Settings Configuration
Configure your Flashquotes account settings for optimal performance
Overview
The Settings section is crucial for initial setup and ongoing management of your Flashquotes account. Along with Forms configuration, it’s one of the most important areas to focus on when getting started.General Settings
Company Information
Company Information
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.
Location Management
Location Management
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.
Timeline Defaults
Time Parameters
Time Parameters
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
Notification Preferences
Alert Settings
Alert Settings
Customize email notifications for: - New bookings - Payment receipts - Lead
submissions
Each user can manage their own alert preferences independently.
Task Templates
Task Configuration
Task Configuration
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 hyperlinksQuote Settings
Quote Defaults
Quote Defaults
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.
Quote View V2
Quote View V2
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
Add-on Management
Add-on Configuration
Add-on Configuration
Create and manage add-ons with: - Unique IDs for automation - Multiple
pricing options: - Per unit - Flat price - Hourly rate - Resource-based
Branding
Brand Settings
Brand Settings
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.
Plan Management
Subscription Options
Subscription Options
Available plans:
- Free tier
- Starter plan
- Pro plan
- QuickBooks integration
- Automatic invoice/payment sync
- API access for automations
Integrations
Integrations
Pro tier integrations:
- QuickBooks connection
- API access key generation
- Zapier automation support
- Additional platform connections
Best Practices
- Complete Stripe connection first
- Set up branding early
- Configure timeline defaults accurately
- Review and customize task templates
- Set appropriate notification preferences
Next Steps
After configuring settings:- Set up forms
- Configure integrations
- Review automation options
- Test client-facing elements