Settings
Settings
Company profile, users, your plan and billing, AI credits, and your personal account settings.
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Audit Trail (Who Changed What)
Your account keeps an audit trail: every time someone creates, changes or deletes one of your key records, it notes who did it, when, and the values before…
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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 see what you pay, choose your plan, manage billing, add extras, and switch off anything you do not use. Switched-off features…
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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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