Settings

Setting up your company profile

Keep customer-facing documents and portal links aligned with your business details.

Jul 29, 2026

Configuring receivables, terms, and reminders

Set default payment terms, automatic overdue reminders, and your finance charge policy.

Aug 26, 2026

Customizing your branding and logo

Set the name, logo, contact details, and social links that appear on customer-facing documents.

Aug 31, 2026

Managing your team

Invite staff, assign roles, and remove access when someone leaves.

Sep 1, 2026

Configuring roles and access

Decide which roles can reach each feature, from finance reports to pricing visibility.

Sep 2, 2026

Setting up tax rates

Define the sales tax, VAT, or fees applied to your estimates and invoices.

Sep 3, 2026

Managing labor rates

Set the hourly rates your team bills, and control which ones are taxable.

Sep 4, 2026

Configuring the parts pricing matrix

Set markup rules by cost band so parts price themselves consistently.

Sep 5, 2026

Overriding labor guide rates

Adjust labor guide times and pricing for operations where the book time does not fit your shop.

Sep 6, 2026

Customizing print templates

Choose invoice, work order, and inspection layouts, and control your invoice disclaimer.

Sep 7, 2026

Configuring warranty defaults

Set warranty durations, claim requirements, and how warranty work appears on invoices.

Sep 8, 2026

Setting business hours and shop closures

Define when you are open, and block out holidays so nothing gets booked into them.

Sep 9, 2026

Customizing work order statuses

Shape the status pipeline your team actually uses, and control status notifications.

Sep 10, 2026

Managing add-ons

Turn optional LedgerDo capabilities on or off and assign the seats they use.

Sep 11, 2026