Open Settings from the menu. There are six tabs. Change what you need and click Save settings at the bottom of the tab.
Some fields can only be changed by the WordPress administrator. Office staff see them greyed out.
Business
- Business name. Shown on the booking form, the customer page, every email and the dashboard menu.
- Phone. Shown to customers everywhere, with tap-to-call on phones.
- Email. Customers' replies go here. Administrator only.
- Address. Your business address, kept for your records.
- Brand color. Used for buttons on the booking form, the customer page, emails and the dashboard.
- Currency symbol. The symbol in front of every price, $ by default. Card payments through Stripe are charged in US dollars.
- Logo. Click Upload logo, pick an image, then save. Without a logo your business name is shown.
Services and prices
- Service call fee. The default fee for new jobs and the booking form.
- Labor rate per hour. Used for the labor line on new estimates and on warranty claims.
- Parts markup %. Fills in the price to the customer from your cost.
- Sales tax %. The starting tax on new estimates and invoices.
- Repair warranty (days). Shown on the booking form as, for example, "90-day warranty on parts and labor". Set it to 0 to hide it.
- Credit the service call fee toward the repair. Takes a paid service call fee off new estimates and invoices.
- Technicians can write estimates, get the customer's signed approval and book the return visit on site.
- Hide what parts cost you from technicians.
- Appliances you repair (one per line). The appliance choices on the booking form and job screens. Each gets a matching picture and common problems on the booking form.
- Brands (one per line).
- Warranty companies and days to file a claim (one per line, like: American Home Shield, 30). See Warranty claims.
- Repair or replace: new price and usual life in years (one per line, like: Dryer, 800, 13). Used for the repair-or-replace advice. Lines are matched to the appliance name.
- Show customers the repair or replace advice on estimates. Untick to turn the advice off for you and customers.
Booking form
- The shortcode
[partsdue_booking]with a Copy button. - Time windows (one per line).
- ZIP codes you serve (empty = all).
- Days customers can pick. From 1 to 30, starting tomorrow.
- Closed days. Sunday, Saturday and Sunday or Open every day.
- Note under the form. Shown under the arrival windows and in the request email.
- Thank-you message. Shown after a customer books.
- Let customers add photos of the sticker and error code.
See The booking form.
Payments
- Mode. Test or Live. Must match your Stripe keys. Administrator only.
- Publishable key, Secret key and Webhook signing secret. Administrator only. Saved secrets are never shown again. Leave a field empty to keep what is saved.
- Webhook URL for Stripe (event: checkout.session.completed) with a Copy button.
- Invoice number prefix. INV- by default.
- Next invoice number. 1001 by default. Numbers already used are skipped.
- Days to pay. Sets the due date on new invoices. 7 by default.
- Terms on invoices. The note on every new invoice.
See Stripe card payments.
Emails and reviews
- Send office alerts to. Where new requests and online approvals go. Administrator only.
- Google review link. The link in the review request email.
- Ask for a review (days after payment, 0 = never). From 0 to 30.
- Email customers: booking confirmation, reminder the day before, updates. Sends the request received email. Day-before reminders are also only sent while this is on.
- Remind customers about overdue invoices once a week.
See Emails.
Your data
Download everything as spreadsheets or one file. Administrator only. See Reports and export.
Changes and old records
Settings apply to new work. Changing your labor rate, tax or terms does not change estimates and invoices you already made. Edit those by hand if needed.