Company
General Options
Last Updated: October 6, 2026Company info, logo, and feature toggles like Timesheet and Timeclock.
Payment Processing
Last Updated: October 12, 2026Connect Stripe so you can charge your own clients' cards.
Next Numbers to Assign
Last Updated: October 6, 2026Control the next automatic number for clients, invoices, POs, and more.
Units of Measure Setup
Last Updated: October 6, 2026Define the units of measure available for items.
Sites Setup
Last Updated: October 6, 2026Manage the locations, businesses, or departments you report on separately.
Color Themes Setup
Last Updated: October 6, 2026Set the company default color theme, or design your own.
Timeclock Statuses Setup
Last Updated: October 6, 2026Define the presence statuses employees can choose when clocking in or out.
Personnel Time Options
Last Updated: October 6, 2026Set company-wide thresholds for worked, scheduled, and clocked hours.
Personnel Roles Setup
Last Updated: October 6, 2026Define the roles personnel can be assigned or scheduled to on sales/service orders.
Users and Permissions
Last Updated: October 13, 2026Manage login accounts and what each one can do: adding users, every user field, password and PIN changes, MFA, and permission profiles section by section.