Settings

Business Profile

Business information, contact details, and logo

Branding & Documents

Logo, colors, invoice style, and document settings

Pricing & Services

Service profiles, rates, and add-on items

Taxes

Sales tax rate and tax settings

Service Areas

Cities, neighborhoods, and zip codes

Import Customers

Import customers from CSV or Square

Archived Customers

View, restore, or permanently delete

Customer Defaults

Default preferences and custom fields

Base Address

Set your starting location for routes

Route Preferences

Routing strategy, avoidances, and optimization

Geocoding Settings

Address accuracy and map preferences

Export & Backup

Export data or create a backup

Reset Demo Data

Clear all demo data and start fresh

Help Center

Guides, FAQs, and support articles

Feedback

Report bugs or suggest improvements