Profile
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Company
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Pre-selects this trade on the home estimate screen
Contractor licenses
Customers
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How history appears on each customer record
How long after sending a quote to follow up by default
Custom customer fields
These fields appear on every customer profile
Quotes
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Packages
Build your standard packages once. Use them on every quote.
Default contract boilerplate
Pre-fills every quote. Edit per quote before sending.
Project Checklists
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Items that must be checked before moving a project to the next stage.
Privacy
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Microphone access
Enable mic for voice estimates and voice agent. Orange dot appears while listening.
Camera access
Enable camera for photo and document uploads. Green dot may appear when active.
When disabled, features remain visible but show as unavailable. Re-enable anytime.
App PIN
4-digit lock screen