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.
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.
Rough runtime
2:50
Scenes
7
Lesson
9.1 · Settings & integrations
File name
09-01 settings-tour.mp4
Before you record
- Settings open on Layouts.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Settings tour: every tab and what it controls | /settings | Title card, then the first screen of the lesson. | Let us map the Settings page so you never hunt for a switch again. |
| 1 | 0:2027s | Open Settings | /settings | Click "Settings" under Setup. | Settings is one page with eleven tabs. Let us name them. |
| 2 | 0:4727s | Document tabs | /settings?activeTab=layouts-report | Click Layouts, Templates and PDFs in turn. | The first three shape documents: layouts, templates and the PDF library. |
| 3 | 1:1427s | Money tabs | /settings?activeTab=product-list | Click Products & Pricing and Tax Settings. | Products & Pricing and Tax Settings are the money tabs. |
| 4 | 1:4127s | Behaviour tabs | /settings?activeTab=page-settings | Click Page Settings, Project Settings and Measurements. | Page, Project and Measurements settings change how documents and jobs behave. |
| 5 | 2:0827s | Communication tabs | /settings?activeTab=email-settings | Click Email Settings, Automations and Integrations. | Finally, how the app talks to the outside: email wording, automations, and integrations like RoofScope. |
| 6 | 2:3515s | Recap & next lesson | /settings?activeTab=email-settings | Hold on the finished result, then the end card. | Next: taxes. |
Narration, in order
0. Intro: Settings tour: every tab and what it controls
0:00 · 20sTitle card, then the first screen of the lesson.
Let us map the Settings page so you never hunt for a switch again.
1. Open Settings
0:20 · 27sClick "Settings" under Setup.
Settings is one page with eleven tabs. Let us name them.
Show before cutting: 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.
2. Document tabs
0:47 · 27sClick Layouts, Templates and PDFs in turn.
The first three shape documents: layouts, templates and the PDF library.
Show before cutting: Layouts list, Templates accordion, Files table with "New Folder" and "Upload File".
3. Money tabs
1:14 · 27sClick Products & Pricing and Tax Settings.
Products & Pricing and Tax Settings are the money tabs.
Show before cutting: Product List card with "More options" and "Manage Price Lists"; Tax Settings with "Add New Tax".
4. Behaviour tabs
1:41 · 27sClick Page Settings, Project Settings and Measurements.
Page, Project and Measurements settings change how documents and jobs behave.
Show before cutting: Title-page toggles; "Auto-generate project revenue on signed agreements"; measurement tokens.
5. Communication tabs
2:08 · 27sClick Email Settings, Automations and Integrations.
Finally, how the app talks to the outside: email wording, automations, and integrations like RoofScope.
Show before cutting: Email templates by event; automation rules; the RoofScope card.
6. Recap & next lesson
2:35 · 15sHold on the finished result, then the end card.
Next: taxes.
Related lessons
Taxes: required and optional rates
Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.
Settings & integrationsIntermediate5 min
Page Settings: what prints on title pages
Toggle whether the project email and phone number appear on report and order title pages.
Settings & integrationsBeginner2 min
Project Settings: automatic revenue on signed agreements
Understand the "Auto-generate project revenue on signed agreements" switch and when to turn it off.
Settings & integrationsBeginner2 min
Files: your shared PDF library
Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.
Settings & integrationsBeginner4 min
Email Settings: the emails the app sends on your behalf
Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.
Settings & integrationsIntermediate6 min
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