All settingsMedia & Documents

All Settings

Business

Company Details
Branding
Users
Notifications
OfficesSoon
TeamsSoon
PermissionsSoon

Sales & Quotes

Quote Settings
Quote Templates
Description Library
Numbering
Email Templates
Webforms
Proposal BuilderSoon
PDF StylingSoon
Pricing RulesSoon
Margin ThresholdsSoon
Approval WorkflowsSoon

Operations

Services
Job Types
Statuses
SchedulingSoon
Capacity PlanningSoon
Workflow AutomationSoon

Customer Portal

Media & Documents

Media Library
Document Library
Technical DrawingsSoon
Image OptimisationSoon

Communication

Email
Notification Channels
SMSSoon
AI AssistantSoon
InboxSoon
Internal NotesSoon

Integrations

Xero
Stripe Connect
File Storage
MYOBSoon
Google CalendarSoon
SlackSoon
API KeysSoon
WebhooksSoon
Supabase StorageSoon
AI ProvidersSoon

System

Reset Data
Audit LogsSoon
Backup & RestoreSoon
Data ExportSoon
Environment SettingsSoon
Feature FlagsSoon

Document Library

PDFs, brochures, manuals, warranties, installation guides and other files — reusable across quotes, the customer portal and installed product records.

Upload documents

PDFs, Word, Excel, CSV and plain-text files. Files are stored securely and reusable across the app.

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