⚙️
Company Settings
Branding · rates · technicians · integrations
🧠 Owner
Settings
🏢 Company Info
💰 Rates & Pricing
📍 Service Area
👷 Technicians
🔌 Integrations
🔔 Notifications
🏢 Company Info & Branding
This info appears on proposals, invoices, and client-facing pages.
Logo
❄️
Upload Logo
PNG, JPG · 512×512px
Company Name
Tagline
Phone
Email
Address / City
Website
Brand Color
Used on buttons and accents in proposals & invoices.
License Number (optional)
💰 Rates & Pricing
Default rates pre-fill proposals and invoices. Override any time.
Service Call / Diagnostic
Charged on every visit
Labor Rate (per hour)
Standard hourly rate
Emergency Surcharge
Added for emergency calls
After-Hours Surcharge
Added outside business hours
Tax Rate (%)
Applied to all invoices
Deposit Required (%)
% of proposal total upfront
Payment Methods Accepted
💳 Credit/Debit
🏦 ACH/Check
⚡ Zelle
💜 Venmo
💵 Cash
📍 Service Area
ZIP codes you serve. Shown on the booking page.
Primary City / Region
Max Travel Radius (miles)
Service ZIP Codes
+ Add ZIP
Customers outside these ZIPs will see a "call for availability" message.
Business Hours
👷 Technician Roster
Manage techs, roles, and access.
+ Add Technician
🔌 Integrations
Connect tools to automate your workflow in Step 4.
🚀 Step 4 Connection Plan
Booking Form → n8n → Supabase (save job) → Twilio (SMS to customer + tech)
Job Complete → n8n → Auto-generate invoice → Send payment link via SMS/email
Invoice Unpaid 1/3/7 days → n8n → Reminder SMS → Auto-escalate to owner
🔔 Notification Settings
Control when and how alerts are sent.
Make changes above and save.
↺ Reset
✅ Save Changes
+ Add Technician
✕
Full Name
Phone
Email
Role
Lead Technician
Technician
Helper / Apprentice
Dispatcher
Certifications
Van / Vehicle