Settings
Manage users, integrations, and system settings
User Management
All Users
Integrations
Xero Accounting
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Project Cost Tracking
Pick the Xero tracking category that represents projects (e.g. "Project", "Site"). The Hub automatically adds a matching option whenever a new project is created, and the Budget-vs-Actual card on each project page uses it to aggregate bills tagged to that project.
Ensure every active project has a matching tracking option in Xero. Safe to re-run — idempotent.
More Integrations
Additional integrations coming soon
Notification Settings
Email Notifications
Receives morning sign-in alerts and site notifications
Receives new lead notifications, PQQ submissions, and CRM system alerts
Notification Routing
Configure who receives each type of automated notification. Any type you leave unchanged will use its built-in default route.
No routing overrides found. You can seed the routing rules from your existing notification settings in one click — this preserves your current admin recipients and site alert address as per-type overrides.
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Site Alert Times
Check for missing site sign-ins
Daily summary and sign-out reminders
Automatically sign out workers who forgot
WhatsApp Notifications
Send alerts via WhatsApp Business API
Site Sign-in Alerts
Recipients
Enter UK mobile numbers in +44 format (e.g., +447803568302)
Trigger Options
Sites Filter
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Company Details
These details appear on QR posters, documents, and client communications.
Used in contracts and documents
Logo upload coming soon
Advanced Settings
Default Project Stages
Configure the stages shown on project timelines
Timesheet Cost Codes
Overhead activities for office and training time that aren't linked to a project (admin, bookkeeping, estimating, etc). Deactivate old codes rather than deleting — historical timesheets reference them.
CRM Pipeline Stages
Customise sales pipeline stages and order
Pipeline Preview
Expiry Warning Thresholds
Set when to show warnings for expiring documents and certifications
Global Defaults
Backup & Export Data
Download a backup of your data or export to other formats
Export Type
Select Collections
Export Format
Date Range
- Exports are generated and downloaded immediately
- Exported data includes sensitive information - handle securely
- Store exported files in a secure location
Schedule Templates
Define reusable phase templates for project schedules
All Templates
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Email Templates
Manage email templates for automated communications
Email Signature
This signature is appended to all templated emails
No signature configured
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Contract Template
Edit the contract template used for client agreements
Template Variables
Use {{variableName}} for dynamic
content. Payment schedules are automatically inserted based on the structure
selected during contract generation.
Contract Details
-
{{contractDate}}- Contract date -
{{projectId}}- Project reference -
{{contractSum}}- Total value -
{{paymentSchedule}}- Payment structure
Contractor Details
-
{{contractorAddress}}- Company address -
{{contractorRegistration}}- Reg number -
{{contractorVAT}}- VAT number -
{{contractorEmail}}- Email -
{{contractorPhone}}- Phone -
{{publicLiabilityAmount}}- Insurance
Client Details
-
{{clientName}}- Client name -
{{clientAddress}}- Client address -
{{clientEmail}}- Client email -
{{clientPhone}}- Client phone
Works Details
-
{{siteAddress}}- Site address -
{{worksDescription}}- Works description -
{{estimateReference}}- Estimate ref -
{{commencementDate}}- Start date -
{{completionDate}}- End date
Signatures
-
{{contractorSignature}}- Admin signature -
{{contractorSignatoryName}}- Signatory -
{{contractorSignedDate}}- Admin signed -
{{clientSignature}}- Client signature -
{{clientSignedDate}}- Client signed
Contract Content
Proposal Settings
Branding, About Us content and templates for the Mode A proposal generator
Account-level proposal branding
These settings apply to every generated proposal PDF. You can edit per-quote content (scope of works, assumptions, etc.) when creating an estimate — this page is just for the account-wide brand + company bio that every proposal shares.
Branding
PNG or JPEG. Maximum 5MB. SVG is not supported because the generated proposal PDF cannot render SVG.
Click to upload or drag and drop
Used for headings, the total bar and links on proposals.
Used for body text and subtle accents on proposals.
About Us
Written in third person. Separate paragraphs with blank lines.
Current: 0 characters
Proposal Templates
Choose which template Mode A proposals use by default
Advanced template features (custom layouts, multiple templates, per-template next-steps wording) are coming soon. For now, all Mode A proposals use the Standard template with the branding you set above.
Portal Links
Quick access to all portals in the system
Client Portal
Access to client-facing features
Subcontractor Portal
Subcontractor access and PQQ
Site Portal
On-site worker access
Employee & LOSC Portal
Employee onboarding portal
Note: All portal links open in a new tab. Each portal requires appropriate credentials to access.
Site Visit Availability
Booking Window
How far ahead clients can see and book available slots
Slots within this window from now are hidden from clients
Calendars to Check
Select which Google Calendars block site visit availability. Unselected calendars (e.g. a shared family calendar) are ignored when generating available slots.
Available Days & Times
Enable days and set the working window. Slots are generated every hour within the window; the last slot starts at least 2 hours before the end time so the full visit fits.
Data Privacy
Respond to UK GDPR subject access requests (Article 15) and manage personal data held on record.
Subject Access Export
Generate a ZIP archive of every record Bramall Homes holds about one person. Hand the archive to them within 30 days of their request. Each export is logged for audit.
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Consent Log Backfill
Retroactively log every consent evidenced in existing records (signed contracts, accepted estimates, submitted PQQs, completed onboarding, lead form consents). Idempotent — safe to re-run. Dry-run first to see counts, then run live to write.
Retention Policy (Article 17)
Auto-anonymise personal data once retention periods expire. Statutory records (CDM H&S file, COSHH exposure, etc.) are preserved. Defaults follow UK law — only adjust if you have a documented reason.
Always start in dry run. Review the candidate list for at least one cycle before arming live mode.