Every switch in the software lives on one screen. The groups are named the way you would say them out loud, so you can tell your office manager where a control is. Most tabs are admin-only — a sales manager also gets Team Members for his own reps, and My Profile, Academy and Help & Support open to everybody. Search finds a setting by the word you use for it, a right-click jumps straight to any tab, and on a phone Settings opens on your own profile with every section a tap away. Crews, stages, portals and phones for a post-frame and barndominium outfit all answer to this one screen, instead of five separate tools each with settings of its own.
Also called: settings · admin panel · account settings · where do I change this · configuration
Five plain groups instead of a wall of options
Team, Operations, Portals, Communications, Account — about twenty tabs sorted so you can tell your office manager where a control lives without walking over to her desk. The old arrangement had one customer drawer holding the portal, the stage setup, the checklists and the price list together. That is four different jobs under one heading.
Your office manager asks where the texting setting is, and you end up walking over to her desk to click through it yourself.
The owner can say 'it's under Communications, Notifications' and the office manager finds it herself, because the groups are named the way you would say them out loud. Four jobs in one drawer meant nobody could describe where anything was.
Send a link to the exact setting, or right-click straight to it
Try itEvery tab has its own address — put it in a text and it lands on the page you meant. And from any screen in the app, a right-click opens a Settings column: hover a group and its tabs fly out, click one and you are there. Tabs used to sit in the menu while their links quietly went somewhere else, and a bookmark that opens the wrong page reads as the page being deleted.
You text your office manager a settings link, it opens Team Members instead, and she assumes the setting is gone.
The office manager trusts the link the owner sends her, so she fixes the setting instead of phoning back to ask where it went. The right-click menu reads the same list as the Settings menu, so it can never offer a tab the menu hides.
Search the settings by what you call the thing
Try itType what you are after in your own words instead of guessing which of five groups somebody filed it under. The search knows the sections inside each tab and the names things used to go by — type brand and it finds Brand Center, which lives inside My Business, and Branded calling under Phone & Texting.
You know you turned on branded calling last month, but not whether it lives under Phone, Account or Integrations, so you click through all three.
The office manager finds the setting herself instead of phoning the owner — and a setting that can be found is never mistaken for one that was removed. The index carries old names and everyday words on purpose, because that is what people actually type.
An old admin link cannot let a worker in, and never bounces you
A worker's Settings shows only his own tabs — My Profile, Academy, Help & Support. If he opens an admin-only tab from an old link he lands on his own profile. The check waits until your sign-in has finished loading before it fires; the earlier version fired too early and threw the actual owner out of his own settings mid-load.
A crew member taps an old link from the group text and finds himself looking at the company's pay structure.
The owner can forward any settings link without worrying who opens it, and a worker never lands on a screen he was not meant to see. Waiting for the sign-in before deciding means the check never bounces the person who does belong.
Add a tab and it shows up in every menu at once
The Settings menu, the right-click menu and the phone's Settings sections sheet all read one list, so a control cannot exist in one place and be missing from another. On a phone, Settings opens on your own profile with that sheet over it. That drift is what quietly breaks links — and it is why a setting somebody swears he used last month looks like it was removed.
A setting shows on the desktop and not on the phone, so the owner decides it was removed and stops looking for it.
The owner who checks Settings from his phone finds the same tabs he knows from the desk, so nothing is 'only on the computer'. When one list feeds every menu, a tab added once appears everywhere and a link never quietly opens the wrong page.
- 1Open Settings and you get five labelled rows of tabs instead of one long list.
- 2Pick a group — Team, Operations, Portals, Communications, Account — then the tab inside it.
- 3Or type what you call it into Search settings… and pick the match.
- 4Right-click anywhere in the app and the Settings column takes you straight to a tab.
- 5Copy the address out of the bar and send it — that link opens the exact tab you were on.
- 6A worker who opens an admin-only tab from an old link lands on his own profile instead.
- 7On a phone, Settings opens on your profile with the Settings sections sheet over it.
The tab list used to be typed out in three or four places, and it had already drifted apart. Three tabs sat in the menu while their links quietly opened Team Members instead. A bookmark that opens the wrong page reads as the page being deleted — so the office manager stops trusting the link and phones the owner. The five groups came out of sorting the mess: the customer's portal is one job, the stages and the price list are another, and they had been living in the same drawer.
- Tab lists were duplicated across nav surfaces and drifted out of sync, silently breaking deep links.
- Configuration had no vocabulary — nobody could tell a colleague where a control lived.
- Non-admins could reach admin-only tabs through a stale hash.
Search your settings
Type two letters and it searches every place in Settings, not just the tab names. The sections inside a tab are in there too — Trust Strip, carrier approval, danger zone, yard price list. Pick a result and it opens the tab and scrolls that section into view.
How Settings is laid out
A plain explanation of each of the five groups and what lives in it. It also shows a picture of a numbered section heading and a lettered subsection heading, so the numbers on screen have a name you can say out loud.
On-this-page section list
Long tabs like Client Portal and Integrations turn into a scroll hunt. This lists every section on the page, numbers them the same way the headings are numbered, and jumps you to one. It remembers whether you left it open.
Old settings links keep working
Tabs get merged as the software grows. Lead Access moved into Roles & Access. Brand Center moved into My Business. The old addresses were kept, and each one opens the new home already switched to the right sub-tab. The parent tab stays lit so you can see where you are.
Settings on a phone
Five rows of tabs eat a phone screen. On mobile you get a single chip in the banner naming where you are. Tap it and a full-width sheet slides up with the five groups and their tabs, the current one ticked. The chip stays put while you scroll.
A pointer where you would reasonably look
Some settings are fair to look for in two places. Email design reads as a Communications thing even though it lives with your brand. Rather than putting the same live controls in two tabs, the wrong tab shows a one-line pointer and a button that takes you there.
Client Portal settings
One tab organised by the customer's journey, not by which part of the software owns it. Estimate holds the sections he reads and their order. Form and Contract moved here from the old contracts tab. Dashboard is what he sees once the job is live.
Project Stages settings
Stages holds the names, checkpoints and durations. Notifications holds the rules that bind to those stages. Analytics shows how they actually ran and how far the plan has moved. A link can carry the exact stage you were looking at.
Settings screens that paint straight away
Two things. The screen paints what it had last time the moment you open it, then swaps in the live values. And where nothing can be shown yet, it holds an outline in the shape of the content rather than showing an empty form.
No browser pop-ups in Settings
A house rule. Resetting a role, deleting a preset, removing a saved signature, finishing an invitation — each one gets a themed dialog that states in a sentence what it is about to do. The dropdowns and the confirmations match the rest of the app.