Settings

System configuration & company preferences

Operations

Jobs, quotes, scheduling, and material defaults.

Jobs

Types, statuses, and lifecycle defaults for every project.

Enabled job types

Residential

Commercial

Custom Fabrication

Emergency Service

Warranty

Consultation

Workflow statuses (drag to reorder)

Lead

Quoted

Approved

Scheduled

In Progress

Completed

Invoiced

Closed

Default job duration (days)

Auto-archive after (days completed)

Quotes

Defaults for quote creation, expiration, and delivery.

Default expiration (days)

Follow-up reminder (days before expiry)

Default template

Require approval for all quotes

Quotes cannot be sent without an approver's sign-off.

Auto-email quote on approval

When approved, the branded PDF is sent immediately.

Show competitor pricing field (private)

Only visible to Sales and Managers.

Scheduling & Dispatch

Workweek, break, and lead-time defaults.

Workweek

Hours per work day

Break duration (minutes)

Lead time for scheduling (days)

Buffer between jobs (minutes)

Materials & Inventory

Reorder defaults and stock locations.

Reorder points by material type

Tempered Glass

units

Laminated Glass

units

Insulated Glass Units

units

Hardware

units

Sealants

units

Frames

units

Stock locations