Settings
Configuration surface — values shown are illustrative.
Staff & Roles
Agents, managers, and permissions.
- Owner / AdminDemo
- ManagerDemo
- AgentDemo
- DispatcherDemo
Business Hours
When the team is available.
- Mon–Fri 8a–6pDemo
- Sat 9a–3pDemo
- Sun ClosedDemo
- After-hours rate +50%Demo
Service Categories
Configure ticket types.
- Locksmith (LCK)Demo
- Automotive (AUT)Demo
- Safe Services (SFE)Demo
- IT Support (IT)Demo
Ticket Numbering
Sequence and prefix rules.
- Format: PREFIX-YY-NNNNNNDemo
- Reset yearlyDemo
- Pad to 6 digitsDemo
Message Templates
Pre-written customer comms.
- Appointment confirmationDemo
- On the way / ETADemo
- Awaiting paymentDemo
- Completed receiptDemo
Payment Settings
Accepted methods and tax.
- Card, Cash, PayPal, VenmoDemo
- Tax rate 8.75%Demo
- Service call fee $25Demo
Notification Settings
Alerts for agents.
- New ticket → pushDemo
- Status change → emailDemo
- Quiet hours 9p–7aDemo
Knowledge Base Settings
Categories and access.
- Categories: 5Demo
- Default visibility: InternalDemo
Security Settings
Sign-in and audit.
- MFA required (planned)Demo
- Session timeout: 8hDemo
- Audit log enabledDemo