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Settings & Company Setup

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

9 articles9 topicsOwner/Admin

Common tasks in this section

Scheduling settings Tax Discounts Expense accounts Equipment and assets Team and co-owners Financial permissions Training Audit log

Popular in this section

Configure tax or choose no tax yet

Decide how Zentive should handle tax before your first invoice.

DiscountsOwner/Admin

Create and manage discounts

Set up discount codes your team can apply to quotes and invoices without changing the original service price.

Equipment & AssetsOwner/Admin

Manage equipment and assets

Track important equipment so crews and owners know what exists, where it is used, and when it needs attention.

Browse by topic

Account Access

1 article

Add or remove a co-ownerGive another trusted business owner the right access without sharing your own password.

Audit Log

1 article

Review the audit logSee who changed an important record and when, so the office can resolve questions without guessing.

Discounts

1 article

Create and manage discountsSet up discount codes your team can apply to quotes and invoices without changing the original service price.

Equipment & Assets

1 article

Manage equipment and assetsTrack important equipment so crews and owners know what exists, where it is used, and when it needs attention.

Expenses

1 article

Create and manage expense accountsOrganize job costs into useful categories so reports and QuickBooks mappings are easier to understand.

Permissions

1 article

Manage financial permissionsControl which employees can see prices, revenue, invoices, payments, and financial reports.

Scheduling Settings

1 article

Configure scheduling settingsSet the working hours and scheduling rules the office uses when booking jobs and planning routes.

Tax

1 article

Configure tax or choose no tax yetDecide how Zentive should handle tax before your first invoice.

Training

1 article

Set up training for your teamUse training records to keep onboarding, field procedures, and compliance tasks visible for owners and crews.

Best place to start

Configure tax or choose no tax yet

Decide how Zentive should handle tax before your first invoice.

Start 2Discounts

Create and manage discounts

Set up discount codes your team can apply to quotes and invoices without changing the original service price.

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

Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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Settings & Company Setup Help Articles | Zentive Help