> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings.md).

# 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](/getting-started/getting-started/admin-setup-checklist.md) for the initial configuration steps and optional features to enable.

## Common tasks

* [What you can set up in Settings](/administration/settings/what-you-can-set-up-in-settings.md)
* [Set up your business profile: name, logo, brand color, contact, address](/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md)
* [Create brands for multiple business identities](/administration/settings/create-brands-for-multiple-business-identities.md)
* [Create offices to organize your locations](/administration/settings/create-offices-to-organize-locations.md)
* [Add and manage users and their roles](/administration/settings/review-users-and-their-roles.md)
* [Roles and permissions](/administration/settings/roles-and-permissions.md)
* [Connect Stripe for payments and automatic sales tax](/administration/settings/connect-stripe-for-payments-and-automatic-sales-tax.md)
* [Connect QuickBooks to sync accounting](/administration/settings/connect-quickbooks-to-sync-accounting.md)
* [Turn scheduling and GPS features on or off](/administration/settings/turn-scheduling-and-gps-features-on-or-off.md)
* [Configure visit reminders](/administration/settings/configure-visit-reminders.md)
* [Add, edit, or disable visit types](/administration/settings/add-edit-or-disable-visit-types.md)
* [Recurring service templates and template groups](/field-operations/assets/recurring-service-templates-and-template-groups.md)
* [Build your intake form](/administration/settings/build-your-intake-form.md)
* [Enable or disable the Customer Portal for all customers](/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md)
* [Set up Job Summaries](/administration/settings/set-up-job-summaries.md)
* [Share documents with technicians](/administration/settings/share-documents-with-technicians.md)
* [Task Documents: send and attach supporting documents](/administration/settings/task-documents-send-and-attach-supporting-documents.md)
* [The Compliance Engine integration](/administration/settings/the-compliance-engine-integration.md)
* [Enable and customize Work Acknowledgments](/administration/settings/enable-and-customize-work-acknowledgments.md)
* [Turn on Job Costing and set cost rates](/administration/settings/turn-on-job-costing-and-set-cost-rates.md)
* [Set up Time & Pay for timecards](/administration/settings/set-up-time-and-pay-for-timecards.md)

## All guides

* [What you can set up in Settings](/administration/settings/what-you-can-set-up-in-settings.md)
* [Set up your business profile: name, logo, brand color, contact, address](/administration/settings/set-up-your-business-profile-name-logo-brand-color-contact-address.md)
* [Create brands for multiple business identities](/administration/settings/create-brands-for-multiple-business-identities.md)
* [Create offices to organize your locations](/administration/settings/create-offices-to-organize-locations.md)
* [Add and manage users and their roles](/administration/settings/review-users-and-their-roles.md)
* [Roles and permissions](/administration/settings/roles-and-permissions.md)
* [Connect Stripe for payments and automatic sales tax](/administration/settings/connect-stripe-for-payments-and-automatic-sales-tax.md)
* [Connect QuickBooks to sync accounting](/administration/settings/connect-quickbooks-to-sync-accounting.md)
* [Turn scheduling and GPS features on or off](/administration/settings/turn-scheduling-and-gps-features-on-or-off.md)
* [Configure visit reminders](/administration/settings/configure-visit-reminders.md)
* [Recurring service templates and template groups](/field-operations/assets/recurring-service-templates-and-template-groups.md)
* [Build your intake form](/administration/settings/build-your-intake-form.md)
* [Enable or disable the Customer Portal for all customers](/administration/settings/enable-or-disable-the-customer-portal-for-all-customers.md)
* [Set up Job Summaries](/administration/settings/set-up-job-summaries.md)
* [Share documents with technicians](/administration/settings/share-documents-with-technicians.md)
* [Task Documents: send and attach supporting documents](/administration/settings/task-documents-send-and-attach-supporting-documents.md)
* [The Compliance Engine integration](/administration/settings/the-compliance-engine-integration.md)
* [Verify the email address Essential sends from](/administration/settings/verify-the-email-address-essential-sends-from.md)
* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)
* [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md)
* [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md)
* [Bulk upload pricebook items from a spreadsheet](/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md)
* [Build and publish your Job Approval form](/administration/settings/build-and-publish-your-job-approval-form.md)
* [Change your name or email](/administration/settings/change-your-name-or-email.md)
* [Choose your default home page](/administration/settings/choose-your-default-home-page.md)
* [Choose your appearance (Light or Dark)](/administration/settings/choose-your-appearance-light-dark-or-system-theme.md)
* [Choose and customize your invoice document template](/administration/settings/choose-and-customize-your-invoice-document-template.md)
* [Choose and customize your quote document template](/administration/settings/choose-and-customize-your-quote-document-template.md)
* [Configure the automated outreach sequence](/administration/settings/configure-the-automated-outreach-sequence.md)
* [Configure Custom Task timing](/administration/settings/configure-custom-task-timing.md)
* [Connect a calendar (Google or Microsoft Outlook)](/administration/settings/connect-a-calendar-google-or-microsoft-outlook.md)
* [Create Terms & Conditions sets for quotes](/administration/settings/create-terms-and-conditions-sets-for-quotes.md)
* [Edit a document template's design](/administration/settings/edit-a-document-templates-design-with-edit-code.md)
* [Intake form field types: standard and custom fields](/administration/settings/intake-form-field-types-standard-and-custom-fields.md)
* [Add, edit, or disable visit types](/administration/settings/add-edit-or-disable-visit-types.md)
* [Map services to visit types (Service Visit Types page)](/administration/settings/map-services-to-visit-types-service-visit-types-page.md)
* [Reset or change your password](/administration/settings/reset-or-change-your-password.md)
* [Set processing fees and pass Stripe fees to customers](/administration/settings/set-a-minimum-charge-for-credit-card-fees.md)
* [Set the confirmation email for automated outreach](/administration/settings/set-the-confirmation-email-for-automated-outreach.md)
* [Set up inventory locations and suppliers](/administration/settings/set-up-inventory-locations-and-suppliers.md)
* [Turn Equipment on or off and manage your equipment](/administration/settings/turn-equipment-on-or-off-and-manage-equipment.md)
* [Set up invoice prompt templates for AI drafting](/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md)
* [Set up quote prompt templates for AI drafting](/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md)
* [Set your Customer Portal heading and URL](/administration/settings/set-your-customer-portal-heading-and-url.md)
* [Enable and customize Work Acknowledgments](/administration/settings/enable-and-customize-work-acknowledgments.md)
* [Turn on Job Costing and set cost rates](/administration/settings/turn-on-job-costing-and-set-cost-rates.md)
* [Set up Time & Pay for timecards](/administration/settings/set-up-time-and-pay-for-timecards.md)
* [Verify your whole sending domain with DKIM](/administration/settings/verify-your-whole-sending-domain-with-dkim.md)
* [What the permissions control: a tour of the catalog](/administration/settings/what-the-permissions-control-a-tour-of-the-catalog.md)
* [Where intake form submissions go after a client submits](/administration/settings/where-intake-form-submissions-go-after-a-client-submits.md)

Scheduling and Job Summary suggestions are on by default. Admins can turn either off in Work Management > Visit checks. See [Review visit checks](/customers-and-work/scheduling/review-visit-checks.md).

* [Map values when changing an asset attribute type](/administration/settings/map-values-when-changing-asset-attribute-types.md)
* [Merge duplicate asset attribute options](/administration/settings/merge-duplicate-asset-attribute-options.md)


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