Starter lookups
recommendedLoad the recommended starter sets so you don't have to build everything from scratch. Adds Item categories (Sinks, Brackets, Faucets…), Labor kinds (Edges, Cutouts, Fabrication…), Suppliers, and Material types. Anything already in your account is left untouched — you can re-run later.
Identity
Used in quote PDFs (headers, totals) and UI accents.
Logo
Shown on the quote header, the print/PDF page, the customer accept page,
and the emailed quote. PNG, JPG, SVG, or WebP. 2 MB max.
No logo
Address
Regional
Currency & language drive quote PDFs and the admin UI. Timezone is used for
any date/time displayed to your team.
Quote settings
Sales-tax % applies to every quote. The disclaimer prints at the
bottom of every saved-as-PDF quote.
Email settings
Used to email the customer the quote acceptance link and to send
acceptance receipts / notifications. Get these values from your
email provider (Gmail / Postmark / SES / your domain host).
Billing & plan (read-only)
These fields are managed by billing flows, not editable here.
Add new group
Examples: Home Depot, Sub-Contractor, Premium.
Each account you add later will pick one of these as its rate tier.
Existing groups
Accounts · wholesale clients (Home Depot, contractors, designers, ...)
Customers · end homeowners (walk-in or through an account)
Slabs · raw material (quartz, granite, marble, ...). Prices set per group later.
Items · edges, cutouts, radius, bumps, sinks, brackets, splashes, misc.
Suppliers · Cambria, MSI, Caesarstone, ...
Material types · Quartz, Granite, Marble, Quartzite, ...
Item categories · Sinks, brackets, faucets, hardware, plumbing, ...
Labor kinds · Edges, cutouts, fabrication, installation, tear out, ...
Labor rules · template, install, travel, misc fee structures.
Users · people in your company, their role and which modules they can access.
Roles:
admin — full access including this Users tab and company settings.
sales — create / edit / share quotes; manage customers; no catalog/settings.
viewer — read-only.
production — fabrication workflow (no editing).
Modules: which tools the user can open at all. Removing all modules locks the user out entirely.
Modules: which tools the user can open at all. Removing all modules locks the user out entirely.
Roles & permissions
Each user is assigned ONE role. The cells below define what that role can do across the system.
Editor = full create / edit / delete. Viewer = read-only. None = no access at all.
Admin is locked at full access. System roles (Manager / Sales / Production) can be edited but not deleted.
Loading roles…