Settings

Configure your company and automation defaults

QuickBooks Integration

Sync invoices and payments automatically with QuickBooks Online.

Eliminate double-entry. Invoices push the moment a job is complete.

Coming Soon

Company profile

Company name

Phone

Address

NFPA-96 license #

Default crew size

Recurring scheduling defaults

Auto-generate next cleaning when job completes

Uses client frequency to schedule the next visit.

Send client reminder 7 days before service

SMS + email to primary contact.

Assign last-used technician by default

Maintain continuity on recurring accounts.

Invoice automation

Auto-generate invoice on job completion

Pulls amount from stored client price.

Email invoice to client immediately

Mark overdue after 14 days

Payment terms (days)

Late fee %

Notifications

Notify when invoice is paid

Notify when invoice becomes overdue

Daily ops summary at 7:00 AM