Settings
Settings
Company profile, users, and your personal account settings.
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Company Settings (Profile, Time Zone & Invoice Header)
The Company Settings tab holds your business identity — name, address, and time zone — plus the switches that control how invoices display and the header…
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How to Use Plan & Features
Plan & Features is where you choose your plan, manage billing, buy add-ons, and switch off anything you do not use. Switched-off features disappear from…
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How to Use the AI Assistant, AI Drafting and AI Usage
The product's AI does two jobs: it answers questions about your own data, and it drafts text you then edit. Both spend credits from a monthly allowance…
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Managing Users (Add & Edit Team Members)
The Users tab in Settings is where you invite office staff and crew leads and control what they can access. New users receive a temporary password by email…
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Your Profile, Password & Preferences
Every user can manage their own account from the first two tabs of Settings: Profile (your name, sign-in email, and display preferences) and Password…
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