A complete reference to the company settings index — every entry in all 11 categories, what each one controls, and the nine that only admins can open.
Beyond the big console screens, your company has a searchable index of individual settings — everything from invoice defaults to door-knocker options. You will rarely browse it top to bottom; you search it. This guide is the full reference: every entry, category by category, and what each one controls.
WHERE: Masthead ⚙ gear → Admin Console → DATA & REPORTS → All settings
The All settings screen is a flat, searchable index organized under 11 category headings: COMPANY, FINANCIAL, COMMUNICATION, CONSTRUCTION, AUTOMATION, OPERATIONS, SALES, INTEGRATION, CUSTOMIZATION, DAILY NOTES, and ADMIN. The console’s universal search reaches the same entries from anywhere, so you almost never need to remember which category a setting sits in.
◆ NOTE
Exactly nine entries are admin-only:
OUTGOING EMAIL, COMPANY CALENDAR, MESSAGE TEMPLATES, AUTOMATION HUB, DAILY NOTES · APPROVAL RULES, DAILY NOTES · RETENTION & PRIVACY, STAGE TRIGGERS, NOTIFICATION DEFAULTS, and OUTREACH AGENTS. Every other entry also appears on the team-facing settings screen (phone: avatar → MORE → Settings); those nine render only for admins and owners.§COMPANY
| Setting | What it controls |
|---|---|
| COMPANY INFO | Legal name, address, phone, contact email, EIN/tax ID, and the license number used on invoices and emails |
| LOCALIZATION & FISCAL | Timezone, date format, currency, country, fiscal-year start |
| BRAND COLORS | Primary and accent colors on the portal and emails |
| DATA RETENTION | Days before completed jobs archive and old notifications delete |
| SECURITY | Session timeout, strong-password requirement, IP whitelist |
| BACKUP & EXPORT | Weekly auto-export, CSV/JSON format, delivery email |
| PDF SETTINGS | Page size, watermark, logo, signature line |
| PDF BRANDING | Colors, font, and footer text on generated PDFs |
| COMPANY BRANDING | Logo, favicon, tagline |
| PDF ASSETS | Letterhead, watermark image and opacity, digital signature image, cover template |
§FINANCIAL
| Setting | What it controls |
|---|---|
| INVOICE DEFAULTS | Payment terms (Due on receipt / Net 15 / 30 / 60), tax rate, invoice-number prefix, footer |
| ESTIMATE DEFAULTS | Expiry days, default markup %, footer |
| ACCEPTED PAYMENT METHODS | Cash, check, ACH, credit card, financing |
| PAYMENT REMINDERS | On/off plus day offsets for first, second, and final notice |
| LATE FEE POLICY | Auto-apply, flat vs percent, amount, grace days |
| ESTIMATE EXPIRATION | Validity window, advance warning days, auto-expire |
| CURRENCY | USD/CAD/EUR/GBP, symbol position, decimals |
| DOCUMENT HEADER | Logo, company, and contact details in the printed estimate and invoice header |
| PAYMENT CONFIRMATION PAGE | Receipt page, email confirmation, thank-you message |
| PAYMENT LINKS | Link expiry days, partial payments, tips |
| INVOICE (ADVANCED) | Auto-numbering, number format template such as INV-{YYYY}-{####}, payment QR code |
| INVOICE CUSTOM FIELDS | Extra fields on invoices |
| INVOICE STATUSES | Relabel invoice statuses |
§COMMUNICATION
| Setting | What it controls |
|---|---|
| MY NOTIFICATIONS | Your own per-type, per-channel notification preferences |
| OUTGOING EMAIL | Verify your own sending domain; email sends from revolvecore.com until verified |
| MESSAGE TEMPLATES | Saved snippets: appointment confirmations, payment reminders, photo requests |
| CUSTOMER PORTAL | Which sections customers see: invoices, contracts, photos, pay |
| SMS | Texting on/off, the from number, opt-in requirement |
