Platform Quality
Settings workbench
Configure company profile, jobs, customers, schedule, and billing in one place.
Overview
Settings are grouped by domain, company, jobs, customers, schedule, finance, with focused forms and inline help. Changes save to your company record and apply across the product.
What we're building
Scattered configuration is hard to navigate, you hunt through unrelated screens to change one thing and aren't sure what a setting actually affects.
The settings workbench groups configuration by domain, company, jobs, customers, schedule, finance, with focused forms and inline help. Changes save to your company record and apply across the product, so setup is predictable and easy to find.
This is for admins who want one organized place to configure how the product behaves for their company.
What you'll be able to do
- Configure your company profile in one place
- Manage jobs, customers, schedule, and billing settings
- Use focused forms grouped by domain
- Read inline help as you configure
- Apply changes across the product from your company record
Rollout plan
- 01
Domain-grouped settings
CompleteConfigure company, jobs, customers, schedule, and finance in grouped sections.
- 02
Focused forms with inline help
CompleteWork through settings using focused forms and inline guidance.
- 03
Product-wide application
CompleteSaved changes write to your company record and apply across the product.
Milestones
- Complete:
Settings grouping
Settings are grouped by domain.
- Complete:
Domain forms
Each domain has focused forms with inline help.
- Complete:
Company-record persistence
Changes save to the company record and apply across the product.
More in Platform Quality
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.