Settings
Account, integrations, billing, team management
Account and Company Settings
Manage your personal profile, company contact information, default location, reporting timezone, branding, and customer-document terms.
beginnerBilling and Subscription
Review the V2 subscription status, billing history, storage, and approximate AI usage; V1 purchasing instructions remain historical.
intermediateManaging Brands
Create customer-facing identities for service lines and choose the default brand for new estimates.
intermediateCommissions
Track and calculate sales rep commissions based on accepted estimates.
intermediateCrew Pay
V2 Settings > Crew pay: versioned pay policies, crew splits, per-member pay mode, the pay-period lock, and the Crew Pay report, plus the remaining V1 web reference.
intermediateCustomer Portal
How customers access their portal to view estimates, make payments, leave reviews, and share referral links.
beginnerManaging Equipment
Track operational assets, engine hours, maintenance rules, and correction history.
intermediateConnecting Esendex — V1 Settings Reference
Reference the V1 Esendex and voice setup while provider credentials remain deployment-managed in V2.
beginnerFranchise Reporting
Review a linked company roster and privacy-protected monthly business summaries.
advancedGamification Settings
Configure XP tracking, leaderboard visibility, titles, and working days.
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 (Clean Estimate V1)
V1 reference for the retired onboarding checklist and integration setup steps.
intermediatePayment Collection (V1)
The other ways to pay your office can record on invoices and the customer tip choices in V2, plus the V1 reference for mobile collection.
beginnerRoles and Permissions
Manage per-member permissions and understand the separate legacy V1 role-template reference.
intermediateCustomer Portal Settings
Configure the customer-facing portal with branding, feature toggles, booking widget, and review requests.
intermediateRecord Numbering
Set one organization-wide number format for leads, estimates, jobs, and invoices.
beginnerSchedule & Dispatch Settings
Set the shop origin, default truck capacity, and optional financial overlay for the V2 Jobs route-day view.
intermediateStorage and Attachments
Review organization file usage, private attachment storage, upload limits, and retention.
beginnerConnecting Stripe
Set up Stripe for current V2 proposal deposits, invoice balances, exact-work prepayments, and eligible Suds Club signup.
beginnerManaging Subcontractors
Maintain a private subcontractor roster, assign one subcontractor to a job, and record manual payout status.
intermediateTeam Management
Manage invitations, member access, permissions, assignments, and team activity.
beginnerSales Territories
Define geographic territories and assign team members to specific service areas.
intermediateManaging Trucks
V1 reference for truck setup and dispatch, with the current V2 truck-parity boundary.
beginnerConnecting Twilio
Configure current V2 inbound calling and review legacy V1 Twilio phone workflows.
beginnerWebhook Integrations
Send signed real-time event data to external systems when actions happen in CE Pro.
intermediateWorkiz Push Service
Run the local Workiz browser automation service for estimate, job, and invoice push during CRM cutover.
advancedWorkiz
Connect your Workiz account, mirror its leads, import your records, and cut over to the native CRM.
advanced