What you can set up in Settings
Settings is where your business is configured. The left menu groups pages by the kind of setup they control.
Account has Personal Settings. Company has Business Profile, including additional brands and multiple office locations. Team has Users, Roles & Permissions, and Technician App. Asset Groups and Services has Assets & Reports, Service Visit Types, Recurring Service Templates, and Asset Group Labels — Assets & Reports is visible only to Essential staff accounts, not to ordinary business users.
Work Management has Inventory (shown as Inventory and Purchase Orders once that module is on), Scheduling, Visit checks, Tasks, Job Costing, Time & Pay, and Automations. Automations has Automated Outreach and Custom Tasks tabs, plus a Job Approval Form tab for anyone who can open Automations. The Scheduling page contains Visit Types first, followed by permissioned Features, Visit Reminders, and Calendar Sync tabs. Quotes & Invoices has Quotes, Invoicing, Sales Tax, and Items Pricebook; each document page has a Custom Fields tab (its fields plus Purchase Order capture), and quote and invoice follow-up sequences live on the corresponding page's Follow-ups tab. Customer Experience has Customer Portal, Intake Form, Job Summaries, and Work Acknowledgments. Data & Integrations has Custom Fields (customer, property, asset group, and job fields), Data Onboarding, and Compliance Engine — like Assets & Reports, Data Onboarding is visible only to Essential staff accounts. Use the search at the top of the Settings menu (it stays in view as you scroll) to find a page by its name, group, or a related term such as billing; when the match is on one tab of a page, such as Receipts on Invoicing, the result opens that tab.
Two settings pages control inspection-report sharing. Settings -> Work Management -> Tasks -> Task Documents -> Email inspection reports controls direct PDF email while publishing and from Send Report on the open report or its Job task. Settings -> Customer Experience -> Job Summaries controls Send Job Summary, which publishes a recap link that can include the report with other job information. Each can be enabled without the other.
The Compliance Engine page is under Data & Integrations. Users with Compliance Engine setup permission can connect, reconnect, or disconnect the integration there; filing an inspection report has its own permission.
Which pages you see depends on your permissions and, for some modules, whether the feature is enabled for your business. Each page holds its own settings and most have a Save (or Save changes) button; on many pages it starts disabled and only becomes clickable once you've edited something.
Some setup is still handled by Essential rather than Settings. That includes creating asset types and creating or modifying inspection report templates. (Users and roles are self-serve: add and deactivate users and assign roles on the Users page, and create or edit custom roles on the Roles & Permissions page.) For those requests, open the Essential Assistant and choose the Talk to a human tab.
For Essential staff configuring a report in Assets & Reports → Customize, the Report Template tab lets you fill the form with sample answers and see the rendered report update. Photos, signatures, deficiencies, and service dates follow those answers. Switching between Inspection Form and Report Template keeps your sample edits; changing the form's fields or rules starts a fresh sample. Download sample includes your test photos and signatures. Sample answers and attachments stay in the preview; Save draft saves the report configuration.
Where to find it: Settings, the left menu grouped into Account, Company, Team, Asset Groups and Services, Work Management, Quotes & Invoices, Customer Experience, and Data & Integrations
Related guides
Last updated
Was this helpful?