Default builder view – Sets the default format (Calendar, List, or Gantt) that your internal team sees when navigating to the Schedule.

Default client view – Controls which default schedule format (Calendar, List, or Gantt) clients see by default in their portal, helping tailor their experience to your preferences.

Default schedule item reminders – Automatically sends reminder notifications to assigned users before a scheduled task starts.

Send confirmation request with schedule item reminders – Includes a prompt for assigned users to confirm they’ve received and acknowledged the reminder.

Default notify linked subs/vendors – Ensures that any subs or vendors linked to a schedule item receive notifications by default.

Show times for hourly items on Calendar - Month view – Displays start and end time blocks for hourly schedule items directly on the monthly calendar view.

Show job name on Calendar - Month/Week/Day views for All Listed Jobs – Adds the job name to schedule items across all calendar views for better clarity when viewing the schedule for All Jobs.

Automatically mark items complete – When enabled, schedule items are marked complete automatically once their end time passes.

New Schedule Items - Default to show subs/vendors – Automatically enables visibility to assigned subs/vendors when creating new schedule items.

Include header on schedule PDF exports – Adds a header with company/job details to schedule PDFs for a more polished and professional look.

Create and manage a list of default phases to quickly apply when organizing schedule items, helping streamline and standardize your scheduling process.

Stamp Location – Automatically includes a GPS pin on new Daily Logs to show where they were created.

Default Daily Log Notes – Allows you to add preset text that will appear in each new Daily Log for consistency and time savings.

Include Weather Conditions (Default) – Automatically pulls weather data into new Daily Logs based on the jobsite location and log date.

Include Weather Condition Notes (Default) – Adds a default text field alongside the weather data, allowing team members to provide context or observations related to the day’s conditions.

Send Past Due To-Do Reminder up to X days – Automatically sends reminders for overdue To-Do’s for the number of days you specify, helping keep tasks from falling through the cracks.

Require all checklist items to be complete in order to complete a To-Do – Prevents a To-Do from being marked complete until all associated checklist items are finished, promoting thorough task management.

Move completed checklist items to the bottom – Automatically reorders the checklist so completed items are moved to the bottom, making it easier to focus on what’s still outstanding.

Show client internally declined Change Orders – Allows clients to view Change Orders that your team declined internally, providing added transparency if enabled.

Show line items to client – Determines whether clients can see individual cost breakdowns within a Change Order.

Invoice Change Orders upon client approval – Automatically generates an invoice when a client approves a Change Order, streamlining your billing workflow.

Change Order approval disclaimer – Add a custom message or legal disclaimer that clients must review before approving a Change Order. To update the verbiage, click Change.

Price – Show the total cost of the Change Order.

Discussions – Include discussion history for context and transparency.

Line Items – Display detailed breakdowns of materials, labor, or services.

Performing Subs/Vendors – List the subcontractors or vendors responsible for executing the work.

Signature Lines – Add signature fields for necessary approvals.

Custom Fields – Include any additional custom information specific to your workflow.

Default builder view – Choose the default layout your team sees when managing Selections.

Default client view – Set the default layout clients will see when reviewing their Selections.

Default to expand Category & Location view – Automatically expand category and location filters for quicker navigation.

Alert users X day(s) before upcoming deadline – Automatically sends reminders of impending selections for the number of days you specify to keep users informed of upcoming Selection deadlines.

Allowances on new jobs – Automatically include allowance categories when creating new jobs.

Show allowances to Subs/Vendors – Control whether subs/vendors can view allowance amounts tied to their work.

Show vendor contact info to client – Choose whether clients can see vendor contact information.

Show line items to client – Allow clients to see detailed breakdowns of each Selection’s cost.

On New Jobs Update Job Running Total When a Selection Is Approved – Keep financial totals accurate by updating job cost based on approved Selections.

Require Signature on Selections – Decide if and when signatures are required:

Selections approval disclaimer – Add a custom message or legal disclaimer that clients must review before approving their selection. To update the verbiage, click Change.

