Settings

Organization

Company name, address, branding, logo, and business details

Users & Roles

Manage team members, invite users, permissions, and role assignments

Security

Two-factor authentication, session management, and access logs

Billing

Subscription plan, payment methods, and billing history

Project Workflow

Custom step-by-step workflows per service type with role assignments and triggers

Project Types

Configure service types, 3-letter codes, and colors used across all project files

Sources of Loss

Configure the loss source options available when creating new project files

Default Documents

Manage required documents, upload custom templates, and assign them to workflows

Appearance

Theme, color scheme, and display preferences

Company Chat

Manage channels, auto-add rules, and chat settings

Notifications

Configure push, SMS, and in-app notification preferences

Email Preferences

Customize email templates, branding, signatures, and delivery settings

Integrations

Connect QuickBooks Online, Sage Intacct, and third-party services

API & Webhooks

API keys, webhook endpoints, and developer settings