Workspace settings
Workspace settings is the admin screen for this company. Open it from the sidebar item Settings. Use Account settings for your own profile, password, and notifications.
Settings → section list
desktop
When this area is the right place
Use it to turn modules on, invite the team, set quote and invoice defaults, and connect accounting.
Do not use it to edit one job. Job tabs still hold the live work. Do not use it to change your login email: that is Account settings.
How to open it
- In the app sidebar, choose Settings.
- The page title is Workspace settings. The settings nav heading is also Settings.
- Pick a section on the left (or the section picker on a phone).
Some pages show Save changes and Discard, with You have unsaved changes. when a form is dirty. Other pages save as you go.
Section map
Nav labels on the left can differ from the heading on the page. The table uses the nav name.
Workspace setup
| Nav | What it is for |
|---|---|
| Details & location | Name, color, logo, address, country, and tax ID |
| Email & delivery | Sender name and from-address for documents you send |
| Preferences | Language, timezone, date and time formats, working days |
| Features | Optional modules (see below) |
| Sales | Enquiry sources. Shown when the sales pipeline is on |
| Timesheets | Timesheet defaults. Shown when timesheets are on |
| Procurement | Order numbering and pick-up rules. Shown when procurement is on |
Work setup
| Nav | Page heading | What it is for |
|---|---|---|
| Quotes & invoices | Quotes & invoices | Bank details, tax, payment terms, numbering, and daywork rates |
| Workflows | Workflows | Expense, purchase-order, and timesheet approval. See Workflow settings |
| Jobs | Custom job statuses | Statuses on the jobs list |
| Tasks | Task types | Types used on Plan, Gantt, and calendar |
| Files | File tags | Tags for uploads |
| Library | Library | Groups, cost codes, and locations. See Library |
| Subcontractors | Subcontractors | Punch list and RFI portal emails for trades |
Team & connections
| Nav | What it is for |
|---|---|
| Integrations | QuickBooks, Stripe, and workspace API keys. See Integrations |
| Users | Invite members and pending invitations. See Roles & permissions |
| Roles & permissions | System and custom roles |
Account
| Nav | What it is for |
|---|---|
| Security | Workspace security options. See Security |
| Plan & subscription | Solo or Team billing. See Plan & subscription |
Features
Open Settings → Features. Card titles and toggles as they appear in the app:
| Card | Toggle |
|---|---|
| Sales pipeline | Enable sales pipeline |
| Procurement | Enable procurement |
| Timesheets | Enable timesheets |
| Estimating | Estimating |
| Bills & expenses | Enable bills & expenses |
| Variations | Enable variations |
| Final Account | Enable final account |
Enable variations turns on the Change Orders tab in Job finances. The Features card still uses Variations.
Core quoting and invoicing stay available. Role permissions still control who can use a module after it is on.
Starter pack, Builder Briefs, and Financial extras
Install a starter pack on Details & location loads job statuses, task types, file tags, and library defaults in one step.
When the sales pipeline is on, Builder Briefs appears on the same Features card (hardcoded label). New brief submissions can Create enquiry automatically or Review in inbox first.
On Quotes & invoices: Company bank details, Default sales tax rate (%), Default payment terms (days), Apply retainage by default, document numbering, Variation register (Simple or Full), and Standard daywork rates.