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, Lead Capture panel, plan & usage summary, reset, danger zone), Brand Kit (your shop's logos and sponsor/partner badges for the Studio), Locations (your sites), and Public Pricing (your self-reported Directory price bands).
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, quote follow-ups, dead-quote win-back, quiet hours, scheduled emails, and the notification log).
Integrations & Billing — Accounting & Billing (QuickBooks/Xero sync plus your subscription/plan), a single combined section.

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

Open Settings from the Settings item in the sidebar footer (the gear). 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. A Lead Capture panel on this screen surfaces your public quote-request link so customers can submit inquiries straight into your pipeline. 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.

Brand Kit Your shop's logos and sponsor/partner badges — real transparent assets you can drop straight onto designs in the Studio instead of letting the AI guess at them. Upload and manage them here once; they're then available across Studio.

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.

Public Pricing Set a min/max price range per service (Wraps, PPF, Tint, Signs, Lettering, and more) and a single Show your pricing publicly toggle — off by default. Turned on, your ranges show as a "from $X" badge on your Directory listing and feed the city-wide typical-price copy once 3+ shops in your city have opted in.

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 five automation controls and a log of notifications sent:

Job Notifications — email a customer automatically when their job hits its final stage.
Quote follow-ups — nudge a customer who hasn't opened or approved a sent quote (off by default).
Dead-quote win-back — re-engage a quote that's gone quiet for 30+ days or expired (off by default).
Quiet hours — a daily window, in your shop's local time, that holds every automated send until it ends (off by default; needs a timezone set in Shop Settings first).
Scheduled emails — everything queued by send-later or by quiet hours, each with a Cancel button.

See Inbox for the full send-later/quiet-hours picture and Quotes / Autopilots for what follow-ups and win-back actually send.

Accounting & Billing One combined section: connect QuickBooks or Xero (Invoicing & billing) and manage your subscription/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.

Control automated customer messages

Turn quote follow-ups and dead-quote win-back on or off — both ship off, so a new shop sends neither until you opt in.
Turn on quiet hours and set a start/end time in your shop's local time; requires a timezone set on your business profile first.
Cancel anything queued (your own send-later picks, or anything quiet hours deferred) from Scheduled emails.

Publish your own pricing

Set per-service price ranges and toggle Show your pricing publicly — off by default — to display a "from $X" badge on your Directory listing.

Step-by-step tasks

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.
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.
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.
Edit your workflow stages
1. Open Settings → Workflow and rename, reorder, or adjust stages.
2. These become the columns on your Jobs board.
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.)
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.
Turn on quote follow-ups, win-back, or quiet hours
1. Open Settings → Email & Notifications.
2. Flip Quote follow-ups and/or Dead-quote win-back on — both are off until you do.
3. For Quiet hours, make sure your timezone is set in Shop Settings → Business Info first, then toggle it on and set a start/end time.
4. See Quotes and Autopilots for exactly what each automation sends.
Publish self-reported price bands
1. Open Settings → Public Pricing.
2. Enter a min/max range for each service you want to publish.
3. Toggle Show your pricing publicly on — it's off by default.

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.

Opt-in automations and public pricing are off until you flip them Quote follow-ups, dead-quote win-back, and quiet hours all ship off; price bands' Show your pricing publicly ships off too. A brand-new shop sends none of the follow-up/win-back emails and publishes no price badge until a Manager turns each one on here.

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.
Quiet hours won't turn on without a timezone. If the toggle won't stick, set your timezone in Shop Settings → Business Info first — Wraptor blocks the switch rather than running quiet hours against the wrong clock.
Price bands are your own numbers, not a market estimate. Wraptor doesn't calculate or verify what you enter in Public Pricing — see Directory for how it's shown to customers.

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.
Quotes / Autopilots — quote follow-ups and dead-quote win-back, toggled here.
Inbox — your shop email setup, forwarding, and the full quiet-hours/send-later picture.
Directory — where your Public Pricing price bands show up publicly.
Invoicing & billing — the Accounting (QuickBooks/Xero) connection.
Workflow map · Personas