Basic Settings
Foundational configuration settings that standardize operations.
| Setting | Configuration Focus | Importance |
|---|---|---|
| Service Categories | Define a master list of all services your company offers. | Standardizes work order creation and reporting classifications. |
| Default Tax Rates | Set up standard local, state, and/or federal tax rates. | Ensures accurate billing and tax compliance across documents. |
| Company Details | Confirm company name, address, phone number, and logo. | Essential for customer-facing documents and system identity. |
| Notification Preferences | Configure which events trigger email, push, or in-app notifications. | Manages communication volume and relevance for users. |