Settings & Configuration

Customizing Service Envoy for your business

Configure Service Envoy to match your business needs. Settings live under the Admin menu. Which items appear there depends on your role and your plan, and what each role can change is set by your Owner in User Management → Role Permissions.

Key Settings Areas

• My Account - Account level settings and link to billing

• Notification Settings - Where system notifications are sent, and whether office emails go to that address, to each office user, or both (see Configuring Notifications & Dispatch Email)

• Lookup Table Management - See the values in each dropdown list. On the paid plans, add your own values to lists marked Customizable (see Customizing Dropdown Lists)

• Payroll Settings - Set your Pay Frequency and Last Pay Period End Date; Service Envoy works out every past and future pay period from those two

• User Management - Add, edit, and manage user accounts

Subscription & Add-ons

Manage your subscription from Admin → Subscription & Plan (also linked from My Account). The Owner can do this by default; anyone the Owner gives the Manage Subscription & Plan permission in Role Permissions can too. Changing the card on file and closing the account stay with the Owner unless those permissions are given as well.

• View your current plan

• Upgrade or downgrade plans

• Add or remove add-ons (like Payroll)

• View billing history

If a subscription payment fails, see When a Subscription Payment Fails.

Data Import

Bring records in from a spreadsheet with Admin → Import / Export Data, which opens the Imports page. You can import:

• Clients

• Contacts

• Addresses

• Customer Book — clients with their primary contact and primary address, all on one sheet

• Resources — employees, vendors and 1099 techs

• Websites / Vendor Accounts

The page walks you through five steps — Pick, Upload, Map (match your columns to Service Envoy's fields), Preview and Commit — so you can check for problems before anything is saved.