Settings, tab by tab – Work InProgress

Rename, recolour, reorder and add stages; choose which stage marks the contract and which marks completion.

Roofing, siding, windows … used on jobs and imports.

How customers found you.

The prefix and length (e.g. 1373-0001) and where numbering starts.

Your contract (PDF or wording), the introduction letter, tax, how long proposals are good for, labour pricing, the accent colour, payment terms on the authorization page, what the customer agrees to, product selections (one per line: “Shingle colour | Barkwood, Charcoal”), the warranty certificate text and signer, and the warranties you offer.

Deposit %, when invoices are due, the first invoice number, payment instructions and the invoice note.

Connect Stripe or Square (Admin / Managers).

See Job flags.

Profit categories, the 10% alert, how many Admin / Managers must confirm an alert, and the default cost per hour.

Rates (5% / 7%) and the month goals start counting.

Sub pay rules (paid on a measurement, a material’s quantity or a category; rate by pitch like “0-7:35, 8-9:45, 10-24:50”; complexity added per unit; only on 1- or 2-storey jobs or with a certain material list), price targets, the financing fee and complexity levels.

Templates, your logo, the cover badge, the warranty seal, About us, and product sheet and warranty PDFs.

The wording of the proposal, invoice and change-order emails, with fields like {name} and {url}.

The company’s Google key for satellite pictures and pitch (Admin / Managers), with how to get one.

See Modules.