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Account Setup

Configure your account for optimal performance

Profile Settings

Access your profile settings by clicking your avatar in the top right corner and selecting "Profile."

Profile Photo

Upload a professional photo

Contact Information

Keep your email and phone updated

Password

Use a strong, unique password

Two-Factor Auth

Enable for extra security

Notification Preferences

Customize how and when you receive notifications:

Emailnotifications for new jobs
SMSalerts for urgent updates
Pushnotifications on mobile
Daily Summaryemails with activity overview

Time Zone & Localization

Ensure your time zone is correctly set for accurate scheduling:

1

Go to Settings → General

2

Select your time zone from the dropdown

3

Choose your preferred date format

4

Set your currency

Connected Accounts

Link external accounts for enhanced functionality:

📅

Google Calendar

Sync your schedule

📊

QuickBooks

Auto invoice syncing

💳

Stripe

Accept card payments

Security Settings

Two-Factor Authentication

Add an extra layer of security

Active Sessions

Review and manage logins

Trusted Devices

Manage recognized devices

Login Alerts

Get notified of new logins

Pro Tip

Enable two-factor authentication to add an extra layer of security to your account. This is especially important if you handle sensitive customer information.