Business settings and time tracking
Find visit, text, financial, team, and account controls.
Settings are grouped by purpose:
| Group | Includes | Typical access |
|---|---|---|
| Business | Team, documents, profile, templates | Team managers |
| Operations | Visit length, arrival windows, time tracking, automatic texts | Schedule/workforce managers; billing owner for texts |
| Financial | Online payments, QuickBooks, reusable estimate lines | Billing owner; estimate lines follow totals access |
| Account | Software and directory plan | Everyone in the business |
Visit settings control visit length and available arrival windows. Time settings control shifts and job time. People can clock in and out; job time can be entered manually or follow the job status.