Settings
How the Settings workspace is organized, how to find any setting instantly, and where permissions live.
Overview
All system configuration lives in one workspace at /hub/settings, organized by business area (not by technical category). Pick an area on the left, then a section inside it. Every setting is saved to the database when you save its card — there is no global "apply" step.
Finding Any Setting
You never need to remember where a setting lives. Use the search boxat the top of the Settings page (also available on the Users page) and type anything related — the setting's name, what it does, or a related word ("text message" finds SMS settings, "GPS" finds geofence). Search tolerates typos, finds permissions and roles too, and selecting a result jumps to the exact field and briefly highlights it.
The Settings Areas
| Area | What Lives There |
|---|---|
| Overview | A quick map of which AI tools are active and which model each one uses. |
| AI Assistants | Prompts, wording, behavior, and model choices for the Sales, Support, and Estimate chatbots. |
| Customer Support | Ticketing, service-call scheduling, routing, notifications, satisfaction surveys, follow-ups, and office tasks. |
| Email & Voicemail | The inbound email monitor and voicemail-to-callback pipeline: AI model, prompts, filters, and safety limits. |
| Estimates | The estimate builder, quote settings (tax, deposits, online acceptance), and the automatic follow-up sequence. |
| Payments | The secure payments service (Converge), recurring billing, bank payments (PAD/EFT via Accept/Pay), expiring-card and failed-card outreach. |
| Sentinel & Field Ops | Company details, monitoring stations, scheduler, contracts, certificates, install-wizard rules, and technician duty. |
| Customer Portal | Portal branding, login links, portal features, and attachment limits. |
| Permissions | Who can see and do what: page access per role, and the sidebar layout. |
| Maintenance | Database cleanup and deletion tools. Handle with care — super admin only. |
Permissions
Permissions are role-level: every toggle in Settings → Permissions applies to everyone holding that role (Office Admin or Technician) — there are no per-person exceptions. Super admins always see everything, and destructive actions (hard deletes, maintenance tools) are reserved for super admins with no toggle. The same area controls the sidebar layout each role sees. People and their roles are managed on the Users page.
Built-in Help
Every setting explains itself where it is: each field shows a plain-English description under its label, and fields with more to say have a small "?" icon you can tap. Section cards carry a note describing what the group of settings affects (and warnings where a setting sends real customer emails or moves money). This built-in help is the authoritative, always-current reference — this page intentionally doesn't duplicate it field by field.
Safety Notes
- Live-send switches (expiring-card outreach, failed-card follow-ups) redirect all customer emails to a test address until explicitly armed — clear the test address / arm the switch only when you intend real sends.
- Maintenance tools delete data permanently. They are super-admin-only and ask for confirmation, but there is no undo.
- Settings that change customer-visible wording (chatbot prompts, email templates, portal text) take effect immediately — proofread before saving.