Configuration
Settings
All settings are per-tenant and configurable from the admin UI. No environment variables or server access required. Settings are stored in the tenant's database and take effect immediately.
Organization
| Setting | Description |
| Organization Name | Your business name. Shown in the portal, emails, and quote headers. |
| Logo | Displayed in the portal and on quote PDFs. Recommended size: 300×80px. |
| Theme | Accent color used throughout the portal. Options: Blue, Green, Purple, Orange, Red. |
Tickets
| Setting | Description |
| Ticket Number Start | The number to begin issuing ticket numbers from. Useful when migrating from another system. |
| Ticket Number Digits | Minimum digits in ticket numbers (e.g. 4 = #0001). Default: 4. |
| Default Lead Fee | A fee applied automatically to new tickets. Can be overridden per ticket. |
| Mileage Rate | Cost per mile for travel. Used to calculate mileage charges on tickets. |
| Vehicle MPG | Your vehicle's fuel efficiency. Combined with the live gas price to estimate fuel cost. |
Portal
| Setting | Description |
| Portal Enabled | Toggle the customer portal on or off. When off, magic link requests return an error. |
| Allow New Tickets | Controls whether customers can submit new service requests from the portal. |
| Hero Title | Large headline shown on the portal landing page. Defaults to "Get Help Fast". |
| Tagline | Subtitle text below the hero title. |
| Schedule URL | Optional link to a booking page (Calendly, etc.) shown as a button in the portal. |
| Portal Notify Email | Who gets notified when a customer submits a ticket or reply via the portal. Defaults to the first admin user's email. |
| Custom Domain | Serve your portal at a custom URL like support.yourdomain.com. Requires a DNS CNAME and SSL cert. |
Email Sending
| Setting | Description |
| From Name | Sender name shown in email clients. Defaults to Organization Name if blank. |
| Support / Reply-To Email | Used as the reply-to address on quotes. Ticket emails use a per-ticket reply address automatically. |
| Setting | Description |
| Company Phone | Displayed in quote headers sent to customers. |
| Company Email | Contact email shown on quote headers. Can differ from the outgoing email address. |
| Company Address | Physical address shown on quote headers. |
Categories
Custom ticket and expense categories allow you to tag and filter work by type (e.g. "Networking", "Hardware", "Travel"). Manage categories in Settings > Categories. Categories are per-tenant.
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All settings are admin-only. Technician-role users can view settings but cannot make changes.