Settings
Here's what's happening in your shop today.
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Your profile
Your name appears on job cards and notes. Set your shop’s display name for the app header and switcher.
For a different name on PDF invoices, use .
Profile color
Pick a color for your initials on job cards, messages, and the header.
Shop & billing
Default sales tax for new invoice lines. Open a job invoice after saving to refresh totals.
Parts search (PartsTech)
Connect your PartsTech account so the team can search local supplier inventory from the Parts tab. Only the shop owner can connect or disconnect.
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Need partner API docs for live (non-demo) search? See PARTSTECH-SETUP.md.
Subscription
ShopHand platform billing for this shop. Plans and checkout are on the home page. Technicians cannot change this.
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Opens Stripe’s secure billing portal where you can cancel, update your card, or view invoices.
Invoices & letterhead
These details appear on PDF invoices your customers download. Set the sales tax rate under .
Company pricing
Build your shop’s standard services and prices. When you add invoice lines on a job, typing a name suggests matches and fills type and price — past invoices are not changed when you edit this list.
Price catalog is not available yet. Run migration-company-price-catalog.sql (SETUP step 35) in Supabase.
Your price list
No items yet. Add your common services above.
| Type | Service name | Price | Quick find | Actions |
|---|
Service list
Build your shop’s intake checklist — the services you check off when a customer comes in. Prices are set later on invoices; this list is not your price book.
Service list is not available yet. Run migration-company-service-list.sql (SETUP step 45) in Supabase.
Your service list
No services yet. Add lines above or paste your full list.
| Service name | Actions |
|---|
Sectors
Split your shop into separate dashboard views (for example Mechanic and Engine Machining). Rename General to your first sector, then add another. Existing jobs stay on the sector they belong to.
Sectors are not available yet. Run migration-company-sectors.sql (SETUP step 43) in Supabase.
Team
Invite technicians with a single-use link (link usable for 7 days). Only the owner of the subscription can change settings. Each coworker needs their own login, then opens the link on Join a shop.