Settings

Settings is admin territory (everyone else sees just Profile and Security). Changes save automatically as you edit — no Save buttons to hunt for; each section shows a "Saved" indicator in its header. Here is the map.

Shop setup

• Profile. Shop name, phone, email, website, address, your Google review link, and the logo that prints on your quotes and invoices, their PDFs, the print view, and the emails that carry them.
• Pricing & invoicing. Default labor rate, tax rate and whether labor is taxed, environmental fee (a percent of parts with an optional cap, or a flat charge per invoice), a default shop supplies charge that pre-fills on every new quote — a percent of the job subtotal with an optional cap, or a flat amount. While untouched, a percentage charge follows line-item edits. Editing or removing it on the review screen makes that amount an override for this quote, so it survives refresh and send. Note presets live here too: short canned notes for customers (break-in advice, warranty terms, a seasonal reminder) that a writer adds to any car with one tap from its Customer notes. This section also holds the parts markup matrix, your markup percentage by cost bracket, which prices every part that flows in from PartsTech. Brackets must cover every cost — a cost that falls between brackets gets no markup and sells at cost, and the editor warns you about any gaps. Each line runs from its "from" up to but not including its "under", so a part at exactly $2.00 takes the "from $2" line. Legal identifiers live here too: Tax ID, BAR number, business license, EPA ID, plus the warranty and terms text printed on invoices. Approval terms sit under that text: your own terms and conditions, one list per document (estimate approval, invoice signature), each Required or optional, with the customer's checkbox block previewed live as you write; the estimate list starts with the optional Save my old parts box, every save is a new version, and each approval keeps the wording that was ticked.
• Features. Optional ways of working: one price per job on customer documents, part numbers on customer documents (on by default; turn it off and quotes, invoices, PDFs, and the in-shop approval screen stop printing part numbers while your own screens keep them; any single quote or invoice can override the default from its review screen or bill rail), engine-hours tracking for powersports units, fleet unit numbers (a Unit # field on check-in and vehicle edit, for commercial fleets that refer to trucks by their own numbers — the number shows on the board, in search, and on the vehicle page), separate financial books, and the two similar-vehicle insights switches (show the hints; contribute your invoiced jobs to the cross-shop counts). See Similar-vehicle insights.
• Hours. Weekly opening hours, which drive scheduling.
• Team. Members, roles, invites, schedule visibility, diag capability, and working hours. See Team and roles.

Operations

• Service menu. The catalog customers can book from. Each service can show a price on the booking page: no price (you quote by text), Free, a flat price, or a range.
• Booking. Your public URL, whether customers pick times or request them, drop-off capacity, bays, lead time, utilization target, and whether your street address and phone number show on the booking page. See Website booking.
• Outreach. Segments, daily caps, quiet hours, reminders, review asks, auto status updates, and your shop's writing voice. See Outreach.
• Receptionist. Call and text toggles and the transfer number. See The AI receptionist.

Connections

• Payments. Stripe Connect for online payment. See Getting paid.
• Texting. Carrier registration and your shop number. See Texting setup.
• Integrations. PartsTech and QuickBooks.

Account

• Billing. Plan status and the Refer a shop card. See Pricing.
• Security. Two-factor authentication for your own login. See Security.
• Display. Appearance (light or dark), High contrast, Color filter, and Language. High contrast darkens borders, small text, and status colors on every screen, including Messages. Color filter has the same three options as your phone or computer (Deuteranopia, Protanopia, Tritanopia) and shifts status colors so they stay distinct for that kind of color vision. These apply to the device you set them on, not the whole shop. The mobile app has the same four under Me > Preferences.