Articles tagged settings

Business units split one company into locations or departments, such as six shops, or Residential and Commercial. Each person works in one unit at a time, and lists and totals open on it. Nothing is walled off: search an...

How the main menu is organized, how to find any page with the search box, how it shrinks to fit each person, and how to hide the parts your company doesn't use and put the everyday screens first. Changes apply to everyon...

Update your business address in Company Settings. It propagates to invoices, statements, customer-facing emails, and (if connected) QuickBooks.

The company profile is the source of truth for everything customer-facing — invoice headers, email signatures, the timezone every appointment is read in. Get it right on day one.