Jarvix AI / Company Setup & Settings

Company Setup & Settings

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CamiliOwner
Production Launch Center

Company Setup & Settings

This page explains what every major company setting is for, shows what it syncs with, and checks launch-critical services without exposing credentials. The deeper category pages remain available through each Open Settings button.

Launch Readiness API Google Services Billing Dashboard Billing Health
Stripe ProductsSynced
14-Day Trial14 days
Smart PricingIncluded
Integrations5 connected

Live Integration Readiness

These checks read production environment/configuration state and only show configured/missing status. Secret values stay hidden.

ServiceStatusConfiguration
Railway PostgresStores tenants, settings, billing records, bookings, customer data, and audit history.ConfiguredDATABASE_URL
Stripe BillingCreates trial subscriptions, syncs plans/prices, processes webhooks, and enforces billing lockout.Configured / liveSTRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET
Google TranslatePowers English/Spanish translation and language detection.ConfiguredGOOGLE_TRANSLATE_API_KEY, TRANSLATION_ENABLED
Google PlacesPowers address autocomplete and place details for booking/customer forms.ConfiguredGOOGLE_PLACES_SERVER_API_KEY, GOOGLE_MAPS_SERVER_API_KEY
Gmail OAuthConnects Gmail, stores encrypted tokens, and imports customer email history.ConfiguredGOOGLE_OAUTH_CLIENT_ID, GOOGLE_OAUTH_CLIENT_SECRET, GOOGLE_REDIRECT_URI
Gmail SyncImports messages into Communications Center, Customer Email Center, and Customer 360.EnabledGMAIL_SYNC_ENABLED
Twilio SMSSends reminders, review requests, two-way SMS, alerts, and campaign texts.Needs ConnectionTWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_PHONE_NUMBER
Jarvix AIPowers AI recommendations, operator workflows, coaching, and automation assistance.ConfiguredOPENAI_API_KEY, OPENAI_MODEL
Low-Cost Route OptimizerUses ZIP/area grouping, saved coordinates, nearest-neighbor sorting, and cache by default.DefaultGOOGLE_ROUTES_ENABLED

Company Setting

Company Profile

Complete

Company identity, branding, legal information, address, timezone, language, and currency.

What this setting group is for

This is the source of truth for invoices, quotes, customer emails, contracts, employee documents, customer portal pages, and reports.

Setting details and launch checklist

Each setting controls

  • Company identity and DBAControls the legal/public company name shown across the app and documents.
  • Logo and brand assetsControls logos/colors used in the sidebar, portal, invoices, quotes, emails, and reports.
  • Business addressFeeds taxes, invoices, route origin, service-area rules, and company documents.
  • Timezone, language, currencyControls schedule times, reminders, reporting dates, bilingual behavior, and money formatting.
  • Legal and tax profileStores EIN/state/legal details needed for documents, payroll, and accounting.

Launch checklist

  • Branding source exists
  • Company address saved
  • Timezone/currency set
  • Legal details reviewed
Syncs with
InvoicesQuotesCustomer PortalEmailsPayroll DocumentsReports
Open Settings

Company Setting

Booking & Scheduling

Ready

Availability, arrival windows, exact appointments, capacity, buffers, service areas, and ZIP rules.

What this setting group is for

These rules prevent overbooking and make booking forms, office scheduling, Smart Calendar, dispatch, and workforce capacity follow one source of truth.

Setting details and launch checklist

Each setting controls

  • Arrival windows vs exact timesControls whether customers choose windows like 8-10 AM or exact appointments.
  • Daily capacity rulesLimits jobs by day/team/service duration so the calendar cannot overfill.
  • Service area and ZIP rulesControls allowed, blocked, surcharged, discounted, or day-specific areas.
  • Booking buffersAdds time between jobs for travel, late arrivals, and team reset.
  • Online booking availabilityControls which services, days, hours, and areas customers can book online.

