Setup & Configuration

Configure your business, payments, notifications, and customer portal for field service management.

Before you start

Complete this setup guide so your business profile, integrations, and payment links work correctly. Then use the Quick Start to learn scheduling.

Getting started

After your first login, set your business profile and preferences so the rest of the app behaves correctly. Go to Settings → General to configure timezone, date and phone format, and currency. These affect how dates and amounts appear in the scheduler, invoices, and customer communications.

General Settings

In Settings → General you can set:

Timezone – Used for scheduling and reporting.
Date and phone format – How dates and phone numbers are displayed.
Currency – Default currency for estimates and invoices.
Default landing page – Where users land after login.
Short URL domain (optional) – When set, payment and magic links in emails and SMS use shorter URLs. The domain must resolve to your API. Leave blank to use full URLs.

Integrations

Configure these in Settings → Integrations:

Stripe

For payments and payment links. Connect your Stripe account so you can send payment links via email and SMS and accept payments from the customer portal.

Twilio or Telnyx

For SMS and voice. Configure your provider so the app can send SMS and place/receive calls.

Mailgun

For email. Set up Mailgun so the app can send transactional emails (invoices, estimates, notifications).

Customer portal

Enable and customize the customer portal in Settings → Customer Portal. The portal lets customers view estimates and invoices and pay online. Magic links in emails and SMS take customers directly to their estimate or invoice in the portal.

Payment links and short URLs

Payment links are sent by email and SMS when you share invoices or request payment. For shorter, cleaner links, set the Short URL domain in General Settings. That domain must point to your API so redirects work. If you leave it blank, full URLs are used. For Stripe setup and payment link behavior, see Settings → Integrations → Stripe.

Notifications

Configure email and SMS preferences in Settings → Notifications. Choose which events trigger emails or SMS and customize templates so your team and customers get the right messages.

Next: use the Quick Start to learn scheduling, or explore the Scheduler Dashboard and other docs from the sidebar.