Settings is where you configure the things that apply to your whole PSS account rather than to one client, route or invoice: your company profile and regional defaults, the integrations you connect (QuickBooks Online, WhatsApp Business, the Client Portal, the Public API), the wording of the messages PSS sends to your clients, the tags you use to categorize work, and the readings, dosages and checklist items your technicians see on every visit.
To open it, click Settings at the bottom of the left navigation bar. The Settings page has its own vertical menu on the left; each entry opens a panel on the right.
The entries, in the order they appear:
- Preferences — company profile, time zone, locale, currency, units and a few account-wide switches (13.2).
- Export & Import Data — CSV exports and bulk imports (13.3; covered in depth in Section 18).
- QuickBooks Online — the QBO connection and sync rules (13.4; covered in depth in Section 4).
- WhatsApp Business — connect your WhatsApp Business number and manage its message templates (13.5).
- Tags — built-in and custom tags (13.6).
- Messages — the emails, text messages and WhatsApp messages sent for service route visits, plus tech comment templates (13.7).
- Client Reviews — the one-tap rating your clients are asked for, and what they see after answering (13.8).
- Company List — every company your login belongs to, and where you create another one (13.9).
- Client Portal — the client-facing portal add-on (13.10; covered in depth in Section 21).
- API Keys — keys for the Public API add-on (13.11; covered in depth in Section 20). Shown only while the add-on is on sale.
- Visit Tasks & Costs — the readings, dosages and checklist items on visits, organized into views (13.12).
Note: Settings is available to the Admin, Manager, Company Admin and Company Manager roles. Export & Import Data is the exception: it is greyed out for anyone without the Admin role, with the tooltip Admin role required to perform this action.
Several settings that live elsewhere in PSS are easy to look for here by mistake:
- Invoice defaults, invoice messages and the invoice reply-to address are on Invoices → Configure (Section 6).
- Job messages (quote, reminder and job-completed emails/texts) and other job defaults are on Jobs & Quotes → Configure (Section 3).
- Service route defaults are behind the gear on the Routes page (Section 2).
- Your personal notification preferences are under Notifications (Section 9).
- Your plan, card and billing history are under Subscription & Billing in the top-left profile menu (Section 5).