Settings & Configuration

Shape Service Opus around the way your business actually works so the platform supports your process instead of forcing a generic one.

Every trades business has its own pricing logic, approval rules, branding, accounting defaults, team structure, and operational language. Settings are where Service Opus becomes your system rather than just a standard product. The stronger the setup, the more reliable your downstream workflows become.

Business Needs It Solves

• Make the platform fit your company: Terminology, defaults, numbering, branding, and permissions should reflect how your team already works.
• Control access and responsibility: Different users need different permissions, approval rights, and operational visibility.
• Reduce avoidable errors: Good defaults for accounting, communications, scheduling, collections, and templates prevent repeated manual mistakes.
• Create a scalable foundation: Growth is easier when rules, policies, and reusable settings live in the system instead of in tribal knowledge.

How Service Opus Helps

• User, role, and permission setup: Control who can view, edit, approve, or administer different parts of the platform.
• Company branding and numbering: Configure logos, numbering behavior, and customer-facing presentation defaults so output looks consistent.
• Accounting and billing defaults: Manage taxes, GL accounts, mappings, payment terms, payment methods, and related financial setup.
• Operational settings: Configure service types, scheduling preferences, booking behavior, onboarding templates, workforce settings, and related system data.
• Collections and automation rules: Define dunning behavior, reminder cadence, and workflow-related policies for overdue invoices or operational follow-up.
• Template and system maintenance: Maintain the reusable assets and control points that keep output consistent across the business.

Why Settings Matter More Than They Look

Settings are not just an admin checklist. They are where process quality gets baked into the platform. Strong setup reduces rework, supports better security, makes automation more trustworthy, and helps every team see the same operational reality.