Branding, forms, service types and preferences.
Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.
Open Settings from the admin workspace.
Define exactly what technicians record on a visit: fields, target values, required answers, photo rules and section order.
Open the service form and checklist settings from Settings.
Define your service types with default durations and the tags you use to organize routes and work.
Open service type and route tag settings from Settings.
Configure how the platform sends email and text so invoices, reports, reminders and campaigns are delivered reliably.
Open the communication settings from Settings.