Default Settings

Factory defaults on a fresh install before you change anything. Each row is setting name — default value — where to change it. Open this article from Dashboard → Help (search). Settings → Help & feedback is support email only—not where you change these values. See Settings quick reference and Recommended setup order for setup order.

Business profile — Settings → Profile
• Business name — Empty (you enter it) — Settings → Profile → Edit
• Owner / contact name — Empty — Settings → Profile → Edit
• Phone — Empty — Settings → Profile → Edit
• Email — Empty — Settings → Profile → Edit
• Street address — Empty — Settings → Profile → Edit
• Apt / suite / unit — Empty — Settings → Profile → Edit
• City — Empty — Settings → Profile → Edit
• State — Empty — Settings → Profile → Edit
• ZIP — Empty — Settings → Profile → Edit
• Website — Empty — Settings → Profile → Edit
• Show website on quotes/invoices — On (when website is filled in) — Settings → Profile → Edit
• Logo file — None — Settings → Profile → Edit
• Show logo on documents — On — Settings → Profile → Edit
• Show business name on documents — On — Settings → Profile → Edit
• Show owner name on documents — On — Settings → Profile → Edit
• Tax ID — Empty; show on documents Off — Settings → Profile → Edit → Legal
• License number — Empty; show on documents Off — Settings → Profile → Edit → Legal
• Certifications — Empty; show on documents Off — Settings → Profile → Edit → Legal
• Insurance info — Empty; show on documents Off — Settings → Profile → Edit → Legal
• Copy me on customer texts and emails (BCC) — Off — Settings → Profile → Edit
• Master password — Not set until you create one — Settings → Profile → Security

Quote & invoice options — Settings → Quote & Invoice Options
• Hosted quote and invoice links in email — Off (PDF attach only) — Settings → Quote & Invoice Options → Quote & invoice documents
• Show sales tax line on documents — On — Settings → Quote & Invoice Options → Quote & invoice documents
• Show quote validity / expiry on documents — On — Settings → Quote & Invoice Options → Quote & invoice documents
• Quote document fine print — Empty — Settings → Quote & Invoice Options → Quote & invoice documents
• Invoice / receipt document fine print — Empty — Settings → Quote & Invoice Options → Quote & invoice documents
• Venmo handle — Empty; show on invoice Off — Settings → Quote & Invoice Options → Payment methods
• Zelle handle — Empty; show on invoice Off — Settings → Quote & Invoice Options → Payment methods
• Cash App handle — Empty; show on invoice Off — Settings → Quote & Invoice Options → Payment methods
• PayPal handle — Empty; show on invoice Off — Settings → Quote & Invoice Options → Payment methods
• Cash accepted (on invoice) — Off — Settings → Quote & Invoice Options → Payment methods
• Check accepted (on invoice) — Off — Settings → Quote & Invoice Options → Payment methods
• Additional payment processor line — Empty; show on invoice Off — Settings → Quote & Invoice Options → Additional payment methods
• Additional payment detail line — Empty; show on invoice Off — Settings → Quote & Invoice Options → Additional payment methods
• Quote validity (days from quote date) — 30 days — Settings → Quote & Invoice Options → Quotes & automation
• Follow-up reminder (sent quotes) — 7 days — Settings → Quote & Invoice Options → Quotes & automation
• Draft quote reminder — 14 days — Settings → Quote & Invoice Options → Quotes & automation

Scheduling — Settings → Scheduling
• Work week — Monday–Friday — Settings → Scheduling → Work week
• Working day start — 8:00 AM — Settings → Scheduling → Start time
• Working day end — 5:00 PM — Settings → Scheduling → End time
• Blocked dates (vacation, etc.) — None — Settings → Scheduling → Blocked dates
• Default job duration — 2 hours (120 min) — Settings → Scheduling → Operations
• Default trip time (each way) — 15 minutes — Settings → Scheduling → Operations
• Interim buffer between jobs — 30 minutes — Settings → Scheduling → Operations
• Prep time (alarm lead-in) — 15 minutes — Settings → Scheduling → Operations
• Job arrival reminder (before start) — 2 hours (120 min) — Settings → Scheduling → Operations
• Add scheduled jobs to device calendar — Off — Settings → Scheduling → Device calendar
• Calendar phrases that don't block slots — mounjaro, trash — Settings → Scheduling → Calendar phrases
• Assisted action bar (Today / quote shortcuts) — On — Settings → Scheduling (bottom)

