Account and Company Settings

Settings uses the compact web workspace navigation and keeps the existing company and account controls. Available settings continue to follow your role's permissions.

Open Settings in the Business group to manage company-wide information and the other administration tools your role can access. Open My Account to manage your own profile and secure login.

This page documents the account and company-profile controls available in the current V2 web app. Separate V1 settings such as the full Automations builder, multi-brand assignments, and the broader account hub remain parity work and are called out where relevant.

The Settings workspace now opens with a Workspace controls heading and a shortcuts row for Company, Booking, Calls, Offers, Messaging, Locations, and Team. The page shows a loading status while workspace access is checked, a read-only notice when your role lacks management access, and a Retry loading action if settings fail to load. Company and other settings sections report their save results. Your role badge appears beside the heading so the current access context stays visible as you move between sections.

The Workspace shortcuts on that page now also include direct links into module hubs like Residential and Holiday Lights, so important pages stay discoverable without adding more items to the left sidebar.

If you collapse the admin sidebar, every page you can access stays available in the icon rail. Click the chevron at the top of the rail to expand the full sidebar again.

The main admin chrome now uses a lighter workspace. The page-level header keeps global search on the left and the primary New estimate action on the right, with Help and Alerts nearby on desktop. On mobile, Help and Alerts stay in the fixed top bar instead of being duplicated inside the page content. XP remains in the left sidebar between the workspace section and Quick Start, so the same leaderboard shortcut is available from every admin page without taking up room in the page header.

Admin pages now use the same teal primary action color instead of older blue buttons and links. Larger rounded cards and heavy shadows were reduced across the authenticated app so module pages, dialogs, reports, schedule tools, team pages, settings, AI pages, commercial pages, and operations pages match the same visual system.

Personal Account

Open Settings, then select My Account to review or update your own:

• Full name
• Phone
• Job title
• Read-only Login email and Role

Your phone and job title are saved to your active workspace membership. Your name and login security remain managed by Clerk. Select Manage Login Email & Password to use Clerk's verified account flow; Clean Estimate never silently confirms a new email address or handles your password in the company-settings form.

Each person updates their own name and verified account identity through My Account and Clerk's protected flow. The pending W03 Settings > Team > Members page will let an authorized teammate update only another member's company-managed phone, job title, or private internal notes. That editor keeps full name and verified login email read-only and cannot replace the member's name, email, or password. See the Team Management W03 preview for the planned profile and access workflow; it is not shipped yet.

Your workspace plan and subscription status now appear as a compact badge row in both Settings and My Account, instead of living in the left sidebar card. The old sidebar role/focus/mode callout has also been removed so the left rail stays focused on navigation and org switching.

The left-rail quick action has been simplified too. Quick Start is now a compact dropdown for creating common records quickly, while the top header keeps the direct New estimate button available from every admin page. Franchise and multi-location operators still get a readable workspace switcher in the left rail.

The left sidebar is narrower and uses a dark slate background. Current V2 groups its destinations under Work (Home, Clients, Pipeline, Estimates, Price Book, Approvals, Inbox, and Tasks), Field (Calendar, Plans, Ops, and permission-gated Canvassing), and Business (Invoices, Reports, and Settings). Open Calendar for the shared sales-and-operations calendar and All jobs views; see Clean Estimate V2 Office Navigation for the shipped sidebar.

The main dashboard opens as the Command Center with KPI cards first, then a table-style Daily queue that shows priority, area, due timing, status, and the next action. Workflow shortcuts sit below the queue. Alerts, reports, commercial totals, and holiday lights totals sit in the right column.

Dashboard summary cards also handle empty-state metrics more cleanly now. Commercial gross-margin cards stay on a plain dash until you actually have modeled commercial revenue, and the sales-rep pace card explicitly tracks new estimates created so far this month instead of implying a rolling weekly total.

Company Information

The Company Information card stores the default identity used by supported newly issued proposals and first-sent invoices. Proposal and invoice customer pages, retained delivery naming, and proposal, invoice, and receipt PDFs render the customer-safe subset they need; for example, delivery email uses the retained company name, while customer documents and PDFs can also use retained contact details, branding, and terms.

