Settings

Configure your organization’s preferences, company information, and operational defaults from the Settings page.

Accessing Settings

Click Settings in the sidebar navigation. The settings page is organized into tabs.

Company Information

Set up your business profile:

• Company Name — Your business name as it appears on documents
• Address — Business address used on estimates, invoices, and contracts
• Phone Number — Primary business phone
• Email — Default reply-to email for customer communications
• Website — Your business website URL
• Logo — Upload your company logo (displayed on all customer-facing documents)

Services

Define the services your company offers:

1. Open the Services tab
2. Click Add Service
3. Enter the service name, description, and default price
4. Set the unit type (per hour, per visit, per square foot, flat rate, etc.)
5. Save the service

Services appear as selectable options when creating estimates, invoices, and jobs. Default pricing auto-fills but can be overridden on individual documents.

Tax Settings

Configure tax rates:

• Set a Default Tax Rate (applied automatically to new estimates and invoices)
• Create multiple tax rates for different service types or jurisdictions
• Tax can be toggled on or off per line item

Payment Terms

Set default payment terms for invoices:

• Due on Receipt
• Net 15, Net 30, Net 45, Net 60
• Custom terms

Notifications

Control which notifications your team receives:

• Email notifications for new estimates, invoices, and payments
• Browser push notifications (PWA)
• Notification preferences per team member

Integrations

Manage connected services:

• QuickBooks Online — Connect, disconnect, or reconfigure
• Stripe Connect — Payment processing setup
• Webhooks — Configure outgoing webhook endpoints

Data Management

• Bulk Import — Import customers, properties, and services from CSV files
• Export — Export data to CSV for backup or migration
• Seasons — Define your business seasons (e.g., “Spring/Summer”, “Fall Cleanup”, “Winter Snow”)