Sections
8
Settings categories
Settings
Company setup, branding, business rules, payments, notifications, users, and portal controls.
Required
8
Before production use
Scheduling
Windows
Default residential model
Tenant
Ready
Workspace settings
Scheduling Settings
Arrival windows are the default scheduling model.
Residential cleaning should use arrival windows by default. Exact appointment times should stay optional for commercial work, special customers, or tenant-approved exceptions.
Default Window
8:00 AM - 10:00 AM
Tenant-customizable later
Default Window
10:00 AM - 1:00 PM
Tenant-customizable later
Default Window
1:00 PM - 3:00 PM
Tenant-customizable later
Default Window
3:00 PM - 5:00 PM
Tenant-customizable later
Exact Appointment Scheduling
Disabled by default. When enabled later, booking forms can show an optional exact time in addition to the arrival window.
Settings
Company Profile
In ProgressCompany name, contact details, timezone, and default language.
Branding
Not StartedLogo, colors, customer-facing display, and document branding.
Business Hours
Not StartedOpen days, hours, holidays, and closed dates.
Service Areas
Not StartedZIP codes, cities, counties, blocked areas, and route zones.
Arrival Windows
Not StartedTenant-approved booking windows.
Payment Settings
Not StartedProcessor, holds, fees, failed payments, and refunds.
Notifications
Not StartedEmail, SMS, reminders, alerts, and templates.
Users
Not StartedOwner, office staff, dispatch, workforce, and portal access.