| TEAM CHAT NOTIFS | @mentions vs all messages, push |
| SCHEDULED EMAILS | Send window earliest and latest hour, plus timezone |
§CONSTRUCTION
| Setting | What it controls |
|---|---|
| COMPANY CALENDAR | Business hours, appointment defaults, reminders, who may schedule, staff calendar sync |
| JOB STAGES | Per-trade stage templates |
| COMPANY TRADES | The trade list behind sub invites and work orders |
| RETAINAGE DEFAULTS | Withheld percent, lien waiver required to release |
§AUTOMATION
| Setting | What it controls |
|---|---|
| AUTOMATION HUB | The switchboard for company automations |
| THANK-YOU EMAIL | Send after payment, plus delay minutes |
| OVERDUE ESCALATION | Days past due for first, second, and final escalation |
| FOLLOW-UP | Cadence days for leads and estimates |
| ARCHIVE POLICY | Days after completion before jobs archive |
| STAGE TRIGGERS | Actions fired when a job changes stage |
| NOTIFICATION DEFAULTS | Company-wide default notification matrix |
§OPERATIONS
| Setting | What it controls |
|---|---|
| WORK ORDER DEFAULTS | Default trade, auto-assign, before/after photos required |
| SCHEDULING RULES | Max jobs per day per crew, buffer hours, earliest and latest times |
| CONTRACT DEFAULTS | Signing-link expiry days, warranty years, deposit requirement and percent, cancellation window |
| PHOTO SETTINGS | Before/after required, minimum photos per job, max file size |
| PHOTO TYPES | The taxonomy behind the camera tag picker |
| CHECKLIST SETTINGS | All items required before a work order closes, default template auto-assign |
| SUBCONTRACTOR DEFAULTS | Insurance and W-9 required, expiry warning days, auto-send portal invites |
| MEASUREMENT DEFAULTS | Default pitch (4/12–10/12), waste factor % |
| FIELD NOTES | Daily note required, manager notified on safety notes, todos auto-spawn |
| APPROVAL WORKFLOW | Dollar threshold for estimate approval; refunds and change orders require approval |
| TAGS | Allowed tag vocabulary, whether custom tags are allowed |
| SERVICE AREAS | ZIP codes, radius miles, home base |
| CUSTOM FIELDS | Extra fields on customers and invoices |
| CUSTOM UNITS | The unit library for line items |
§SALES
| Setting | What it controls |
|---|---|
| LEAD MANAGEMENT | Round-robin auto-assign, stale days, mandatory follow-up |
| COMMISSION SETTINGS | Default rate, flat vs tiered, payout frequency |
| DOOR KNOCKER | Daily knock goal, GPS tracking, door photo required |
| OUTREACH AGENTS | Automated outreach configuration |
§INTEGRATION
| Setting | What it controls |
|---|---|
| QUICKBOOKS SYNC | Which objects sync, and how often |
| AI | On/off, model, monthly call cap |
| WEBHOOKS | On/off, endpoint URL, subscribed events |
| STRIPE CONFIG | Publishable key, webhook secret set, test mode |
| QB AUTO-SYNC | Per-object automatic sync switches |
§CUSTOMIZATION, DAILY NOTES, and ADMIN
| Category | Setting | What it controls |
|---|---|---|
| CUSTOMIZATION | THEME STUDIO | Palette, accent, fonts, density — saved per device |
| DAILY NOTES | APPROVAL RULES | Which proposed actions need admin approval, such as sub dispatch and large payments |
| DAILY NOTES | RETENTION & PRIVACY | Audio retention, two-party-consent banner |
| ADMIN | USER LIMITS | Max users, max customers, max invoices per month |
◆ TIP
Search by the word on your mind, not the category. Typing "payment" surfaces
PAYMENT REMINDERS, PAYMENT LINKS, ACCEPTED PAYMENT METHODS, and PAYMENT CONFIRMATION PAGE in one shot.◆ NOTE
Money-related settings change behavior for the whole company the moment you save. When trying something like a late-fee policy, read the setting’s description first — there is no sandbox company.