Fill in the following fields:

• Name - Your business name as you want it to appear on customer-facing documents.
• Phone - Your main business phone number.
• Email - Your primary business email address.
• Website - Your business website URL.
• Address, City, State, ZIP - Your business mailing address.
• Default location - The active service location used as the company-wide

reporting default.

• Reporting timezone - The IANA timezone used for local day, week, and

month report boundaries at the default location. Location-specific work keeps its own location timezone.

Company details can be saved with Website blank. If you enter a website, use a valid http:// or https:// URL.

Click Save Changes when you are done.

Tip: Your company name is retained with newly issued supported proposals and first-sent invoices. Double-check it for typos before saving.

Company-wide edits require Manage Team permission and access to all locations. A location-pinned manager sees the saved company profile but cannot change it. Before deactivating the current default location, choose and save a different default.

Clean Estimate uses revision checks when it saves this form. If someone else changed the company profile after you loaded the page, refresh the current values before trying again instead of overwriting their work.

Branding and standard terms

The Branding card accepts a real PNG, JPEG, or WebP logo up to 4 MB and a primary brand color written as # plus six hexadecimal digits. The server verifies the image bytes, removes embedded metadata, bounds the decoded image, and stores a normalized immutable WebP asset. A replacement creates a new asset instead of rewriting the old logo, and an activated logo remains available to historical customer documents after it is replaced. Public logo delivery is limited per visitor; metadata-only HEAD checks do not download the stored image body.

Use Terms & Conditions for the standard text customers should receive with future proposals and invoices. The field supports intentional line breaks and up to 20,000 characters.

Each newly issued proposal revision freezes the current company snapshot. A later estimate resend creates a new revision using the then-current Settings, while every earlier revision stays unchanged. An invoice freezes its company snapshot on the first draft send; later invoice resends keep that original snapshot. Supported proposal and invoice customer pages, retained delivery naming, and proposal, invoice, and receipt PDFs render the retained subset they need instead of reloading today's company profile.

Customer Links

The read-only Customer Links card shows the Estimator URL and customer portal URL only when another owning service has configured a durable public address. Settings never fabricates a link from an internal organization ID.

These values cannot be edited in the company-profile form. A missing owning configuration appears as Not configured.

AI Settings

The AI Hub at Admin > AI contains organization-wide AI settings and the current-month usage summary.

• AI access - Turn paid AI calls on or off for the organization.
• Default tone - Choose Professional, Warm, Casual, Blunt, or Chaotic.
• Monthly credit - Set a dollar limit for the current calendar month; $0 means uncapped.
• Usage limit action - Choose how currently metered AI calls behave after included credits are spent:
• Warn only - calls continue, and the usage summary flags that the cap has been reached.
• Block when included credits are spent - further metered calls are refused.
• Allow overage billing - calls may continue past the cap, but V2 does not currently bill automatically for that excess.

The Default tone is used by AI Draft in the shared inbox. It is a preset, not a separate Brand Voice profile. V2 does not currently store custom business descriptions, style guidelines, approved or avoided phrases, email sign-offs, or training examples.

The usage-limit choice changes only the monthly-credit gate; it does not activate an AI feature or subscription. The usage summary is approximate and includes only AI calls that are currently metered.

Integrations (Clean Estimate V1)

V1 reference: Current V2 does not provide this single historical Manage Integrations card. Use the dedicated Settings cards and their current guides for integrations that have shipped, including Stripe and company texting/voice. Google Calendar, QuickBooks, and tenant webhook setup are not W02 controls.

The Integrations card links to the full integrations management page.

Click Manage Integrations to connect or configure:

• Stripe - Connect current V2 signed-estimate deposits, reviewed invoice

email/SMS delivery, customer Checkout, admin hosted-Stripe collection, and provider-bound refunds. Governed cash, check, ACH, external, and split invoice tenders are available from the office invoice. Embedded keyed-card entry, tips, credits/write-offs, tap-to-pay, and mobile invoice collection remain preserved V1 parity rather than current V2 controls.

