> 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/what-you-can-set-up-in-settings.md). # 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. Team has Users, Roles & Permissions, and Technician App. Asset Groups and Services has Service Visit Types and [Recurring Service Templates](/field-operations/assets/recurring-service-templates-and-template-groups.md). Work Management has Inventory, Scheduling, Tasks, Job Costing, Time & Pay, and Automations. Automations has separate Automated Outreach and Custom Tasks tabs. The Scheduling page contains Visit Types first, followed by permissioned Features, Visit Reminders, and Calendar Sync tabs. Quotes & Invoices has Quotes, Invoicing, and Items Pricebook; 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, Data Onboarding, and Compliance Engine. Use the search at the top of the Settings menu to find a page by its name, group, or a related term such as billing. Two settings pages control inspection-report sharing. Settings -> 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 -> 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 show a Save (or Save changes) button only 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. > **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 * [Contact Essential for setup changes](/getting-started/getting-started/contact-essential-for-setup-changes.md) * [Add, edit, or disable visit types](/administration/settings/add-edit-or-disable-visit-types.md) * [Enable and customize Work Acknowledgments](/administration/settings/enable-and-customize-work-acknowledgments.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) * [Build your intake form](/administration/settings/build-your-intake-form.md) * [Bulk upload pricebook items from a spreadsheet](/administration/settings/bulk-upload-pricebook-items-from-a-spreadsheet.md) * [Configure visit reminders](/administration/settings/configure-visit-reminders.md) * [Task Documents: send and attach supporting documents](/administration/settings/task-documents-send-and-attach-supporting-documents.md) * [Set up Job Summaries](/administration/settings/set-up-job-summaries.md) * [The Compliance Engine integration](/administration/settings/the-compliance-engine-integration.md) --- # Agent Instructions This documentation is published with GitBook. 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