Settings
Configure notifications, integrations and business details.
Notifications
Choose which reminders show up in the bell menu.
Payment reminders
Nudge when a sent invoice is awaiting payment
Invoice reminders
Alert when an invoice becomes overdue
Job reminders
Heads up for jobs and bookings coming up in the next few days
Lead follow-ups
Reminders to chase leads that have gone quiet
Email inbox
Connect one mailbox to read and send real email from the Inbox page. Fastmail is the simplest route for a custom domain (e.g. cdavies.work) without Microsoft - a single token, nothing to reconnect, ever.
Fastmail account
Checking connection...
Zoho Mail account
Checking connection...
Outlook account
Not connected - Inbox is in demo mode
iPhone calendar sync
Jobs and bookings publish live to a calendar feed you can subscribe to from your iPhone.
Day rate card
These rates power the quick-add buttons on jobs and invoices.
Commercial & Fleet
Arlon Fleet
Colour Change
Arlon Restyling
PPF Specialist
STEK Accredited
Intro email template
Used by the "Send intro email" button on Leads. Use {{firstName}} to personalise it.
Business profile
Shown on invoices and used as the sender for outgoing emails.
Data
Everything is stored locally in this browser. Reset to restore the original sample data (clients, jobs, invoices, leads and emails) - your bookings on the shared calendar are not affected.