Workspace settings and places

The owner sets how problems work. Places keeps your list of locations tidy.

Open Settings. Everyone can see the settings, but only the owner can change them.

Workspace

  • Business name and Type of business. The type sets the privacy reminder on the report form.
  • Proof uploads: ask for a photo or file before a fix can be marked done.
  • Effectiveness verification: ask later whether the problem stayed fixed, before it can close.
  • Ask after: how long after a fix to verify it held. 7, 14, 30, 60 or 90 days. 14 is suggested.
  • Team members can sign off: by default only the owner signs off.
  • Quick close for minor problems: let minor problems close without Root cause.
  • Time zone: used for dates, due dates and reminders.
  • AI writing help: shows whether AI help is on.

Places

The Places tab lists every place people have typed in Where. If two names mean the same spot, like "front desk" and "front counter", the owner renames one to match the other and they join up on every problem.

Notifications and Plan

Each person can turn their own emails on or off under Notifications. Plan shows how long your free pilot has left and how many people you have.

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