Settings is the home for every configurable piece of the platform — your profile, your org, your team, your phone numbers, your integrations, your billing.
The full list of Settings tabs
| Tab | What it controls | Who can access |
|---|---|---|
| Profile | Your personal account (name, photo, availability) | Everyone |
| Organization | Org name, address, hours, timezone, logo, brand color | Owner, Admin |
| Business | Business hours, service area | Owner, Admin |
| Notifications | What alerts you get and where | Everyone |
| Online Booking | Public booking page setup | Owner, Admin |
| Team | Invite, manage, and disable team members | Owner, Admin |
| Skills & Certifications | Define skills, assign to techs with cert levels | Owner, Admin |
| Tags | Org-level tag catalog | Owner, Admin |
| Data Export | Export your data (CSV / JSON) | Owner |
| Phone | Phone numbers, AI Receptionist, messaging (A2P 10DLC), usage | Owner, Admin |
| Memberships | Membership template definitions | Owner, Admin |
| Integrations | API keys, webhooks, third-party integrations | Owner |
| Billing | Your Run a Call subscription, add-ons, invoices | Owner, Admin |
| Support | Help tickets, contact support | Everyone |
| Vendors | Supplier directory for purchase orders | Owner, Admin |
| QuickBooks | QBO connection and sync config | Owner, Admin |
| Voice | AI Receptionist customization (greeting, voice, tone, FAQ) | Owner, Admin |
Note
Dispatchers and Field techs see only Profile and Notifications. Everything else is admin-gated. See Roles and permissions.
What lives in Profile vs Organization
- Profile — yours. Name, photo, on-call availability toggle.
- Organization — the company's. Org name, address, hours, brand logo.
Confusion is common: the org logo isn't in Profile.
Note
Password and 2FA aren't managed in Settings → Profile today — reset your password from the sign-in screen via Forgot password. There's no in-app 2FA enrollment yet.
Where to find things that aren't where you'd expect
- Brand color — Organization → Brand.
- Service area — Business (not Organization).
- Tax rate — Organization (one default rate, no separate Tax Rates tab).
- Roles — defined in code, not in a settings tab. See Roles and permissions.