Settings

Shop details, logo, CIF, address and contact. This is also where you choose the country and the currency you work in, on the same row: picking a country suggests its currency, but you can change it. Essential to generate documents with a letterhead. While any required field is missing, the notification bell reminds you and disappears as soon as you complete it.

SMTP, Gmail or Outlook to send quotes, receipts and sign-offs by email.

The tax name and rate (VAT, IGIC, IGV...) are filled in automatically based on your organisation's country, with regional exceptions (e.g. the Canary Islands) and a custom rate option. Applied automatically to all quotes.

Four editable texts with a «restore default» button: warranty (with a selectable number of months), disclaimer, service terms and privacy policy — used in the PDFs and at intake.

Manage team members: invite new users and assign roles. When you hit your plan's technician limit, the card is disabled and offers to change plan instead of inviting.

Preset formats for label printers (50x25mm, Brother DK, Dymo LW...) or your own, with a QR code, order number and multi-label A4 sheets.

Connect the shop's WhatsApp number by scanning the QR to talk to your customers from the app. Only appears in this menu if your organisation has WhatsApp enabled.

Adjust the alerts and thresholds (days in the shop, in the warehouse and quotes without a response).

Manage the failure causes catalogue that appears when you register an intake.

Check your plan and trial period, and manage your organisation's subscription.