Settings

The list of reasons your team picks from when a route stop cannot be done — add, rename, reorder, and decide which require notes or show to customers.

Your subscription overview, the card that is charged, what is billed when, the payment history, what a failed payment does and the grace period.

What Starter, Pro and Business each include, where to read your usage, and exactly what happens when you upgrade, downgrade or drop back to Starter.

The alerts your team gets in the app and on their phones, the texts and emails your customers get automatically, where each is switched, and the wording.

Create the tax rates you collect, group them into profiles by postal code with one default, and know how a document picks its rate and which lines pay it.

Connect QuickBooks Online, bring your existing customers and catalog across, choose the accounts and tax codes documents post to, read the daily sync.

Where your logo, colors and social links go, what an invoice prints as “From”, how customer emails are signed, and which plan lights up which surface.

The one deposit percentage, the switch that decides whether online bookings pay it up front, and what happens to a deposit when a job is canceled.

Where your name, contacts, logo, locations, hours, closures, timezone, currency and service area live under Settings → Company, and what reads each.