatsApp.
Preview — Intake sheet: front and back
Page 1 — the sheet
Your shop
N: SAT-2026-0042
DEPOSIT RECEIPT / WORK ORDER
CUSTOMER DETAILS
DEVICE DETAILS
INITIAL CONDITION
REPORTED FAULT
RISKS EXPLAINED
TERMS OF SERVICE
CUSTOMER SIGNATURE
SHOP STAMP
Page 2 — the back
TERMS OF SERVICE
N: SAT-2026-0042
WARRANTY
LIMITATION OF LIABILITY
GENERAL TERMS
DATA PROTECTION
Logo size on the sheet
Small (the usual one)
Medium
Large
Upload your logo
In Settings → Organization, "Company images" card. A PNG with a transparent background works best: it prints clean on paper.
Pick its size
Right below the logo, "Logo size on the intake sheet": Small, Medium or Large, then click Save. Wide logos gain the most, because Medium and Large let them grow sideways.
Write your terms
In Settings → Documents: warranty, limitation of liability, service conditions and privacy. Whatever you save there is exactly what prints on the back.
Your texts, as written
Keep your country's default texts, tweak them or write your own from scratch, in any format. If you leave one empty, your country's default prints instead. The gaps in the default texts (warranty months, fault, risks and date) fill in automatically with each repair's details.
What if it doesn't fit?
The back is laid out in three columns and, if your texts are very long, it carries on to another page: nothing is ever cut off. The sheet works the same way if the fault or notes are huge, but the signatures are never split across two pages.
The signature covers the back
Above the signatures, the sheet states that the customer was informed of the risks and accepts the terms printed on the back. That's why it's best printed double-sided, or with both pages stapled together.
Light / dark theme
Change the theme with the button in the top bar. In automatic mode, the app turns light at sunrise and dark at sunset, following the sun where your shop is (or in your country's capital if it has no address yet), without asking for your location. If you turn it off, it stays on the theme you're seeing.