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Business Settings

Configure company profiles, billing, team, sales tax, document defaults, and integrations.

Published · 6 min read

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Overview

Business Settings is the control center for your Dirt Face account — company branding, subscription, team access, tax rules, quote defaults, and third-party integrations.

Where in the app: Sidebar → Business Settings
Open: Business Settings

Some tabs require owner or specific permissions. Multi-location accounts configure many settings per company profile (location).


Tabs

TabURLWho can accessGuide
Company Info?tab=organizationEveryoneCompany Info
Account & Billing?tab=billingOwner or billing permissionBilling
Manage Team?tab=teamOwner or user management (when subusers enabled)Team members
Sales Tax?tab=taxEveryoneSales Tax
Default Values?tab=defaultsEveryoneDefault Settings
Integrations & Addons?tab=integrationsEveryoneIntegrations

Default Values subtabs

Open Default Values and pick a section from the left sidebar (or mobile dropdown):

SubtabGuide
Default SettingsQuote defaults
Terms and ConditionsTerms
Cover LetterCover letter
Invoice Email TemplateInvoice email
Quote Email TemplateQuote email
Document NumbersDocument numbers
Pre-Job ChecklistPre-job checklist
Quote WorkflowQuote workflow
Payment TermsPayment terms
CostingCosting
PreferencesPreferences

Use ?tab=defaults&subtab=paymentTerms (camelCase) to deep-link a subtab.


Manage Team subtabs

SubtabURLGuide
Team Members?tab=team (default)Team members
Crews?tab=team&subTab=crewsCrews

Integrations

Each integration has its own subtab under Integrations & Addons. Availability depends on your plan and feature flags.

See Integrations overview for the full list and plan gates.


Multi-location note

When Multi-Location is active, switch profiles from the header badge. Company Info, Sales Tax, Default Values, Contact Form, Lead Generator, FortisPay, and Text Messages are per profile. Billing, team seats, and inventory activation are account-wide.


Legacy URLs

Old linkRedirects to
?tab=profilesIntegrations → Multi-Location
?tab=preferencesDefault Values → Preferences