Settings

The settings screen is organised into groups. What you see depends on your role and permissions.

Business

• Business Profile — name, ABN, ARC licence, contact details, logo
• Staff & Labour Costs — team members, roles, permissions, hourly rates
• Payments — Stripe Connect setup, tap-to-pay, payment links, surcharge settings

Quoting & Pricing

• Equipment & Pricing — AC unit catalog, mounting, trunking, electrical, pipe coils, profit margins
• Quote Defaults — numbering, expiry period, terms & conditions, warranty text
• Quote Extras — optional add-ons and upgrades catalog
• Room Conditions — cooling load modifier presets

Communications

• Email & SMS — sender name, reply-to address, email footer, branding
• Order Email — purchase order email template (subject line, body text)

Stock & Inventory

• Stock Settings — auto-deduct on job completion, threshold alerts
• Stock Locations — warehouses, vans, and storage areas
• Vendor Management — supplier contacts and order email addresses
• Stock Templates — preset material lists for common installs

Jobs & Field Ops

• Checklist Templates — reusable checklists for site visits
• Trade Notes — field reference notes for the team

Reference & Tools

• Trunking Colours — pipe cover colour catalog
• AC Info — quick reference for unit specifications
• Data Cleanup — archive or purge old records

Account

• Profile — your personal name, email, and password
• Theme — light or dark mode