Settings & Company Setup

Company profile, branding, services, tax, discounts, team, permissions, training, and notifications.

9 articles1 topicsOwner/Admin

Common tasks in this section

Business details and branding Products and services Tax rates Scheduling defaults Discounts Expense accounts Equipment and assets Co-owners Financial permissions Training and SOPs Your notifications Audit log

Popular in this section

SettingsOwner/Admin

Scheduling settings

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.

SettingsOwner/Admin

Tax rates and tax categories

Add the sales tax rates you charge in Settings → Tax Management, understand the four tax categories on line items, and map rates to QuickBooks tax codes before syncing.

SettingsOwner/Admin

Create and manage discounts

Save percentage or fixed-dollar discount codes in Settings → Discounts, apply them from Add Discount on a quote or invoice, and know how they flow to Stripe and QuickBooks.

Browse by topic

Settings

9 articles

Scheduling settingsSettings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.Tax rates and tax categoriesAdd the sales tax rates you charge in Settings → Tax Management, understand the four tax categories on line items, and map rates to QuickBooks tax codes before syncing.Create and manage discountsSave percentage or fixed-dollar discount codes in Settings → Discounts, apply them from Add Discount on a quote or invoice, and know how they flow to Stripe and QuickBooks.Expense accountsCreate the categories expenses are coded to (fuel, dump fees, materials, subcontractors) so the Expenses report and Profit & Loss group spending the way your bookkeeper expects.Track equipment and assetsRegister mowers, trucks, and tools with status, assigned crew, maintenance dates, and intervals; link them to services so dispatch checks equipment readiness.Add a co-owner or office userSettings → Team invites a second owner-level login for a partner or office manager, separate from crew employees, and lets you remove it later.Control what employees see about moneySettings → Financial Permissions decides, per employee, whether prices, totals, and billing show in the crew app. New employees start with pricing hidden.Publish training and SOPs to your crewsPublish documents, videos, links, checklists, and acknowledgements to all crews, a crew, a role, or one employee, with required completion and owner sign-off.Review the audit logThe Audit Log records who changed what and when across customers, jobs, quotes, invoices, payments, and settings, so you can answer “who edited this?”

Best place to start

Start 1Settings

Scheduling settings

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.

Start 2Settings

Tax rates and tax categories

Add the sales tax rates you charge in Settings → Tax Management, understand the four tax categories on line items, and map rates to QuickBooks tax codes before syncing.

How to use this section well

Company Profile holds your address; Documents & Branding holds everything customers see on quotes, invoices, and the portal.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

Still need help?

Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

Replies by emailLogin, billing, sync, and setup help

Get help with this