Settings & Configuration
Company settings, branding, business units.
Business units
Business units let one Suprata account run multiple sub-brands or divisions. They affect how invoices are branded, how reports filter, and how data syncs to QuickBooks. Skip them if you don't need them.
Branding your customer portal
Logo, colors, footer text, display name — where customers see your brand and how to make Suprata feel like your business, not a generic platform.
Tags vs. Categories vs. Statuses vs. Custom Fields
Four different ways to label, classify, and structure data on accounts, jobs, and other records. They overlap on purpose. Knowing which to reach for first saves you a year of cleanup.
The onboarding wizard explained
The 10-step new-tenant wizard walks brand-new accounts through the minimum setup. What each step does, what it doesn't cover, and how to revisit any step you skipped.