> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings Configuration

> Configure your Flashquotes account settings for optimal performance

## 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

## Company Settings

Access these settings from the main `/settings` page (labeled "Company" in navigation).

<AccordionGroup>
  <Accordion icon="building" title="Company Information">
    Basic company details include:

    * Company name
    * Company ID
    * Invoice display name
    * Invoice address
    * Contact email
    * Contact phone

    <Note>
      Company and location IDs are used for building automations with platforms like Zapier.
    </Note>
  </Accordion>

  <Accordion icon="credit-card" title="Stripe Setup">
    Connect your Stripe account for payment processing:

    * Link Stripe Connect account
    * Configure payment methods
    * Set up automatic payment collection

    <Warning>
      Complete Stripe connection before launching forms or quotes.
    </Warning>
  </Accordion>

  <Accordion icon="map-pin" title="Location Management">
    Configure your service locations:

    * Set primary headquarters
    * Define resource storage locations
    * Enable accurate timeline calculations
    * Manage multiple service areas

    <Tip>
      Set your location to where your resources are stored to ensure accurate drive time calculations.
    </Tip>
  </Accordion>
</AccordionGroup>

## Timeline Defaults

<AccordionGroup>
  <Accordion icon="clock" title="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
  </Accordion>
</AccordionGroup>

## Notification Preferences

<AccordionGroup>
  <Accordion icon="bell" title="Alert Settings">
    Customize email notifications for: - New bookings - Payment receipts - Lead
    submissions
    <Info>Each user can manage their own alert preferences independently.</Info>
  </Accordion>
</AccordionGroup>

## Task Templates

<AccordionGroup>
  <Accordion icon="list-check" title="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

    <Tip>
      Use Markdown for task formatting: `[Link Text](URL)` for hyperlinks
    </Tip>
  </Accordion>
</AccordionGroup>

## Quote Settings

<AccordionGroup>
  <Accordion icon="file-invoice" title="Quote Defaults">
    Configure default settings for: - Quote expiration dates - Hero messages -
    Hero images - Service area radius

    <Note>
      Use hero messages to showcase your gallery or menu links for better
      conversion.
    </Note>
  </Accordion>

  <Accordion icon="sparkles" title="Quote Template">
    Configure your 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

    **[Configure quote template →](/leads/quote-view)**
  </Accordion>
</AccordionGroup>

## Add-on Management

<AccordionGroup>
  <Accordion icon="plus" title="Add-on Configuration">
    Create and manage add-ons with: - Unique IDs for automation - Multiple
    pricing options: - Per unit - Flat price - Hourly rate - Resource-based
  </Accordion>
</AccordionGroup>

## Service Charges

<AccordionGroup>
  <Accordion icon="receipt" title="Service Charge Configuration">
    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 →](/settings/service-charges)**
  </Accordion>
</AccordionGroup>

## Branding

<AccordionGroup>
  <Accordion icon="palette" title="Brand Settings">
    Customize your brand appearance: - Upload company logo - Set brand colors -
    Configure form appearance - Customize client-facing elements

    <Warning>
      Complete branding setup early to ensure consistent brand presence across
      all forms and documents.
    </Warning>
  </Accordion>
</AccordionGroup>

## Plan Management

<AccordionGroup>
  <Accordion icon="stars" title="Subscription Options">
    Available plans:

    * Free tier
    * Starter plan
    * Pro plan

    Pro tier features include:

    * QuickBooks integration
    * Automatic invoice/payment sync
    * API access for automations
  </Accordion>

  <Accordion icon="plug" title="Integrations">
    Pro tier integrations:

    * QuickBooks connection
    * API access key generation
    * Zapier automation support
    * Additional platform connections
  </Accordion>
</AccordionGroup>

## 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)

## Next Steps

After configuring settings:

* [Set up forms](/forms)
* [Configure integrations](/integrations)
* Review automation options
* Test client-facing elements