Help Center

Account Settings

Set up your company, users, groups, labor rates, and defaults.

In this section

Your company profile, logo, and license details on documents.

Organize users into groups to control project and Field App access.

Add users and manage their access and permissions.

Set burdened labor costs so job costing reflects real cost.

Configure overtime rules, pay periods, and non-project categories.

Create reusable estimate terms and set a default.

Create reusable payment terms like Net 30 and 50% deposit.

Document numbering, prefixes, and PDF disclaimers.

See your plan, renewal date, cards on file and invoice history.

Update your name, email, password and notification settings.

Our support team is here to help.