• Phone / Voice - Configure Esendex or Twilio for SMS replies and call routing.
• Calendar - Sync appointments with Google Calendar.
• QuickBooks - Sync invoices and payments with QuickBooks Online.
• Webhooks - Send event data to external systems.

Each integration has its own setup guide. See the related articles below for details.

Platform Analytics

CleanEstimate Pro also runs first-party platform analytics in production so the team can monitor real-world usage and release health across the app shell and marketing experience.

This tracking is automatic at the platform level. It does not require an extra setup step inside your account settings, but it works alongside your configured business integrations and site tracking.

Automations (Clean Estimate V1)

V1 reference: Current V2 Settings does not include this card or a configurable follow-up-sequence editor. V2's fixed notification jobs are deployment-owned and are not edited here.

In V1, the Automations card linked to follow-up sequence configuration.

V1 owners could click Manage Automations to create and edit those sequences.

Multiple Brands (Clean Estimate V1)

V1 reference: Current V2 company settings provide one default company identity, logo, and primary color. The V1 Brands editor and per-module brand assignments remain separate multi-brand parity work.

In V1, the Brands card let an owner configure separate brands for different service lines.

Use brands when you operate under different names for different services. For example, you might run your power washing business under one name and your holiday lights installation under another. Each brand can have its own:

• Logo
• Company name
• Contact information
• Color scheme

Assign brands to estimates and proposals so customers see the correct branding.

Organization Logo in the Mobile App

Owners and managers can tap the organization logo in mobile Settings > Organization to upload a PNG, JPEG, or WebP image up to 5 MB. The app reads the selected image directly from the device before uploading it, including images selected through the Android and iOS photo libraries. It also checks the image's real file signature instead of trusting only its filename or reported media type. Archived teammates, inactive workspaces, and teammates from another workspace cannot upload, replace, or delete that organization's logo.

Organization logos are intentionally public branding assets. CE Pro uses the saved public image URL in customer portals, proposals, and email, including pages customers open without signing in. Each replacement receives a new versioned URL so customer-facing pages do not retain the previous logo in cache. CE Pro verifies that the uploaded object exists before switching the organization to its new URL. Superseded logo files remain available so previously sent emails and historical customer content keep rendering the logo URL they were given. If the settings update fails, CE Pro removes only the new, unreferenced upload. The app confirms when the new logo is live and warns when its local organization data could not refresh. Do not upload documents or other sensitive images as an organization logo.

Email Reply Routing (Clean Estimate V1)

V1 reference: The historical reply-slug editor below is not part of the current W02 company-profile form.

The Email Reply-To Slug setting saves the mailbox local-part CleanEstimate Pro will use once inbound email routing is configured for your environment. If you set a custom slug, that saved slug is used. If you leave the slug blank, CleanEstimate generates a default slug from your organization.

When inbound email routing is live, the Settings page shows the full reply-to address. If the environment is not configured yet, CE Pro shows the saved slug and a setup-required notice instead of advertising an address that cannot receive mail yet.

Custom slugs must use lowercase letters, numbers, and underscores only. Saving a blank slug clears the custom reply-to and returns the inbox to the generated default.

Reviews

The Google review link now lives under Settings > Portal, next to the Customer Reviews toggle, rather than on this Account page -- see Customer Portal Settings for the current field and save flow.

Use the direct Google review URL from your Business Profile. CE Pro only accepts valid HTTPS Google review links here, and leaving the field blank removes the redirect without breaking internal review collection.

Subcontractors (Clean Estimate V1)

V1 reference: Current V2 does not provide the historical subcontractor roster or schedule assignment workflow described below.

The Subcontractors card lets you manage your subcontractor roster.

In V1, owners added subcontractors used for installs or overflow work. Each record included a name, contact information, and specialty. Both roster management and schedule assignment remain required V2 parity.

Tips

• Keep your phone and email current so newly issued supported documents use the

right contact details.

• Confirm the company name before issuing a proposal or first-sending an

invoice; that document keeps the saved identity afterward.

• Share an Estimator URL only when Customer Links shows one as configured.