Settings reference
Every Settings screen explained, option by option, with its default and the plan it needs.
8 articles
- GuideSettings: App & accountEvery option under App & account, including General settings, Features, custom fields, form setup, tables, imports, subscription and white label.
- GuideSettings: Business settingsEach business's name, tax details, contact, logo, bank, UPI, numbering and terms, plus your shop profile, region and business hours.
- GuideSettings: Customers & messagingEmail, SMS, message logs, message templates, reminders, default notification settings and customer address defaults.
- GuideSettings: Documents & printingThe Documents & printing screens - print settings, terms and conditions, notification signatures - and where to set document numbers. Each business has its own.
- GuideSettings: IntegrationsEvery card on the Integrations screen, which plan and country it needs, and where to read more.
- GuideSettings: Jobs & repairsEvery Jobs & repairs screen - statuses, devices, services, job defaults, automatic status changes, service option, self check-in, pickup and drop, and rentals.
- GuideSettings: Payment & taxThe Payment & tax screens - Tax settings, Payment types, Expense category and due dates for jobs, tasks and purchases.
- GuideSettings: Team & accessEmployees, commission, two-factor login, and the Permissions tile for your device's camera, location and notifications.
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