System & Settings
Settings Overview
Settings is where you configure how your organization works. Here's what each panel controls.
| Panel | What it controls |
|---|---|
| General | Company info & defaults. |
| Localization | Timezone and date/time formats. |
| Billing & Invoicing | Invoice & payment settings. |
| Integrations | Third-party connections — Stripe, QuickBooks. |
| Lease Defaults | Default lease terms — see Lease defaults. |
| Maintenance | Work order preferences. |
| Branding | Brand colors & email styling — see Branding. |
| SMTP & email providers — see Connect your email. | |
| Notifications | Email notification toggles — see Notifications. |
| Preferences | Display & dashboard preferences. |
| Sidebar | Reorder, rename and hide menu items. |
Other system tools
- Files — your document storage.
- Create Center — quick access to create records.
- Import Center — bring data in (including from QuickBooks).
- Export Center — export your data.
- Billing & Plan — your subscription.
Tip
Use the Sidebar settings to tailor the navigation to how your team actually works — hide what you don't use and rename items to your terms.
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