Settings Overview

Most settings are owner-only. Team members usually only have access to Settings > Team.

Core Settings

1. Business Info: business name, address, phone, email.
2. Branding: logo, colors, and document look.
3. Invoice Settings: numbering, default tax, terms.
4. Estimate Settings (Pro): estimate numbering and defaults.
5. Payments (Pro): connect Stripe for online payments.
6. Billing: manage your Pro subscription and customer card-on-file setup.
7. Service Request Form (Pro): public lead form and embed settings.
8. Client Portal (Pro): customer login portal controls.
9. Calendar (Pro): external calendar sync token.
10. Reminders / Late Fees / Deposits / Time Tracking (Pro): operational automations.

Navigation Tip

Open Settings in the app and use the cards to jump directly to each section.