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

SettingDescription
Organization NameYour business name. Shown in the portal, emails, and quote headers.
LogoDisplayed in the portal and on quote PDFs. Recommended size: 300×80px.
ThemeAccent color used throughout the portal. Options: Blue, Green, Purple, Orange, Red.

Tickets

SettingDescription
Ticket Number StartThe number to begin issuing ticket numbers from. Useful when migrating from another system.
Ticket Number DigitsMinimum digits in ticket numbers (e.g. 4 = #0001). Default: 4.
Default Lead FeeA fee applied automatically to new tickets. Can be overridden per ticket.
Mileage RateCost per mile for travel. Used to calculate mileage charges on tickets.
Vehicle MPGYour vehicle's fuel efficiency. Combined with the live gas price to estimate fuel cost.

Portal

SettingDescription
Portal EnabledToggle the customer portal on or off. When off, magic link requests return an error.
Allow New TicketsControls whether customers can submit new service requests from the portal.
Hero TitleLarge headline shown on the portal landing page. Defaults to "Get Help Fast".
TaglineSubtitle text below the hero title.
Schedule URLOptional link to a booking page (Calendly, etc.) shown as a button in the portal.
Portal Notify EmailWho gets notified when a customer submits a ticket or reply via the portal. Defaults to the first admin user's email.
Custom DomainServe your portal at a custom URL like support.yourdomain.com. Requires a DNS CNAME and SSL cert.

Email Sending

SettingDescription
From NameSender name shown in email clients. Defaults to Organization Name if blank.
Support / Reply-To EmailUsed as the reply-to address on quotes. Ticket emails use a per-ticket reply address automatically.

Company Contact

SettingDescription
Company PhoneDisplayed in quote headers sent to customers.
Company EmailContact email shown on quote headers. Can differ from the outgoing email address.
Company AddressPhysical 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.

ℹ️ All settings are admin-only. Technician-role users can view settings but cannot make changes.