Settings

The job minimum, sales tax, and card fee applied to every quote. Each option's own price now lives under Service Options below.

Optional extras offered on an estimate. Reorder with the arrows, rename, change the rate, or remove.

Define your three service options — name, description, price, and how each is priced. Repurpose these to run seasonal offers like Christmas lights or shrink wrapping: pick a pricing basis (per sq ft, per linear ft, per unit, or flat rate) that fits the offer.

Feature switches and show/hide controls for tiers and add-ons.

Service option visibility

Add-on visibility

Company details and logo used across the tools and on customer-facing output.

Your brand colors, used across the whole CRM. Changes preview live here - Save to apply everywhere.

Who can open which tool, and who's on the team. Role access sets what each role may open — members inherit their role's access. The Admin row is locked to full access so you can never lock yourself out. Each member signs in with their own 4-digit PIN; PINs are stored server-side as salted hashes and are never sent back to this page, so the PIN box reads blank — type a new one only to set or reset it.

Role access

Team members

The calendar views shown on the Schedule Board, and who each is assigned to. Give each a color and default view, then assign the team members who work it — e.g. technicians on PW Jobs, John on Sales Appointments.

Targets and defaults for the reporting tools.

The default view for each tool — how time windows and lists are shown across the CRM. (Every place I could find a “view” to change is here; tell me if a page has one I missed.)