Account & settings

1. 1Go to Settings → Organization.
2. 2Upload light and dark logos and update your business details.
3. 3These appear across the app and on every document your customers receive.

1. 1Go to Settings → Account to update your password while signed in.
2. 2Locked out? Use 'Forgot password' on the login screen to get a reset link by email.

In Settings → Sales you set the margin guardrails for the whole business — your target and floor, when a low-margin job needs a second approval, and the A–D job-grade thresholds. Estimates and analytics follow these automatically. Below-floor estimates can't be sent until an Owner or Operations member who didn't build the estimate signs off — and if the numbers change after sign-off, the approval is voided and required again. No rubber stamps.

Also in Settings → Sales, you can require an accepted proposal before a deal can become a project — so nothing gets built without a signed yes.

Settings → Features is where you switch optional modules (Subcontractors, Field operations, Analytics, Permits, Claims) on or off, so the app only shows what your business uses.

In Settings → Security, an Owner or Operations member can turn on org-wide idle auto sign-out (anywhere from 5 minutes to 8 hours) — handy for shared tablets and phones that float around job sites. And any user can sign out of all their sessions everywhere at once; every session started before that moment is immediately invalid.

Not without your say-so. Our support team can only enter your account after you approve a request inside the app — each request names the access level, write access takes an extra confirmation, and every session is capped at one hour with a visible banner the whole time. You can revoke it at any moment, unanswered requests expire on their own, and everything is logged.