Settings

• Settings — how your business works: branding, pricing, service areas, workflow. Admin only, apart from your own notifications.
• Profile — how you work: your name, password, your menu, and your subscription. See Profile & billing.

• Notifications — your personal alerts and devices.
• Team / Users — invite people and set their permissions.

• Company Info — business name, phone, email, legal name, website, HQ address, review link, your logos (light background, dark background, square icon) and your brand color. These appear on every estimate, invoice, and email your customers receive.
• Service Model — mobile, shop-based, or both. This drives where appointments default and whether location pickers appear.
• Regional & Tax — country, timezone, currency, units, date format, and tax rate. Everything in the app displays in this timezone.
• Service Areas — the postal codes you cover, used to flag out-of-area requests.
• Scheduling — your working hours and defaults.

• Request Form — build your public estimate form: section headings, custom questions, what's required.
• Estimates and Invoices — document defaults, terms, and numbering.
• Customer Notifications — the wording of the messages your customers receive, including confirmations and the 24-hour reminder.

Pricing Matrices holds your price lists, as a size grid or by inches. Each one can be edited, set as default, duplicated, or deleted. Pricing factors such as Glue Pull, Laminated Glass, Edge of Panel, and Aluminum / HSS / UHSS live here too.

• Integrations — connect your card processor and other services. The Pro plan includes the Quo phone integration and Square; on Core, texting hands off to your phone's own messaging app.
• Marketing — campaign and attribution setup.

• Your HQ address drives every route, drive time, and mileage figure — keep it accurate.
• Your logo and brand color are applied automatically to documents, the public request form, and emails.
• Set Regional & Tax before you start invoicing; it affects tax figures in reports.
• Technicians only see Notifications here; everything else is admin-only.

Desktop: sidebar → Settings (admin) and avatar menu → Profile. Mobile: More → Settings / Profile.