BranchSiteBack to Home

Settings Overview

A map of the Settings area — its three navigation groups, the search box, and which pages need which permissions.

Open Settings from the sidebar's Setup group and you land on Company Info, with a navigation rail on the left listing every settings page you have access to. The rail has three groups — Setup, Templates, and Account — plus a Search settings box at the top that jumps straight to any individual setting by name.

The Setup group

The core configuration pages, in rail order:

  • Company Info — identity, branding, contact details, and document defaults. See Company information.
  • Roles & Permissions — the role matrix and per-role adjustments. See Roles and permissions.
  • Jobs — job-creation defaults and proposal behavior. See Job and schedule settings.
  • Features — account-wide feature toggles (Customer Portal, Timesheets & Labor, Custom Inputs, Tree Inventory, and more).
  • Open Invoices — whether not-yet-due recurring invoices are hidden from A/R until they come due.
  • Schedule — calendar and scheduling defaults.
  • Culture — your company vision, goals, core values, and strategy, shown on the dashboard.
  • Emails — who is copied on outgoing emails, and who is notified when customers accept proposals or pay invoices.
  • SMS Onboarding — text-messaging setup.
  • Vendors — the vendor list used by purchasing.
  • Labor — labor resources, loaded rate formulas, and labor schedules.
  • Tasks — task behavior settings.
  • Routing — Route Planner configuration.
  • Email Blacklist — addresses that must never be emailed.
  • Automated Messaging — triggered messages and actions.
  • QuickBooks — the accounting connection.
  • Payment Gateway, Payment Methods, Payment Terms, Financing — everything about getting paid.
  • Sales Tax — tax components and tax locations.
  • API Keys — keys for integrations.

The Templates group

  • All Templates — the hub landing page. See Templates hub.
  • Document Templates, Job Templates, Group Templates, Email Templates, Text Message Templates — one list page per template kind.

The Account group

  • Account — the account's own name and logo, and the danger zone (delete team).
  • Profile — your personal profile.
  • Tags — the client tag list. See Tags.

Who sees what

The rail only shows pages your role can use. Roles & Permissions requires role management; Payment Methods requires payment management; and Tags, Vendors, Sales Tax, Automated Messaging, QuickBooks, Payment Terms, Financing, and API Keys all require the settings-management permission. Everything else is visible to any member, though individual pages still enforce their own edit rights.

Settings outside the Settings rail

A few configuration pages sit directly in the sidebar's Setup group rather than inside Settings: Members (see Invite members), Operations (see Operations), Items, Custom Inputs (which opens inside Settings — see Custom inputs), Tags, Manage Timesheets, and Billing.

Note: Settings forms guard your unsaved work. If you edit a form and click away to another settings page, BranchSite asks before discarding the changes.