The map of Settings
Settings is grouped by the part of the business each setting controls, with a strip of tools. Here is what sits where, and where the older page names went.
WhereSettings
Settings is one door for everything behind the scenes. Open it from Settings in the menu or from your account menu at the top right. Each setting lives with the part of the business it controls. An admin sees every group; everybody else sees Me and any page their role reaches.
The groups
Most module pages share the same tabs: Fields first, then the module's own settings, then Rules and Notifications (each a filter of the company-wide lists under System).
- Me (everyone's own): Profile, Preferences, My email, My calendar. See Change your own settings.
- Sales: Leads (tabs Statuses, Leads in, Goals, Tags), Contacts (Tags), Quotes (tabs Pricing and tax, Contract, Delivery, Layouts, Quote rules, Pricing rules, Likelihood, Goals), Orders (tabs Booking, Reviews, Goals), Payments (tab Payment settings: deposit, balance, card fee), Issues.
- Inventory: Inventory (tabs Stock rules, Weights and times, 3D models, Locations, Tags), Assets (tabs Maintenance, Trucks).
- Operations: Dispatch (tabs Rules, Routing, Lessons, Task types), Prep & Load Up (tabs Zones, Staging and print sheets), Tasks (tabs Templates, Forms, Planner).
- HR: People (tabs People, QuickBooks), Roles (tabs Roles, Teams), Time (tabs Scheduling, Pay and holidays), Documents to send, Performance (tabs Scorecards, Badges and leaderboard).
- Compliance: opens the Compliance hub, where every renewal, credential and filing is kept. Knowledge Base has its Fields.
- System: Company (name, logo, address, time zone, date format, Module names), Modules, Connections (tabs Services, Phone, API and webhooks, Team chat, AI), Sending (whether messages reach clients, and the addresses they go from), All notifications (every text, email and note that goes out), All rules (what happens on its own that is not a message), Other lists (dropdown lists no field owns).
The Tools strip
At the foot of the Settings home: Setup, Import, Trash (deleted in the last 60 days), Health, Backups, Logs (tabs Errors, Exports, Changes, Activity) and About (version and license). These are tools, not settings.
Find a setting fast
- Type in Search settings at the top of the Settings home. "tax" finds Quotes; a match inside a tab opens on that tab.
- Or use the search at the top of any screen: settings pages show under Settings in the results. See Search.
Where older pages went
| You may remember | Now |
|---|---|
| Me, Email; Me, Calendar | Me, My email; Me, My calendar |
| Company, Details | System, Company |
| Company, Modules; Modules you use | System, Modules |
| Company, Fields; Modules & fields, Dropdowns, Picklists; System, Fields | Each module's Fields tab (Tags is a tab); lists no field owns on System, Other lists |
| Company, Team; Team & roles | HR, People and HR, Roles |
| Company, Compliance | Compliance (the hub) |
| Sales, Pricing (tax, waiver, quote validity, delivery) | Sales, Quotes, Pricing and tax (Delivery is a tab) |
| Sales, Pricing (deposit, balance, card fee); Sales, Orders and payments | Sales, Payments, Payment settings |
| Sales, Booking (sign and pay, client links, margin) | Sales, Orders, Booking |
| Sales, Booking (date ranges) | Sales, Quotes |
| Operations, Tasks and forms (Types, Templates, Forms) | Operations, Dispatch, Task types; Operations, Tasks (Templates, Forms) |
| Scorecards; Badges | HR, Performance |
| Sales, Booking (stock and conflicts) | Inventory, Inventory, Stock rules |
| Sales, Costs | HR, Time, Pay and holidays (crew); Operations, Dispatch (fuel); Sales, Orders, Booking (margin) |
| Sales, Layouts | Sales, Quotes, Layouts |
| Operations, Weights & times; 3D models; Inventory, Weights and times | Inventory, Inventory, Weights and times (3D models is a tab) |
| Operations, Scheduling; Operations, Pay; HR, Scheduling; HR, Pay | HR, Time (tabs Scheduling, Pay and holidays) |
| Messages, Notifications; Templates, Team alerts, Stop statuses; System, Notifications | System, All notifications (each module's Notifications tab is a filter of it) |
| Messages, Rules; Automations; System, Rules | System, All rules |
| Messages, Sending; Email addresses | System, Sending |
| Outbox | The Inbox, Outbox |
| Connections, Webhooks, Leads in | Sales, Leads, Leads in |
| Connections, Webhooks, Events out and API keys | System, Connections, API and webhooks |
| Integrations; Connections | System, Connections |
| Setup guide, Import data, System health, Error log, Exports, About and license | Tools: Setup, Import, Health, Logs, About |
Old links and bookmarks still open the right page.
Good to know
- What you may change on a page is your role's. The page says when only an admin can change it.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
Contact support