Settings¶
Customize FSM Navigator to fit your business. The Settings area is available to users with the Owner role and covers everything from your company profile and security to branding and automation preferences.
Navigate to Settings from the sidebar to access all configuration options.
Settings topics¶
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Company Information
Set your company name, address, phone, email, timezone, business hours, and logo.
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Security & MFA
Enable multi-factor authentication and enforce it across your entire team.
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General Preferences
Default job settings, date format, and other general options.
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Notification Preferences
Control which email and push notifications you and your team receive.
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Invoice Settings
Customize invoice numbering, payment terms, and tax configuration.
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Branding
Upload your logo and personalize the look of invoices and emails.
Pro+ -
Dark Mode
Switch between light and dark themes for comfortable viewing.
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Auto-Assignment
Configure intelligent job assignment rules and technician matching.
Pro+ -
Skill Categories
Define custom skill categories for technician matching and routing.
Enterprise -
Suggested Parts
Pre-configure commonly used parts for faster job completion.
Enterprise -
Integrations
Connect QuickBooks, Stripe Connect, Telegram, and the Enterprise API to your FSM Navigator workspace.
Who can access Settings?¶
Only users with the Owner role have full access to the Settings area. See Roles and permissions for a complete breakdown of what each role can do.
Start with the essentials
New to FSM Navigator? Begin with Company Information to set your timezone and business hours, then Security & MFA to protect your account.