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.

Who's on the team and what each role can access. Set access once per role — Admin, Salesperson, and Technician — and every member inherits their role's access.

Role access which tools each role can open

Admin always has full access (locked). Toggle what Salespeople and Technicians can open — e.g. technicians see the schedule but not revenue or pricing.

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.)