Settings

Configure your business profile, users, roles, invoicing, quotes, scheduling, inventory, intake forms, portal, email, and integrations.

Setting up a new business? Start with the Admin setup checklist for the initial configuration steps and optional features to enable.

Common tasks

• What you can set up in Settings
• Set up your business profile: name, logo, brand color, contact, address
• Create brands for multiple business identities
• Create offices to organize your locations
• Add and manage users and their roles
• Roles and permissions
• Connect Stripe for payments and automatic sales tax
• Connect QuickBooks to sync accounting
• Turn scheduling and GPS features on or off
• Configure visit reminders
• Add, edit, or disable visit types
• Recurring service templates and template groups
• Build your intake form
• Enable or disable the Customer Portal for all customers
• Set up Job Summaries
• Share documents with technicians
• Task Documents: send and attach supporting documents
• The Compliance Engine integration
• Enable and customize Work Acknowledgments
• Turn on Job Costing and set cost rates
• Set up Time & Pay for timecards

All guides

• What you can set up in Settings
• Set up your business profile: name, logo, brand color, contact, address
• Create brands for multiple business identities
• Create offices to organize your locations
• Add and manage users and their roles
• Roles and permissions
• Connect Stripe for payments and automatic sales tax
• Connect QuickBooks to sync accounting
• Turn scheduling and GPS features on or off
• Configure visit reminders
• Recurring service templates and template groups
• Build your intake form
• Enable or disable the Customer Portal for all customers
• Set up Job Summaries
• Share documents with technicians
• Task Documents: send and attach supporting documents
• The Compliance Engine integration
• Verify the email address Essential sends from
• Add or edit a pricebook item
• Add the intake form to your website
• Automate task statuses with Task Automations
• Bulk upload pricebook items from a spreadsheet
• Build and publish your Job Approval form
• Choose your default home page
• Choose your appearance (Light or Dark)
• Choose and customize your invoice document template
• Choose and customize your quote document template
• Configure the automated outreach sequence
• Configure Custom Task timing
• Connect a calendar (Google or Microsoft Outlook)
• Create Terms & Conditions sets for quotes
• Edit a document template's design with "Edit code"
• Intake form field types: standard and custom fields
• Add, edit, or disable visit types
• Map services to visit types (Service Visit Types page)
• Reset or change your password
• Set processing fees and pass Stripe fees to customers
• Set the confirmation email for automated outreach
• Set up inventory locations and suppliers
• Set up invoice prompt templates for AI drafting
• Set up quote prompt templates for AI drafting
• Set your Customer Portal heading and URL
• Enable and customize Work Acknowledgments
• Turn on Job Costing and set cost rates
• Set up Time & Pay for timecards
• Verify your whole sending domain with DKIM
• What the permissions control: a tour of the catalog
• Where intake form submissions go after a client submits

Scheduling and Job Summary suggestions are on by default. Admins can turn either off in Work Management > Visit checks. See Review visit checks.

• Map values when changing an asset attribute type