Settings tour: every tab and what it controls

A map of the Account Settings page: Layouts, Templates, PDFs, Products & Pricing, Page Settings, Project Settings, Measurements, Tax Settings, Email Settings, Automations and Integrations.

Beginner 5 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings · Guide last checked 2026-10-03

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Preconditions

Settings open on Layouts.

Steps

1. Open SettingsDo: Click "Settings" under Setup.Expect: Heading "Account Settings" and a left menu: Layouts › Report, Templates › Reports, PDFs, Products & Pricing, Page Settings, Project Settings, Measurements, Tax Settings, Email Settings, Automations, Integrations.Actual:
2. Document tabsDo: Click Layouts, Templates and PDFs in turn.Expect: Layouts list, Templates accordion, Files table with "New Folder" and "Upload File".Actual:
3. Money tabsDo: Click Products & Pricing and Tax Settings.Expect: Product List card with "More options" and "Manage Price Lists"; Tax Settings with "Add New Tax".Actual:
4. Behaviour tabsDo: Click Page Settings, Project Settings and Measurements.Expect: Title-page toggles; "Auto-generate project revenue on signed agreements"; measurement tokens.Actual:
5. Communication tabsDo: Click Email Settings, Automations and Integrations.Expect: Email templates by event; automation rules; the RoofScope card.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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