Company Setup & Settings
Every category now opens into a functional settings workspace with explanations, status, and action buttons. This is the single control center for the full Jarvix system.
Company setup health score
✦ Jarvix AI Setup Coach Smart Recommendations
Click any category below to open its settings. Each setting explains what it controls and how it affects the system.
Production rates and labor costs affect quotes, profit and job health.
Twilio/Gmail enable customer reminders, replies and timeline history.
Banned customer, phone, email and address rules protect bookings.
Company Profile
Company identity, branding, legal information, timezone, language, and business contact details.
This information appears across invoices, customer emails, contracts, employee documents, customer portal screens, and branded reports.
Booking & Scheduling
Controls how customers book, how office staff schedules jobs, and how capacity is protected.
These rules prevent overbooking and make sure scheduling, dispatch, workforce capacity, and customer booking forms all follow the same rules.
Pricing Engine
Smart Pricing, production rates, labor assumptions, travel, overhead, and profit margin controls.
These settings decide minimum safe price, recommended price, premium price, job health, and whether a quote is profitable.
Payments & Billing
Payment methods, card holds, auto-charges, refunds, invoices, failed payments, and gift cards.
These settings protect revenue, reduce unpaid balances, and control how Jarvix charges customers.
Workforce & Payroll
Employee and contractor rules, pay structures, PTO, GPS clock-in/out, bonuses, and payroll documents.
These settings connect workers, assigned jobs, completed work, clock records, invoices, and payroll calculations.
Customer Experience
Policies, customer portal, notifications, complaints, referrals, reviews, and retention rules.
These settings control what customers experience before, during, and after each service.
Communications
SMS, email, templates, reminders, Gmail, Twilio, translations, and notification automations.
These settings decide how Jarvix communicates with customers, staff, contractors, supervisors, and owners.
Dispatch & Routing
Assignments, route rules, travel time, area rules, inspections, and field workflows.
These settings control how jobs move from booking to assigned worker/team to completed service.
Financial & Accounting
Accounting integrations, expenses, receipts, reconciliation, tax settings, and financial reporting.
These settings help owners understand revenue, payroll, expenses, profit, taxes, and cash flow.
AI & Automation
Jarvix AI Operator, AI CEO Coach, Smart Pricing Coach, document AI, recommendations, and automations.
These settings control how Jarvix assists users, suggests actions, fills forms, creates documents, and protects approvals.
Security & Permissions
Roles, permissions, audit logs, login security, MFA, and sensitive action approvals.
These settings protect business data and control which users can access customers, payments, payroll, settings, and AI actions.
Integrations
Connect Stripe, Twilio, QuickBooks, Gmail, Google Calendar, Xero, Wave, and future services.
Integrations allow Jarvix to connect communication, payments, accounting, scheduling, and automation into one system.
Company Protection
Blacklist, fraud prevention, booking protection, customer risk controls, and serviceability blocking.
These settings prevent banned customers, phones, emails, or addresses from creating new bookings.
Advanced System Settings
Feature flags, diagnostics, API behavior, logs, developer options, deployment checks, and system health.
These settings are for owners/admins and developers who need to monitor platform health and troubleshoot deployment behavior.