Settings Overview
Configure ShopTrack to match your business needs. Settings control everything from your company profile to integrations with third-party services.
settings-nav
Settings Sections
Company Profile
Business name, logo, contact info, and branding
Locations
Service locations and shop addresses
Services
Work order types and service categories
Users & Roles
Team members and access permissions
Custom Forms
Create inspection and service checklists
Integrations
Connect Square, OpenAI, and other services
Access Requirements
Most settings require Administrator access. Some settings like company profile may be viewable by managers but not editable.
| Setting | Admin | Manager |
|---|---|---|
| Company Profile | View only | |
| Users & Roles | ||
| Billing | ||
| Services | ||
| Integrations |
Getting Started
If you're new to ShopTrack, configure settings in this order:
- Company Profile - Set up your business identity
- Locations - Add your service locations
- Services - Define work order types
- Users - Invite your team
- Integrations - Connect third-party services