Settings
Settings are organized into eight tabs accessible from any settings page. Navigate to Settings in the sidebar to get started.
Shop
Settings → Shop stores your business profile. This information appears on invoices and is used as the default center point for the schedule map and route optimization.
| Field | Key | Type | Required | Description |
|---|---|---|---|---|
| Business name | Organization.name | string | Yes | Your shop's trading name. Appears on invoices and the booking widget. |
| Street address | Organization.shopAddress.street | string | Yes | Street address of your shop or home base. Geocoded to lat/lng on save. |
| City | Organization.shopAddress.city | string | Yes | |
| State | Organization.shopAddress.state | string | Yes | Two-letter state code. |
| ZIP | Organization.shopAddress.zip | string | Yes | |
| Phone | Organization.shopPhone | string | — | Displayed on invoices and the booking widget header. |
Organization.shopEmail | string | — | Reply-to address on customer-facing emails. |
After saving, a geocoding request runs in the background to convert your address to latitude/longitude. The map view shows a spinner until this completes. If geocoding fails (e.g. the address is non-standard), a warning badge appears on the Shop page — edit and re-save to retry.
Team
Settings → Team lets you invite technicians and office staff, assign roles, and manage permissions.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access — billing, settings, all data |
| Admin | All operator actions; cannot change billing |
| Office Manager | Customers, work orders, schedule, invoicing — no settings |
| Technician | View and update their own assigned work orders |
Inviting a team member
Click Invite
Click Invite team member in the top-right of the Team page.
Enter their email and role
Enter the email address and select the appropriate role. You can optionally set a pay rate (hourly, commission, or hybrid) for payroll reporting.
Send the invite
The team member receives an email with a link to set their password and join your account.
Technician accounts can only see work orders assigned to them. If a job is unassigned, the technician won't see it in their mobile view.
Schedule
Settings → Schedule controls display preferences for the schedule view.
| Setting | Description |
|---|---|
| Default view | Which view opens by default: day, week, month, or map |
| Technician colors | Assign a hex color to each technician — used for column headers in the grid and pin colors on the map |
Business Hours
Settings → Business Hours defines the days and hours your shop accepts bookings. The booking widget uses these hours to constrain the date/time picker so customers can only request slots when you're open.
Set open and close times for each day of the week. Leave a day blank (or toggle it off) to mark it as closed.
Service Types
Settings → Service Types is where you define every service you offer. Services come in two kinds:
Packages are your primary canned jobs — a flat-rate service like a full synthetic oil change. Each package has a default price, default duration, and optionally a number of included oil quarts.
Add-ons are optional extras layered on top of a package — air filter, cabin filter, wiper blades. Add-ons have a labor cost and a markup percentage applied to the parts price (looked up from PartsTech when available).
Both types can be marked active or inactive. Inactive services are hidden from the booking widget but remain on historical work orders.
Fleet
Settings → Fleet provides a list of all fleet accounts with links to their individual configuration pages. From each fleet's settings you can:
- Set the default service interval (miles and/or days)
- Configure billing terms (on completion, Net 15, Net 30)
- Toggle the self-serve fleet portal and copy the portal token URL
- Set custom pricing for specific services or vehicles
Service Area
Settings → Service Area defines where you're willing to drive. Configure a mile radius around your shop (or a custom center point), an explicit ZIP-code allowlist, or both. The booking widget uses this to flag out-of-area bookings for your review rather than silently accepting them.
See the full Service Area setup guide →
Integrations
Settings → Integrations is where you connect third-party services. Currently supported:
PartsTech — Enter your PartsTech API key to enable the Parts Search page and vehicle-specific parts lookup from work orders. See the Integrations article for setup steps.
Branding
The Branding tab is under development. When released, it will let you upload a logo and set a primary color for the booking widget and fleet portal.