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The Business Settings section is the central configuration area for your Estizee account. This is where you define how the system behaves for your business across pricing, scheduling, notifications, team access, and operational rules. Most settings are configured once during onboarding and adjusted over time as your business evolves.

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What Is Managed in Business Settings

Business Settings allow you to control how Service Mate operates behind the scenes. These configurations directly affect how new quotes, jobs, invoices, and schedules are created. From this section, you manage:
  • Service pricing logic and rate structures
  • Availability, scheduling, and calendar behavior
  • Customer notifications and messaging rules
  • Team roles, permissions, and access levels
  • Business-level operational preferences
Changes made here apply only to future activity and do not modify existing quotes, jobs, or invoices.

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Settings Structure

Each settings page is intentionally focused on a single responsibility. This keeps configuration simple, predictable, and easy to maintain. Below is a high-level overview of the available settings categories.

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Base Rates & Goals

Define the financial foundation of your pricing engine. Includes:
  • Default hourly rate
  • Revenue goals (daily, weekly, monthly)
  • Fallback pricing logic for admin-managed quotes

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Residential Pricing Settings

Control how residential services are priced and calculated. Includes:
  • Square footage pricing
  • Minimum service charges
  • Multipliers and service add-ons
  • First-time, deep cleaning, and specialty options

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Commercial Pricing Settings

Configure pricing rules for commercial and multi-unit properties. Includes:
  • Per-window, per-pane, or square footage pricing
  • Frequency-based discounts
  • Custom surcharges for access, height, or complexity

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Pressure Washing Rates

Set pricing rules for pressure washing services. Includes:
  • Surface-based or square footage pricing
  • Flat-rate options
  • Heavy soil or stain surcharges
  • Minimum service thresholds

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Notifications & Messaging

Manage how and when customers are contacted. Includes:
  • SMS notifications (quotes, confirmations, reminders)
  • Email notifications (quotes, invoices, receipts)
  • SMS consent and compliance settings

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Calendar Settings

Define how scheduling behaves across your business. Includes:
  • Business hours and working days
  • Buffer time between jobs
  • Default job duration assumptions

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Team Management

Control user access and permissions. Includes:
  • Team member creation
  • Role-based access (Admin, Manager, Technician)
  • Job assignment capabilities

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Coupons & Discounts

Create and manage promotional pricing rules. Includes:
  • Percentage or flat-rate discounts
  • One-time or recurring promotions
  • Expiration and usage limits
For best results, configure Business Settings in the following order:
  1. Business Information
  2. Base Rates & Goals
  3. Residential and Commercial Pricing
  4. Notifications and Calendar Settings
  5. Team Management
  6. Coupons and Discounts (optional)
Once completed, your system is fully configured and ready for daily operations.