Regional — Settings → Locale & formats
• Calendar week starts on — Sunday — Settings → Locale & formats → Week start
• Currency — USD — Settings → Locale & formats → Currency
• Date format — MM/DD/YYYY (US) — Settings → Locale & formats → Date format
• Cash rounding on screen and PDF — Exact cents (not nickel) — Settings → Tax & pricing (Basic) or Finance (Pro/Premier)
• Default quote pricing (tax in price vs added) — Tax added at end (prices exclude tax) — Settings → Tax & pricing (Basic) or Finance (Pro/Premier)

Appearance — Settings → Appearance
• Theme — Light — Settings → Appearance → Theme
• Dark theme brand blue brightness — 75% (Dark theme only) — Settings → Appearance → Blue brightness slider
• Text size — Large — Settings → Appearance → Text size
• Time display — 12-hour (e.g. 2:30 PM) — Settings → Appearance → Time display

Finance — Settings → Finance *(some items Pro+; Basic uses Tax & pricing)*
• Default sales tax rate — 8.25% — Settings → Finance or Tax & pricing
• Federal tax reserve (set-aside %) — 30% — Settings → Finance
• Special discount (senior / military / etc.) — 10% — Settings → Finance → Discounts
• Default payment terms (new quotes) — Due on completion — Settings → Finance → Payment terms
• Default down payment — 0% — Settings → Finance → Payment terms
• Mileage rate — $0.70 / mile — Settings → Finance or Tax & pricing
• Mileage tracking mode — Manual (dashboard button) — Settings → Finance or Tax & pricing → Mileage tracking
• Vehicle Bluetooth — None — same (Automatic mode only)
• Schedule buffer (minutes) — 60 — same

Data & backups — Settings → Secure / Data & backups
• Privacy masking keywords (finance views) — Empty (you add your own) — Settings → Secure / Data & backups → Privacy
• Backup reminder (days without a backup) — 7 days — Settings → Secure / Data & backups → Backup reminder
• QuickBooks / accountant export UI — On *(Off on Basic-only builds)* — Settings → Secure / Data & backups → QuickBooks exports
• Save-for-accountant ZIP format default — Not set (app picks at export until you choose) — Data manager → Save for accountant
• Portable backup folder — Not set — Data manager
• Google Drive backup — Off until connected — Settings → Cloud backup / Data manager
• Cloud backup schedule frequency — Daily *(UI default until you change it)* — Settings → Cloud backup
• QuickBooks bank account name (export) — Checking — Data manager → Accountant data
• QuickBooks income account name (export) — Income — Data manager → Accountant data
• QuickBooks A/R account name (export) — Accounts Receivable — Data manager → Accountant data
• QuickBooks sales tax payable account (export) — Sales Tax Payable — Data manager → Accountant data

Clients & quotes list *(not in Settings hub)*
• Show archive and empty quotes — Off — Clients or Quotes list → toggle at top

Security *(applied at first run)*
• Backup/restore requires master password — On — Set when you create master password (Settings → Profile → Security)
• Vault encrypted at rest — On — Same
• Master password lock — On — Same

Built-in behavior *(no Settings toggle)*
• First job / quote / invoice number — 100 — Not configurable
• Customer appointment reminder (Today) — 1 day before visit — Not configurable
• Hosted link retention on nivo78.com (when enabled) — 30 days — Not configurable
• New client: show address on quotes — On — Per client when editing client
• New client: show phone on quotes — On — Per client when editing client
• New client: show email on quotes — On — Per client when editing client
• Quote email delivery — PDF attachment; first send includes reply-to-approve — Quote editor → Send
• Share PDF — Clean PDF (no approval footer) — Quote editor → Share

Plan & previews — Settings
• Show locked Pro / Premier dashboard previews — On — Settings → Plan previews
• Active subscription plan — Basic (free); paid checkout not enabled in v1 — Settings → Plan & subscription *(upgrade when available)*