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Overview

The Settings section is organized into three main areas: Profile, Workspace, and Features. Complete these settings early for optimal Flashquotes performance. Navigation structure:
  • Profile - Your personal notification preferences
  • Workspace - Company settings, locations, and Stripe setup (labeled “Company” in navigation)
  • Features - Branding, quotes, add-ons, service charges, and other business tools

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Company Settings

Access these settings from the main /settings page (labeled “Company” in navigation).
Basic company details include:
  • Company name
  • Company ID
  • Invoice display name
  • Invoice address
  • Contact email
  • Contact phone
Company and location IDs are used for building automations with platforms like Zapier.
Connect your Stripe account for payment processing:
  • Link Stripe Connect account
  • Configure payment methods
  • Set up automatic payment collection
Complete Stripe connection before launching forms or quotes.
Configure your service locations:
  • Set primary headquarters
  • Define resource storage locations
  • Enable accurate timeline calculations
  • Manage multiple service areas
Set your location to where your resources are stored to ensure accurate drive time calculations.

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Timeline Defaults

Configure default durations for: 1. Loading Time - Duration for packing and loading at headquarters 2. Setup Time - Duration for event location setup 3. Cleanup Time - Duration for post-service packup 4. Unloading Time - Duration for headquarters unloading and restocking

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Notification Preferences

Customize email notifications for: - New bookings - Payment receipts - Lead submissions
Each user can manage their own alert preferences independently.

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Task Templates

Manage two types of task templates: 1. Admin Tasks - Internal management tasks - Operational checklists 2. Event Brief Tasks - Section assignment
  • Task ordering - Markdown formatting support
Use Markdown for task formatting: [Link Text](URL) for hyperlinks

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Quote Settings

Configure default settings for: - Quote expiration dates - Hero messages - Hero images - Service area radius
Use hero messages to showcase your gallery or menu links for better conversion.
Upgrade to our modern quote template for higher conversion rates:
  • Modern e-commerce inspired design
  • Rich photo galleries and social proof
  • Dynamic add-on selection
  • Real-time availability indicators
Set up Quote View V2 →

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Add-on Management

Create and manage add-ons with: - Unique IDs for automation - Multiple pricing options: - Per unit - Flat price - Hourly rate - Resource-based

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Service Charges

Add percentage-based or flat fees to quotes and invoices:
  • Service fees and gratuity
  • Corkage and operational fees
  • Auto-apply to new quotes
  • Tax configuration options
Configure Service Charges →

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Branding

Customize your brand appearance: - Upload company logo - Set brand colors - Configure form appearance - Customize client-facing elements
Complete branding setup early to ensure consistent brand presence across all forms and documents.

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Plan Management

Available plans:
  • Free tier
  • Starter plan
  • Pro plan
Pro tier features include:
  • QuickBooks integration
  • Automatic invoice/payment sync
  • API access for automations
Pro tier integrations:
  • QuickBooks connection
  • API access key generation
  • Zapier automation support
  • Additional platform connections

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Best Practices

  1. Complete Stripe connection first (in Company settings)
  2. Set up branding early (logo and colors only)
  3. Configure timeline defaults accurately
  4. Review and customize task templates
  5. Set appropriate notification preferences (in Profile settings)

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Next Steps

After configuring settings:
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