Settings

Integrations & preferences.

One-time setup that the rest of the portal piggy-backs on. Most of these tiles will fill in as their parent modules land.

Connect the mailbox quote emails are sent from. OAuth refresh token, one-time consent.

SalesforceSoon

Map accounts, contacts, opportunities. Push-back lives here once the Zapier relay is wired.

GoCardlessSoon

Mandate API keys + webhook secret. Powers the live Asperato schedule view.

NotificationsSoon

Where SMS receipts / SLA pings route — Slack channel, staff numbers.

Branch + rolesSoon

Branch defaults (delivery zones), staff roles, default rep on new quotes.