Settings & branding
What it’s for — Settings is your workspace’s control panel: company identity and tax setup (used on quotes and invoices), your logo, notification preferences, field-device management, and which optional modules are switched on.
When you’d use it — during first setup, and whenever your company details, branding or module choices change.
The Settings screen
Open Settings from the sidebar. It groups everything into cards: Notifications, Field devices, Certificate requirements (the compliance matrix), and Company & billing, plus your profile picture and workspace logo.
Key things to set up
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Company & billing — legal name, base currency, tax regime and TRN, default payment terms, day-count basis and address. Get this right early: until your tax regime and TRN are set, invoices default to no tax and can’t be sent.
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Branding — upload your logo (it appears in the app and on documents) and your profile picture.
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Notifications — choose which alerts you receive and whether reminders arrive as a daily digest.
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Field devices — see registered crew phones and revoke a lost or replaced one (owners only).
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Certificate requirements — the rules the safety gate enforces; see Compliance matrix.