Launch checklist

  • Capacity rules enabled
  • Service area rules present
  • Buffers configured
  • Booking pages use same rules
Syncs with
Online BookingOffice BookingSmart CalendarDispatchCustomer Portal
Open Settings

Company Setting

Pricing Engine

Ready

Smart Pricing, production rates, labor assumptions, travel, overhead, ZIP rules, and profit margins.

What this setting group is for

This decides minimum safe price, recommended price, premium price, profit warnings, and job health. Smart Pricing is included in every SaaS plan.

Setting details and launch checklist

Each setting controls

  • Smart Pricing modeKeeps Smart Pricing active for Starter, Growth, Pro, and Enterprise plans.
  • Production ratesConverts home size/service type into estimated labor hours and pricing.
  • Labor costUses hourly, contractor, team leader, and assistant costs to protect margin.
  • ZIP/area pricingAdjusts prices by service area, travel, demand, and local rules.
  • Profit margin rulesControls low, recommended, and premium price targets.

Launch checklist

  • Smart Pricing in all plans
  • Production rates present
  • Labor assumptions present
  • Margin rules present
Syncs with
Booking FormsQuotesInvoicesFinancial ReportsAI Recommendations
Open Settings

Company Setting

Payments & Billing

Configured

Stripe subscriptions, 14-day trials, tenant billing, payment methods, invoices, failed payments, refunds, and gift cards.

What this setting group is for

Controls how Jarvixx gets paid, how tenants start trials, how failed payment grace periods work, and how operational modules lock after billing failure.

Setting details and launch checklist

Each setting controls

  • Stripe products and pricesProducts/prices are stored in the database so pricing can change without code changes.
  • 14-day free trialEvery new tenant receives full access to the selected plan during trial.
  • Billing lockout rulesPast-due tenants get billing-only access after the configured grace period.
  • Manual payment verificationCash, checks, Zelle, Venmo, and bank transfers stay pending until office verification.
  • Billing historyShows invoices, payments, failures, refunds, retries, and subscription changes.

Launch checklist

  • Stripe secret configured
  • Webhook secret configured
  • Products/prices synced
  • 14-day trial active
Syncs with
StripeTenant SignupBilling DashboardFinancial Command CenterLockout Middleware
Open Settings

Company Setting

Workforce & Payroll

Ready

Employees, contractors, pay methods, clock-in/out, GPS, PTO, role rates, bonuses, travel pay, and payroll summaries.

What this setting group is for

Connects assigned jobs, completed work, time records, travel time, and payroll calculations without storing real bank data.

Setting details and launch checklist

Each setting controls

  • Worker typesControls employee, contractor, team leader, assistant, supervisor, and office roles.
  • Employee hourly ratesFeeds payroll checks, job labor cost, Smart Pricing, and financial reports.
  • Contractor pay methodsSupports percentage, per-house, per-room, service-type pay, and role bonuses.
  • Travel-time payControls when travel is paid and how it appears in payroll summaries.
  • Clock rulesRequires OTW, arrived, clock-in/out, GPS proof, and manager approvals.

Launch checklist

  • Worker roles defined
  • Pay methods configured
  • Clock rules active
  • Payroll summaries connected
Syncs with
DispatchCompleted JobsPayroll SummarySmart Pricing Labor CostFinancial Reports
Open Settings

Company Setting

Customer Experience

Complete

Customer portal rules, cancellation/reschedule policies, complaints, reviews, referrals, retention, and win-back rules.

What this setting group is for

Controls what customers can do before, during, and after service and keeps every customer event visible in Customer 360.

Setting details and launch checklist

Each setting controls

  • Portal permissionsControls booking, reschedule, cancel, card update, invoice, referral, review, and gift-card access.
  • Cancellation and reschedule rulesControls fees, time windows, warnings, and manager approval.
  • Complaint and quality rulesCreates quality tickets, evidence requirements, reclean approvals, and damage review.
  • Review requestsControls when review requests are sent and how low ratings are routed.
  • Referral and retentionControls rewards, win-back offers, inactive-customer triggers, and growth attribution.

