WRAPTORHelp & Docs

Settings — configure your shop once, run it everywhere

Who it's for

Settings is for the owner or manager who sets up the shop and tunes how Wraptor behaves: your business details and logo, your brand color, your locations, the stages a job moves through, your install bays, your pricing rate card, and how email and billing work. By default only the Manager role can open it — it's the one screen where a change ripples across the whole app.

Where it fits

Settings is the back office of your shop. You'll set most of it up once during onboarding, then return when something structural changes — you open a second location, rename a workflow stage, raise your labor rate, swap your logo. It's the source of truth for a lot of what the rest of Wraptor shows: your accent color themes every screen, your workflow stages define the job board columns, your rate card feeds quotes, and your locations show up on the calendar and jobs. See workflow-map.md for the lifecycle and personas.md for the standard roles.

Overview

Settings is one page with a grouped sidebar, not a set of separate screens — you click a section on the left and the panel swaps in place. The sections are organized into four groups:

  • General — Shop Settings (business profile, logo, appearance/accent color, plan & usage summary, reset, danger zone) and Locations (your sites).
  • Production — Workflow (the stages jobs move through), Bays & Equipment (install bays and printers), and Checklists (reusable task templates).
  • Communications — Email & Notifications (your shop email setup and notification log).
  • Integrations & Billing — Accounting (QuickBooks/Xero sync) and Subscription (your plan).

A key idea: Settings both owns things and hosts things. Your shop profile, locations, install bays, and pricing rate card live here. But several panels are really other modules shown in one convenient place — Workflow belongs to Jobs, Email to Inbox, Accounting and Subscription to Invoicing & billing and Plans. They're gathered here so you configure everything from one screen.

Screens & navigation

Open Settings from the settings cog (or the Business nav group). The page opens on Shop Settings with the sidebar groups down the left (horizontal tabs on mobile).

Shop Settings Your business profile (name, contact, address, phone, email, website, hours, timezone, tax ID and tax rate), your social/review links, and Appearance — light/dark theme and your accent color (pick a preset or a custom hex; it themes the whole app). Upload or remove your logo here. Below that, a plan & usage summary shows your plan, active team count, AI credits used, and storage used. At the bottom: Reset to Defaults and a Danger Zone.

Locations Add and edit your shop sites. One is the default location. Multi-location is a paid feature, so you may be told you've hit your plan's location limit when adding another.

Workflow Edit the stages a job moves through (the columns on the Jobs board). Covered in depth in Jobs.

Bays & Equipment Your install bays (used by the Calendar to schedule and warn about double-booking) and your printers (Equipment/Inventory).

Checklists Reusable opening/production/closing task templates, shared with Ops and Jobs.

Email & Notifications Your shop's email mode and forwarding, plus a log of notifications sent. See Inbox.

Accounting & Subscription Connect QuickBooks or Xero (Invoicing & billing) and manage your plan (Plans).

Capabilities

Set up your shop identity

  • Edit business profile, tax rate, hours, timezone, and social/review links.
  • Upload a logo (PNG/JPG/HEIC, up to 2 MB) or remove it.
  • Pick a theme and an accent color that themes the whole app.

Run multiple sites

  • Add locations, set the default, and assign staff to sites (plan-limited).

Define how jobs flow

  • Edit the workflow stages that become your job-board columns.
  • Set up install bays so the calendar can schedule and flag double-bookings.
  • Build reusable checklist templates.

Tune money and integrations

  • Maintain your material and labor rate card that feeds quotes.
  • Connect accounting (QuickBooks/Xero) and manage your subscription.

See your plan at a glance

  • Plan label, active team count, AI credits used, and storage used.

Step-by-step tasks

  1. Update your business profile and logo

    1. Open Settings → Shop Settings.
    2. Edit your name, address, contact, hours, timezone, and tax rate; save.
    3. Under Appearance, upload your logo and pick your accent color.
    4. Note: renaming your shop also updates the display name on your Wraptor email inbox.

  2. Change your accent color / theme

    1. In Shop Settings → Appearance, toggle light/dark and choose an accent preset or custom hex.
    2. The color applies across the app immediately.

  3. Add a second location

    1. Open Settings → Locations and add the site's name and address.
    2. If you're on a plan without multi-location, you'll be prompted to upgrade.
    3. Assign staff to the location so it shows up for them on jobs and the calendar.

  4. Edit your workflow stages

    1. Open Settings → Workflow and rename, reorder, or adjust stages.
    2. These become the columns on your Jobs board.

  5. Maintain your pricing rate card

    1. Open the material/labor rate card panel and edit prices or add materials.
    2. These rates feed Quotes. (First-time shops can seed sensible defaults.)

  6. Reset appearance and workflow to defaults

    1. In Shop Settings, use Reset to Defaults and confirm.
    2. This resets your accent color and tax rate and recreates the default 11 workflow stages — any custom stages are lost. Your jobs and customers are not touched.

Settings & permissions

Who can use it Settings is gated by the Settings permission, which by default only the Manager role holds. Designers, Production, and Installers can't open it. If you want someone else to configure the shop, give them a role that includes the Settings permission — but be careful, since that's a lot of control.

Plan limits Adding locations counts against your plan and is blocked when you hit the cap — upgrade or remove a site. The usage summary on the Shop section shows your AI-credit and storage use against your plan.

Tips & common pitfalls

  • Reset to Defaults is narrow but destructive. It only changes appearance and rebuilds your workflow stages — it does not delete jobs, customers, or invoices. But any custom workflow stages you made are wiped, so reset deliberately.
  • Deleting account isn't self-serve yet. The Danger Zone's delete button currently tells you to email support@wraptor.io — there's no one-click account deletion.
  • You can't delete a location that's in use. The default location is protected, and a location with active (not-yet-finished) jobs can't be removed — move or complete those jobs first.
  • Renaming the shop renames your email inbox. Changing your shop name updates the display name on your Wraptor email, so customers will see the new name.
  • Settings changes are live. Accent color, toggles, workflow stages, and rate-card edits take effect right away across the app.
  • Material tracking is a toggle. Turning it off hides material capture on jobs and quotes; turn it back on to resume estimating and deducting stock.
  • Onboarding — your shop is first set up here; the "Setup Incomplete" banner links back to it.
  • Plans — your subscription, seat and location limits, and what each tier unlocks.
  • Team — the other Manager-only setup screen; staff and roles.
  • Jobs — workflow stages set here become your board columns; the material-tracking toggle lives here.
  • Calendar — install bays configured here power scheduling.
  • Quotes / Inventory — your material and labor rate card.
  • Inbox — your shop email setup and forwarding.
  • Invoicing & billing — the Accounting (QuickBooks/Xero) connection.
  • Workflow map · Personas