Settings Glossary
Every setting, grouped by where you find it.
Settings marked owner only can be changed by Account Owners and Org Admins. The rest can also be changed by Location Managers.
Workshop information
| Setting | What it changes |
|---|---|
| Workshop Name | The name shown on the board and in reports |
| Time zone | The clock the board shows and the day boundaries the plan uses. Set this to the workshop’s own zone, not yours |
| Language | The interface language |
| Default Billing Labour Rate / Hour | The rate used where a technician has no rate of their own |
Scheduling rules
| Setting | What it changes | Sensible value |
|---|---|---|
| Bay Buffer Time | Minutes held between one vehicle leaving a bay and the next arriving | Your real changeover — 5–10 min for rapid work, longer for heavy |
| Require Clock-In (owner only) | Whether technicians must clock in to be planned. Off means they are planned on their weekly hours | On where attendance varies |
Operating hours
| Setting | What it changes |
|---|---|
| Opening and closing time, per day | The outer boundary of the plan. Nothing is planned outside these hours |
Set days you are closed as closed rather than giving them nominal hours.
Breaks
| Setting | What it changes |
|---|---|
| Break name, start and end | Periods when no work is planned |
| Break Handling | How a job that would span a break is treated |
Two options for break handling:
- Split Around Break — work pauses during the break and resumes after. The job’s elapsed time stretches to cover the gap.
- Schedule After Break — jobs never overlap a break; a job that would run into one starts after it instead.
Step check-in timing
Controls when the board asks a running job whether it is on schedule.
| Setting | What it changes | Sensible value |
|---|---|---|
| Grace (% of estimate) | Extra time allowed past the estimate, as a percentage of the job’s own estimate. Never less than 10 minutes | 20–30% |
| Cap (minutes) | The largest grace is ever allowed to become, so a long job is still checked on at a sensible point | 45–90 min |
The settings screen shows a worked example with your own numbers as you change them.
Start generous and tighten later. A board that chases every job five minutes late is ignored within a week, and then it catches nothing at all.
Alerts and reminders
These change what the floor sees, not what the plan says a job will take.
| Setting | What it changes | Sensible value |
|---|---|---|
| Countdown emphasis (% of estimate) | When the time-left figure on a card starts standing out, as a share of the job’s estimate — so a long job is not shouted about all afternoon | 20–25% |
| Paused-job reminder (minutes) | How long a paused job may sit without an update before the board asks for one. Cannot be under 10 minutes | 30–60 min |
| Not-started alert (minutes) | How late a job may be past its planned start before the board flags it as not started. Zero flags it immediately | 10–20 min |
Service catalogue
| Setting | What it changes |
|---|---|
| Service name and duration | The work you offer and how long each takes. Durations are what the plan is built from |
| Service category | Maintenance, Repair, Diagnostic, Body Work or Finishing — used for grouping and reporting |
A service saved without a duration is stored at the standard default length, the same length assumed for any stage with no time of its own. Set real durations — this is the single biggest lever on plan quality after bay descriptions.
Equipment catalogue
| Setting | What it changes |
|---|---|
| Equipment name | The equipment available to associate with bays |
| Mobile | Whether the item can move between bays |
Equipment referenced by bays, services or past jobs cannot be deleted.
Repair steps and presets
| Setting | What it changes |
|---|---|
| Repair step name, category and default skill | The individual stages available for multi-stage work |
| Repair preset | A named sequence of steps that populates automatically at check-in |
Step categories are Body, Mechanical, or Both.
AI configuration (owner only)
| Setting | What it changes |
|---|---|
| Provider and model, per task | Which assistant handles each task: bay image analysis, job scheduling, duration estimation, repair summary, incentive formula |
| API keys | Your credentials for each provider. Keys are validated when entered and are never included in data exports |
Data management (owner only)
| Setting | What it changes |
|---|---|
| App Mode | Production or Demo. Sample-data tools are available in Demo only |
| Export All Data | Downloads your data. API keys are never included |
| Import Data | Restores from an export |
| Sample Data Generator | Creates realistic bays, technicians and vehicles for exploring the product |
| Clear All Data | Erases everything permanently |
Clear All Data cannot be undone and is not limited to sample data. Export first if there is any doubt.
Billing and plans (owner only)
| Setting | What it changes |
|---|---|
| Plan | Your subscription tier and its limits |
| Usage | Your current counts against each limit |