The company's own details and how it looks to customers. Every number a customer sees begins with the account number set in Record numbers.
Rows
- Business info (owner or admin, paid plan): name, logo, address, phone, email, website, license and insurance, tax ID and classification, tagline and certifications. It prints on reports, proposals and invoices.
- Documents (owner or admin): theme and brand color, layouts per document, wording, signature, report title and the terms library.
- Markets: each market's status, setup and people. With one market the row is Market name instead, and Add a market starts a second one. See Markets.
- Customer domain (Scale plan): the address customers see. It shows pending until the DNS record you added reaches the internet.
- Customer portal: what each customer's page offers, booking times and brand color. See the customer portal.
- Job flow: step names, when a job counts as stuck, trades without orders, whose numbers a job is, whether the crew sees their own dollars, Friday's record, the forecast drop alert and the likely odds.