Settings
👤AccountYour name, title, phone, profile photo, and home weather town
🔔NotificationsWhich events reach your bell: tasks, logs, change orders, selections, invoices
🛡️SecuritySigned-in devices, sign out everywhere, security status, how data is protected
🗝️Team & PermissionsRoles and the per-person permission matrixAdmin
✉️Client & Vendor EmailsDaily log client emails, change order drafts, and who receives repliesAdmin
📝Email WordingEvery sentence in every outbound email, editableAdmin
🏷️Cost CodesThe company cost code list behind bids, budgets, and invoicesAdmin
🧭PipelinesProject pipelines and stagesAdmin
📜Audit LogWho did what, when, and from whereAdmin
🗄️Data & FilesFile integrity check, restore, and backupsAdmin
🚀Launch ChecklistEverything left before the dashboard is ready to marketAdmin
Account i
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Signed-in Devices i
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All users
Audit Log i
Notifications
Tasks i
Daily logs i
Change orders i
Selections i
Projects i
QC pins i
Invoices i
Purchase orders i
Cost Codes i
Client and Vendor Emails
Email each daily log to the project's clients on submission i
Email Dillon when a daily log auto-drafts a change order i
Copy the admin on every client and vendor reply i
Permissions i
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Email Wording i
Pipelines i
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File Integrity Check i
Security & Data Protection
How your data is protected i
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