Settings
Account, integrations, billing, team management
Account Settings
Update your personal login, 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
Configure versioned crew pay policies, crew splits, job-level compensation overrides, and crew tip visibility.
intermediateCustomer Portal
How customers access their portal to view estimates, make payments, leave reviews, and share referral links.
beginnerManaging Equipment
Track equipment, maintenance details, and inventory records from the settings workspace.
intermediateConnecting Esendex
Set up Esendex for shared SMS, inbound call transfer, missed-call alerts, and phone automations.
beginnerFranchise Hierarchy
Beta support for parent-child organizations, scoped multi-org access, active workspace switching, summary refresh, audit logging, and the new franchise admin workspace.
advancedGamification Settings
Enable XP tracking, streaks, title sets, and leaderboard controls for your workspace.
intermediateGoogle Lead Ads
Connect Google lead forms through the guided Google Ads webhook setup screen.
beginnerLead Connectors
Configure API, website form, and email-forward lead intake from one shared connector layer.
intermediateTeam Leaderboard
Rank the team by XP, level progression, streaks, and role-based momentum.
beginnerMeta Lead Ads
Connect Facebook and Instagram lead ads through the guided Meta connect flow.
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.
intermediateSchedule & Dispatch Settings
Set the shop location, truck capacity, crew pay overlay, and dispatch defaults used by the schedule board.
intermediateConnecting Stripe
Set up Stripe for pay links, keyed card entry, hosted tip collection, and automatic payment syncing in CE Pro.
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.
intermediateManaging Trucks
Add trucks and service vehicles, track availability, and use them in dispatch.
beginnerConnecting Twilio
Set up Twilio for legacy or Rolling Suds workspaces that should stay on the Twilio phone stack.
beginnerWebhook Integrations
Send signed real-time event data to external systems when actions happen in CE Pro.
intermediate