Business settings

Navigate the Settings area for business-wide configuration, profiles, teams, members, and roles.

Configure timezone, record prefixes and counters, PO numbering mode, inventory tracking, kiosk, and work order sort defaults.

Manage operating entities, default currency, profile timezones, and reusable address records.

Configure teams, leads, shift scopes, and default routing for estimates, projects, media requests, and invoicing tasks.

Invite staff, assign roles and business profiles, and manage active memberships.