Settings & Configuration
Branding, forms, service types and preferences.
4 guides
- 01 Branding & company info Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.
- 02 Service form & checklist builder Define exactly what technicians record on a visit: fields, target values, required answers, photo rules and section order.
- 03 Service types & route tags Define your service types with default durations and the tags you use to organize routes and work.
- 04 Email & messaging settings Configure how the platform sends email and text so invoices, reports, reminders and campaigns are delivered reliably.