Launch checklist

  • Portal rules configured
  • Complaint rules configured
  • Review/referral rules configured
  • Customer 360 sync enabled
Syncs with
Customer PortalCustomer 360CommunicationsQualityGrowthBilling
Open Settings

Company Setting

Communications

Google Ready

SMS, email, templates, reminders, Gmail, translations, notifications, campaign messages, and customer replies.

What this setting group is for

Controls how Jarvixx communicates with customers, staff, contractors, supervisors, and owners across every workflow.

Setting details and launch checklist

Each setting controls

  • SMS providerTwilio powers reminders, alerts, replies, review requests, and campaign text messages.
  • Gmail connectionGoogle OAuth connects Gmail and imports customer emails into timelines.
  • TranslationGoogle Translate powers English/Spanish communication and language detection.
  • TemplatesControls booking confirmations, reminders, failed payment notices, reviews, campaigns, and complaints.
  • Notification rulesControls who receives owner, manager, CSR, dispatcher, team, and customer alerts.

Launch checklist

  • Google Translate configured
  • Gmail OAuth configured
  • Places configured
  • Twilio connected for SMS
Syncs with
GmailTwilioCustomer 360Communications CenterGrowth CampaignsBooking Reminders
Open Settings

Company Setting

Dispatch & Routing

Configured

Assignments, route rules, route optimizer mode, travel time, area grouping, inspections, and field workflow.

What this setting group is for

Moves jobs from booking to assigned team to completed service while keeping route cost low by default.

Setting details and launch checklist

Each setting controls

  • Low-cost route modeDefaults to ZIP/area grouping, saved coordinates, nearest-neighbor sorting, and cache.
  • Team assignment rulesControls unassigned jobs, team capacity, role fit, and supervisor review.
  • Travel buffersControls travel time between jobs and protects late arrival risk.
  • Inspection workflowControls supervisor inspections, photo checks, and quality handoff.
  • Field status rulesControls OTW, arrived, started, completed, problem, and follow-up statuses.

Launch checklist

  • Low-cost mode default
  • No paid Routes API unless enabled
  • Coordinates saved
  • Dispatch and calendar synced
Syncs with
Booking Command CenterSmart CalendarWorkforcePayroll Travel PayCustomer Notifications
Open Settings

Company Setting

Financial & Accounting

Ready Without App

Invoices, revenue, open balances, refunds, manual verification, expenses, reconciliation, reports, and accounting app sync.

What this setting group is for

Keeps owner financial visibility clean even before QuickBooks, Xero, or Wave is connected.

Setting details and launch checklist

Each setting controls

  • Invoice rulesControls when invoices are created, sent, paid, failed, refunded, or written off.
  • Manual payment bucketsSeparates collected revenue from pending cash/check/Zelle/Venmo verification.
  • Open balancesFeeds customer balance, collections, billing lockout, and financial reports.
  • Accounting integrationsPrepares QuickBooks, Xero, Wave, CSV import, and PDF statement workflows.
  • Revenue reportsConnects invoices, campaigns, bookings, memberships, gift cards, and referrals.

Launch checklist

  • Financial command center active
  • Manual verification protected
  • Invoices connected
  • Accounting app optional
Syncs with
PaymentsInvoicesCustomer BalancesReportsGrowth RevenueAccounting Apps
Open Settings

Company Setting

AI & Automation

Active

Jarvix AI Operator, AI CEO Coach, Smart Pricing Coach, document AI, recommendations, and automations.

What this setting group is for

Explains, recommends, drafts, flags risk, and helps run the business while respecting settings, permissions, and approvals.

Setting details and launch checklist

Each setting controls

  • AI Operator permissionsControls what AI can suggest, draft, automate, or require approval for.
  • AI CEO CoachTurns business data into owner-level recommendations and risk alerts.
  • Smart Pricing CoachExplains price recommendations, margin warnings, and job health.
  • Document AISupports documents, proposals, emails, templates, and future uploads.
  • Approval rulesBlocks sensitive actions unless owner/admin approval is granted.

