Find a Setting
Jump to the Settings tab you need — Company, Team, Billing, Work Types, Taxes, Automations — without duplicating those how-tos.
Updated August 31, 2026
Open Settings. The sidebar groups tabs as Account, Organization, and Operations. SettingsSetup Wizard sits above those groups when you still have setup to finish.
Use the wizard for first-time setup
SettingsSetup Wizard walks required company steps plus later Optimize items (portal, dispatch, vehicles, and more). It remembers where you left off.
Jump to the tab that matches the task
Use the map below. Field crew only see Account (plus Notifications). Suspended companies are limited to Billing and Security.
Account
My Account, Availability, Security, My Feedback, Notifications — your user, not the company.
Organization
| Tab | Open this help |
|---|---|
| Company | Set up your company profile |
| Team / Roles | Invite your team |
| Billing | Plan, add-ons such as Advanced Reporting, accepted payment methods |
| Customer Portal | Invite customers to the portal |
| Customer Notifications | Email/text toggles per event, including Portal invite |
| Taxes | Use-tax jurisdictions and rates (every plan) |
| Automations | Automatically send draft invoices |
| Integrations | Connected apps (when your plan includes them) |
| SOLIVEN | Prompts and assignment settings |
| Training | Training library when that feature is on |
Operations
| Tab | Open this help |
|---|---|
| Dispatch / Vehicles | Depot and groups for Dispatch; trucks for clock-in |
| Work Types | Cadence, contract-on-approval, photos, visit checklists, one-off jobs — also schedule a visit |
| Skills Catalog | Skills SOLIVEN uses with work types |
| Templates, Terms & Billing | Quote/contract templates (Help path: SettingsQuote Templates) |
| Chemical Billing | Bill chemicals used on invoices |
| Water Chemistry | Pool target ranges |
| Care Schedule | Periodic add-on tasks when that feature is on |
| Vehicle Counts | Inventory stock checks on trucks |
Prices themselves are not a Settings tab — they live under Sales and BillingPricing. See Set your prices.
Verify it worked
The tab you opened matches the table, and a change there (for example Company name) shows on the next quote or invoice PDF you generate.
Frequently asked questions
I do not see Company or Team. Who can?
Company is for office-tier roles (and Super Admin). Team, Roles, and most Organization tabs are for people who can manage users — typically Admin and Office Manager. Everyone signed in still has Account (My Account, Availability, Security, My Feedback, Notifications).
Where did Quote Templates go?
The Operations tab label is Templates, Terms & Billing. Help links that say Settings → Quote Templates open that same tab.
Related guides
- Set up your company profileEnter the company name, mailing address, and time zone that appear on every invoice, quote, and customer email you send.
- Invite your teamAdd office staff and field crews, and choose what each role can see and do in OpsVara.
- Set your pricesBuild the price book that quotes, contracts, and invoices all draw from, including tiers and renewal increases.
- Automatically Send Draft InvoicesEmail (and optionally text) draft invoices after they sit for a set number of hours, per work type.