Settings

Settings is where your organization’s defaults live - what appears on your documents, who can do what, how money is categorized, and which outside services you are connected to.

How it is organized

Click Settings in the sidebar. It opens on a landing page that lets you search, and a rail on the left holds seven groups. Each item has its own address, so you can bookmark or link to one directly.

Some items are gated. Owner only means exactly that - an Admin cannot open them. A few need a specific permission, and a couple need a plan that includes the feature.

Company

General - business name, address, phone, reply-to email, website, logo and time zone. This is what appears on estimates, invoices, contracts and the customer portal.
Team & roles - who is on the workspace and what each seat can reach. See Team & access.
Security (owner only) - two-factor enforcement, active sessions, idle-logout timeout. See Security.
Notifications - which templates send, to whom, and the quiet hours around them. See Notifications.
Customization (admin) - custom fields and tags. See Customization.

Account

Plan & billing (owner only) - your plan, payment method and invoices. See Billing.
Plan & usage (owner only) - customers and properties against your plan’s limits, and how many people are on the team.

Catalog

Services - opens the full Services page.
Pricing - default rates and how they roll into estimates.
Templates - opens Templates and form styles.
Seasons - your business seasons, which drive the almanac and seasonal planning.

Finances

Bank accounts - opens Banking. See Connect your bank.
Chart of accounts - opens Books → Accounting. See Chart of accounts.
Bank deposits - opens Banking’s deposits view.
Taxes (admin) - tax rates and defaults. See Taxes.
Vendor payments - how you pay bills, and the accounts it posts to.
Books - activating the ledger, the fiscal year, and the accounting basis.

The first three are jump-links, not settings pages. Bank accounts, the chart of accounts and bank deposits moved out of Settings into Banking and Books → Accounting, where the rest of that work happens; the rail keeps a doorway so the old habit still lands somewhere useful.

Ops

Workflows - automations that fire on events. See Automations.
Checklists - the task lists crews complete on a job.
Territories (owner only) - ZIP-based areas and automatic assignment.
Time tracking - rounding, defaults and approval rules. See Time tracking.
Geofence - how close a crew must be to clock in.
Overtime - the thresholds that drive overtime on timesheets.

Connect

Integrations - QuickBooks, Stripe, calendars and mailboxes. See Integrations.
Webhooks - outgoing event subscriptions for your own tooling.
Portal - your customer portal’s address and behaviour. See Customer portal.
Data import - bring customers, properties, services and equipment in from CSV. See Import your data.
Duplicates (admin) - find and merge duplicate customers and properties.

Activity

Audit log (owner only) - who changed what, and when.
Notification log - every message sent, with delivery status.