Settings

Company profile, branding, and general settings

Manage team members and their permissions

Subscription plans and payment methods

Global contact directory and management

Lead sources, pipelines, and CRM configuration

Survey templates, inventory items, and categories

Rate cards, pricing rules, and cost calculations

Scheduling rules and dispatch preferences

Vehicle management and maintenance settings

Email templates, SMS, and notification settings

Invoice templates, numbering, and payment terms

Warehouse locations and storage pricing

Document requirements and compliance rules

Third-party integrations and connected services

API keys, webhooks, and developer settings

Enable or disable features for your organization