Settings
Account, integrations, billing, team management
Account Settings
Update your business profile, company details, and general account configuration.
beginnerBilling and Subscription
Manage your CE Pro subscription, plans, SMS credits, payment methods, and invoice history.
intermediateManaging Brands
Run multiple brands under one account for different service lines.
intermediateCommissions
Track and calculate sales rep commissions based on accepted estimates.
intermediateCrew Pay
Track crew member labor costs and calculate pay per job.
intermediateCustomer Portal
How customers access their portal to view estimates, make payments, leave reviews, and submit referrals.
beginnerTeam Leaderboard
Track team performance and motivate your sales team with rankings.
beginnerOnboarding Checklist
Complete the getting started checklist to set up your CE Pro account and hit the ground running.
intermediateRoles and Permissions
Control what each team member can see and do with role-based access.
intermediateCustomer Portal Settings
Configure the customer-facing portal with branding, feature toggles, booking widget, and review requests.
intermediateConnecting Stripe
Set up Stripe to accept online payments, send invoices, and enable tap-to-pay on mobile.
beginnerManaging Subcontractors
Add subcontractors, assign them to jobs, and track their work and payments.
intermediateTeam Management
Invite team members, manage roles, track activity, and configure permissions.
beginnerSales Territories
Define geographic territories and assign team members to specific service areas.
intermediateConnecting Twilio
Set up Twilio to send SMS estimates, receive customer replies, and power follow-up sequences.
beginnerWebhook Integrations
Send real-time event data to external systems when actions happen in CE Pro.
intermediate