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 invoices.
• 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. 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.
• Features. Optional ways of working: one price per job on customer documents, 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), and separate financial books.
• 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, and utilization target. 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, usage against the monthly cap, who covers the service fee, and the Refer a shop card. See Pricing.
• Security. Two-factor authentication for your own login. See Security.