Help center / Team & setup

Settings & customization

Tailor statuses, locations, branding, and defaults.

Settings is where you make the app match how your store actually runs.

Statuses, priorities, locations, title statuses — edit the lists so they use your language.
Company — name, logo, contact info, and time zone.
Financial defaults — labor rate, target gross, and recon budget used across the app.
Commission rule — the qualifying threshold and bonus.
Appearance — accent color and light or dark mode.

Changes apply across your whole workspace right away.