We’ve updated the Settings navigation to make it easier to access, understand, and configure the tools your team uses every day. This update includes a new search bar, reorganized categories, combined sections, and a structure built to support future enhancements.
Overview of What’s New
A brand-new search bar at the top of Settings
Clearer and more consistent grouping of related settings
Combined settings where functionality naturally fits together
Newly added categories to better organize expanding features
A reorganized Tariff section with a more structured hierarchy
These changes help streamline setup, simplify navigation, and provide a consistent experience for all users, whether your team is learning the system for the first time or configuring advanced pricing and automation rules.
1. NEW: Global Settings Search
A search bar now appears at the top of the Settings page. You can type in any keyword (like “tariff,” “valuation,” or “permissions”) and jump directly to the setting you need.
What this adds
Quick access to any setting from one place
Support for partial matches and flexible keyword searching
Direct links that take you straight to the setting
Faster navigation during daily use and system configuration
This is the fastest way to navigate Settings and works across all categories and subsections.
2. Updated Settings Navigation Structure
We reorganized the entire Settings menu to group related items together and merge categories with overlapping functionality. This creates a cleaner, more predictable structure.
Key structural updates
Estimate Lists and Estimate Settings are now combined into a single Estimates section
Quote Form settings are now part of Forms & Documents
The former Communication category has been retired
Email / SMS Templates are now located within Company Settings
Accounting and Profitability are now combined into Accounting & Profitability
A new Workflow Automation category has been added for automation rules
This updated structure groups related configuration areas together and creates a more streamlined menu.
3. Company Settings: Renamed & Regrouped
Company Settings now includes updated naming and reorganized subcategories to better reflect what each section contains.
What’s new
Company is now labeled Company Details
Email / SMS Templates now appear in Company Settings
User- and communication-related items appear in a consolidated, consistent order:
User Management
User Application Licenses
Text Message Usage
SMS Campaigns
Social Media
This grouping ensures all company-wide and communication-related settings live in one place.
4. Estimates: All Estimate Configuration in One Place
The two separate sections (Estimate Lists and Estimate Settings) are now unified under Estimates.
Included subsections
Common
Custom Information Fields
Move & Room Sizes
Price Ranges
Cancellation Reasons
Inventory
Parking Options
Property Types
Regions
Service Types
Tags
This creates one unified space for configuration related to estimates, items, and supporting lists.
5. Tariff Settings: Organized Into Clear Categories
Tariff Settings now feature a structured hierarchy that aligns related pricing tools together. Categories are now grouped based on type and function so you can build or adjust your tariff from top to bottom.
Tariff configuration now follows a logical flow:
Core Setup → Labor →Transportation → Extras → Protection → Defaults
New Tariff Categories
Core/Global Setup
Core Labor Rates (new)
Transportation Rates
Add-ons / Extra Services
Protection
Defaults / Automations
What this provides
A more guided path for building or updating tariff structures
Categories that reflect how pricing is typically configured
A framework ready for future tariff features
This organization supports efficient navigation through tariff tools, from foundational setup through service-specific pricing.
6. NEW: Workflow Automation Category
A new Workflow Automation category has been added to house configuration for rule-based automations.
Now included
Follow-up Automation
Lead Routing Automation
These items were previously located under Sales and now live together under Automation Rules within the Workflow Automation category. This centralizes automation-focused tools in a single location.
7. Accounting & Profitability: Combined for Convenience
Two previously separate categories—Accounting and Profitability—are now combined into Accounting & Profitability, offering a single location for financial and profitability settings.
Included items
Common
Credit Card Fees
Deduction Reasons
Deposits
Job Discounts
Payment Types
Gross Profit Targets
Automatic Expense Rules
Manual Expense Categories
Estimated Profitability
Pre-authorization (new)
This unified category simplifies access to related financial configuration tools.
8. Forms & Documents: One Unified Location
The Forms & Documents section now includes all related form tools in one place after merging with Quote Form settings.
Now included
Document Library
Embedded Form
JavaScript Form
This consolidation creates a cohesive location for managing customer-facing forms and documents.
Summary
The updated Settings navigation enhances clarity, improves discoverability, and provides a flexible foundation for future enhancements. With an integrated search bar, streamlined categories, and consolidated sections, users can more efficiently locate and manage system settings.