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Documentation Index

Fetch the complete documentation index at: https://docs.simplifi.work/llms.txt

Use this file to discover all available pages before exploring further.

The System module contains global configuration for the Simplifi instance itself. All settings below are configured in JAS — navigate to System in the JAS navbar to begin.
These settings affect the entire Simplifi instance. Take care when modifying server, website, or API settings on a live environment.

Company Details

Enter the organisation’s company details in this section. These are used to identify the instance and may appear in system-generated communications.
Press Save Settings at the top of the page after completing each section.

Server Settings

These settings define the server environment that this Simplifi instance runs on.
SettingDescription
Server NameThe display name for this server.
Server JadRap
Server DirectoryThe file path on the host machine where all system files are stored.
Releases FolderThe path to the folder (typically in Dropbox) where release/version scripts are stored.
SDS Tracking URLIf SDS tracking changes are being forwarded to an external monitoring server, enter that server’s URL here. Leave blank if not in use.
Time ZoneThe timezone the server operates in. This affects all time-based calculations across the instance.
Press Save Settings before continuing to the next section.

Website

These settings connect the Simplifi instance to its public-facing web presence.
SettingDescription
Website URLThe URL of the organisation’s main website.
App URLThe URL at which the Simplifi web app is hosted.
Website FolderThe file directory on the server where website files are stored.
Default PortalThe portal that users land on by default when visiting the app URL.
Number Licences
Scripts Version
Menu Bar Class
Press Save Settings before continuing to the next section.

Other Settings

Miscellaneous settings covering Google API integration, job reminders, reporting, and account management.
SettingDescription
Google API KeyThe API key for Google services (shared across all Simplifi instances for the organisation). This can be found in the Google Cloud Dashboard.
Google Client IDThe OAuth client ID for Google. Used for Google SSO and Calendar integration.
Google API Key (Server)A server-side Google API key, used for server-initiated Google API calls.
Google Client SecretThe OAuth client secret for Google. Paired with the Client ID for authentication flows.
Google Country CodeThe country code for Google API access (e.g. nz for New Zealand, au for Australia).
Job Start Reminder
Purge Reports AfterThe number of days after which generated reports are automatically deleted from the system.
Max Work RadiusThe maximum radius in kilometres from which a staff member can be assigned work.
Disable After InactivityThe number of days of inactivity after which a user account is automatically disabled.
Press Save Settings before continuing to the next section.

OpenAI Settings

These settings configure Pete, the Simplifi AI assistant, which is powered by OpenAI.
SettingDescription
ModelThe primary OpenAI model Pete uses for responses.
Model - MiniThe smaller/faster OpenAI model Pete uses for lighter tasks.
Model - NanoThe lightest OpenAI model available to Pete.
API KeyThe API key for OpenAI. Required for Pete to function.
Vector Store (Users)The ID of the vector store containing documentation files that inform Pete about how Simplifi works — specifically for end users.
Vector Store (Staff)The ID of the vector store containing documentation files for Pete, scoped to organisation staff.
ContextThe system-level context prompt for Pete. Modifying this changes Pete’s tone and behaviour.
Press Save Settings before continuing to the next section.

Push Notification Sound Files

These settings control the alert sounds used for push notifications sent via OneSignal. Set each notification type to either one or glass — these are the two available notification sounds in Simplifi.
Press Save Settings before continuing to the next section.

Linked Backup Settings

These settings configure where Simplifi’s data files (users, organisations, etc.) are backed up to.
SettingDescription
Files Backup FolderThe local file path on the server host machine where the system first backs up data files.
Linked External Systems
Press Save Settings before continuing to the next section.

Test Server Email Exceptions

By default, emails are not sent from the test server. To allow specific addresses to receive emails from the test server (for example, to test email functionality during development), add those email addresses to this list.

Release Notification Emails

Add an email address to this field to receive a notification each time a new Simplifi release is deployed.

User Update Emails

When a new user is created, emails listed in this field receive a notification.
Once all sections have been completed, press Save Settings at the top of the page to apply all changes.