Set your business name, tenant URL, details, logos, favicon, footer, timezone, and visual themes for the CRM, intake form, and portal.
Configuration
Branding, notifications, tax, and currency
Configure branded public experiences, selectable currency, tax settings, notification templates, and customizable dashboards around your business.
Select your business currency and configure manual or Stripe-calculated tax for estimates, invoices, and payments.
Customize email and transactional SMS templates for requests, estimates, deposits, invoices, payments, worker welcomes, assignments, job-pool offers, and internal alerts.
Personalize dashboards by adding, removing, ordering, and resizing widgets for jobs, phone and text, voicemail, tasks, availability, and preferences.
Connect Stripe through guided onboarding so approvals, deposits, invoices, and payments remain tied to the CRM workflow.
