Settings

Open Settings from the gear in the app. The settings sidebar is grouped into four sections.

Business management

Item	What it controls
Company Settings	Name, ABN, address, timezone
Business Profile	Customer-facing about text
Brand Assets	Logo and colours for quotes and invoices
Document Settings	Numbering and document defaults
Quote Acceptance	Deposits and e-signatures when those features are on
Products & Services	Your catalog
Import/Export	Bulk contact and property data
Automations	Automation rules
Payments	How you take payment

Team organisation

Item	What it controls
Manage Team	Invite and edit users
Roles & Permissions	System and custom roles
Work Settings	Hours and visit defaults
Schedule	Calendar behaviour
Service Areas	Zones
Checklists	Templates
Equipment	Equipment reminder settings

Invite people from Settings → Manage Team, not a separate Team Members page.

Client communication

Item	What it controls
Client Portal	Portal branding and access
Templates	Email and SMS templates
Campaigns	Campaign defaults
SMS Settings	YardPilot SMS, when Twilio is enabled

Connected apps

Item	What it controls
API Keys	Integration keys
Payment Integrations	Stripe and Square
Accounting (Xero)	Xero connection
Google Calendar	Calendar sync, when the feature is on
Google Reviews	Review link and sync

Accounting in Settings is Xero. The onboarding checklist may mention MYOB or QuickBooks in the step text. Those products are not a live YardPilot integration. Connecting Xero completes the accounting step.

Related

• Dark mode
• Document numbering
• Invoice settings
• Plan features