For Owners · Admins
Workspace settings
One place for every configuration screen — business profile, services, payments, documents, and more.
Configuration is your workspace's control panel, pinned to the bottom of the office sidebar. It's organized into sections, each its own page, so settings for a particular feature always live in one predictable place.
What's inside
- Business profile — your name, currency, and contact details.
- Appearance — theme and color.
- Payments — transaction categories and payment methods.
- Services — your service types, grouped into departments with optional daily capacity.
- Contracts — Auto Schedule and Contract Agreements settings.
- Premises — the premises types you use on jobs, leads, and contracts.
- Documents — PDF branding (logo, letterhead, footer, watermark) and quotation templates, shared across quotes and invoices.
- Integrations — lead webhooks and Google Ads (when Leads is on).
- Lead sources — your source list and re-engagement settings (when Leads is on).
- Pipelines — sales pipeline stages (when Leads is on).
- Features — turn Leads, Attendance & Leave, and Assets on/off, plus industry packs.
- Roles — the permission matrix for building custom roles.
Example
Setting up your first invoice branding
Before sending your first invoice, go to Configuration → Documents and upload your logo, set a letterhead, and enter your bank details for the bank-details block on the PDF. Every invoice and quote from then on carries this branding automatically.
Related docs
Onboarding
Create your workspace, set up the basics, invite your team, and book your first job — everything you need for day one.
Workspaces
Understand what a workspace is, switch between them, and manage branding, modules, and plan settings.
Roles & permissions
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Industry packs
Turn on the pack that matches your business to get the right labels, checklists, and tools out of the box.