Launch checklist

  • AI key configured
  • Approvals protected
  • Smart Pricing Coach active
  • Sensitive actions gated
Syncs with
PricingDispatchGrowthCustomer 360Financial ReportsSettings
Open Settings

Company Setting

Security & Permissions

Protected

Roles, permissions, audit logs, login security, MFA readiness, sensitive actions, and tenant isolation.

What this setting group is for

Protects data, keeps tenant accounts separated, and controls which users can access modules or sensitive actions.

Setting details and launch checklist

Each setting controls

  • Role accessControls Owner, Admin, Office Manager, CSR, Dispatcher, Supervisor, Employee, and Contractor access.
  • Sensitive actionsRequires approvals for refunds, payroll changes, customer bans, pricing overrides, and AI actions.
  • Audit logsRecords settings, billing, login, payment, customer, and operational changes.
  • Tenant isolationEnsures email/password resolves the correct tenant without exposing tenant IDs at login.
  • Credential safetyShows only configured/missing status and never exposes secrets in the browser.

Launch checklist

  • Tenant inference active
  • Tenant IDs hidden at login
  • Audit logs active
  • Secrets redacted
Syncs with
LoginBilling LockoutAdmin PagesAudit LogsAll Operational Modules
Open Settings

Company Setting

Integrations

5 Connected

Stripe, Google services, Gmail, Twilio, OpenAI, QuickBooks, Xero, Wave, and future connectors.

What this setting group is for

Connects communication, payments, accounting, scheduling, maps, translation, and automation into one SaaS platform.

Setting details and launch checklist

Each setting controls

  • StripeConnects SaaS billing, tenant trials, products, recurring prices, webhooks, and lockout rules.
  • Google ServicesConnects Translate, Places autocomplete, Gmail OAuth, Gmail Sync, usage logs, and low-cost routing.
  • TwilioConnects SMS reminders, replies, campaign texts, and operational alerts.
  • OpenAIConnects Jarvix AI recommendations, coaching, drafting, and automations.
  • Accounting appsConnects or prepares QuickBooks, Xero, Wave, CSV import, and statement import.

Launch checklist

  • Connected count calculated
  • Secrets hidden
  • Stripe plans synced
  • Google routes and usage visible
Syncs with
Admin Google ServicesBillingCommunicationsGrowthFinancialAI
Open Settings

Company Setting

Company Protection

Active

Blacklist, blocked phones/emails/addresses, fraud prevention, booking risk, and serviceability blocking.

What this setting group is for

Prevents banned customers or risky bookings from entering the schedule and protects the company from avoidable losses.

Setting details and launch checklist

Each setting controls

  • Customer ban rulesBlocks by customer ID, email, phone, and address.
  • Blocked phones and emailsStops repeat bookings from known-risk contacts.
  • Blocked addressesPrevents service to addresses marked unsafe, unserviceable, or banned.
  • Risk messagesControls internal and customer-facing messages when a booking is blocked.
  • Fraud/risk checksFeeds booking, billing, payment, and serviceability risk workflows.

Launch checklist

  • Ban rules active
  • Risk messages configured
  • Booking block enforced
  • Customer data preserved
Syncs with
Booking FormsCustomer ProfilesDispatchBillingCustomer Portal
Open Settings

Company Setting

Advanced System Settings

Protected

Feature flags, diagnostics, API behavior, deployment checks, logs, developer options, and system health.

What this setting group is for

Gives owner/admin/developer users a protected place to verify deployment health and troubleshoot safely.

Setting details and launch checklist

Each setting controls

  • Health checksLinks to /health, /version, billing health, Google services, and launch readiness APIs.
  • Feature flagsControls staged modules, coming-soon features, and tenant-specific access.
  • DiagnosticsShows route/API status, integration configuration, storage status, and sync results.
  • System logsSupports troubleshooting without exposing secrets or customer-sensitive data.
  • Developer optionsKeeps risky actions protected behind owner/admin permissions and explicit confirmation.

Launch checklist

  • /health passes
  • /version passes
  • Deployment green
  • No secrets exposed
Syncs with
RailwayHealthVersionBillingGoogle ServicesDiagnostics
Open Settings
LIVE UI 96.38-real-company-settings-logo-header