Settings
Configure system and user settings
General
Company name, branding, and system preferences
Notifications
Email alerts, project updates, and reminders
Users
Team members and permissions
Integrations
Connected services and external tools
Estimating & Pricing
Quick budget rates, per-sqft pricing, and cost multipliers
Chat Agent
Website chatbot pricing, estimate rules, and behavior
Email Templates
Auto-response emails, lead follow-ups, and notification templates
Workflows
Edit What's Next steps, stage triggers, and project workflow automations
Agent Configuration
Agent naming, project assignments, and role configuration