Approved Choices Only – Limit printouts to only show approved selections.

Pricing – Include item pricing for transparency.

Subs/Vendors – List who is responsible for each Selection item.

Added By – Display who added the Selection.

Installers – Show assigned installers for specific choices.

Choice Description – Include detailed descriptions of selected items.

Selection Description – Provide a general overview of each Selection category.

Line Items – Show itemized entries within a Selection.

Discussions – Include message history related to the Selection.

Custom Fields – Display any additional fields you’ve added for tracking or communication.

Send client feedback reminder up to X days – Automatically remind clients to leave feedback on a warranty claim if they haven’t responded within the specified number of days, helping you close the loop on service quality.

Allow subs/vendors and clients to print warranty claims – Enable or restrict the ability for subs/vendors and clients to print submitted warranty claims for their records or offline reference.

Week Start – Choose which day of the week your company’s time tracking should begin for consistent reporting and payroll alignment.

Hourly Rate Tracking – Determine if you prefer tracking of hourly rates by Cost Code or by User.

Use HH:MM formatting on time clock totals – Display total time worked in hours and minutes format instead of decimal hours. Example: time clock totals as 25:45, otherwise totals will display in decimal format 25.75 (hrs)

When a job is deleted, prompt to delete corresponding time card items – Ensure data accuracy by prompting users to remove time entries linked to deleted jobs.

Send one-time notification to internal users that have been clocked in for over 12 hours – Prevent timekeeping errors by alerting team members who may have forgotten to clock out.

Automatically end breaks after X minutes – Help maintain accurate records by automatically ending breaks after a set time limit.

Show General Job – Provide a default job option for logging time not tied to a specific project, such as training or administrative tasks.

Show overtime – Enable tracking of standard overtime for compliance and reporting. This must be enabled to choose from the following settings:

Show double overtime – Enable tracking of double overtime for high-hour days or special pay periods. This must be enabled to choose from the following settings:

Select Radius – Define the allowed distance (in Miles or Kilometeres) from a jobsite for clocking in/out to ensure time entries are accurate and location-based.

Default Time Clock Geofencing to ON for all new jobs – Automatically enable geofencing for new jobs to maintain consistency and accountability.

Auto-create folder for subs/vendors and clients to upload documents – Automatically generates a dedicated folder for your subcontractors and clients, making it easy for them to upload and organize their documents.

Default viewing permissions:

Auto-create folder for clients to upload photos – Automatically provides clients with a designated folder to upload project-related photos for better collaboration and record keeping.

Default viewing permissions:

Default uploading permissions: The Default viewing permissions must be active in order to allow default uploading permissions.

Default viewing permissions:

Default release text – Customize the standard release statement that appears when a signature is requested on a file, ensuring clarity and compliance with your company’s policies.

Allow client to discuss and comment with Subs/Vendors – Enables clients to communicate directly with assigned subcontractors or vendors through comments, fostering transparency and reducing the need for back-and-forth messaging through your team.

Default Survey Notification – Sets the standard message that will appear in all survey email notifications sent to clients, helping ensure consistent communication and saving time when sending feedback requests.

Default all questions to require an answer – Automatically marks every survey question as mandatory, ensuring you receive complete feedback from respondents.

Default all questions to have N/A option – Adds a “Not Applicable” choice to all questions by default, giving clients flexibility to skip questions that don’t apply to their experience.

Question – Enter the full survey question you want your clients to answer.

Report Label – Provide a shortened version of the question for easier identification in reports.

Answer Format – Choose how you’d like respondents to answer:

Tags – Apply tags to help filter and organize questions.

Active – Check this box to make the question available for use in future surveys.

Default RFI reminders – Default a reminder to go out the selected number of days prior to when the RFI is due.

Send Past Due RFI Reminders up to – The RFI assignee will be reminded that the RFI is past deadline for the amount of days selected.