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Integrations

Settings → Integrations lists the connections available to this workspace. A card that is not on the page is not turned on for your country or plan.

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Xero

Available on Growth and Pro. Open Xero and Connect Xero. Status stays Needs mapping until you save both Sales invoices and Payments received. Sync starts after both are saved. Sending a document is Send to Xero on that estimate or invoice. The full setup is in Connect Xero.

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Developer API

Developer API is for organization admins. Keys are read-only: list and get for the scopes you tick (customers, jobs, invoices, estimates). The full secret is shown once when you create the key. New keys expire after 90 days unless you set another date. Revoke a key if it might be compromised.

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Electronic invoicing

Electronic invoicing shows when that reporting is available for your country. It needs a legal entity on the company. Status moves through not configured, agreement pending, awaiting approval, action needed, and active. Unsupported means that rail is not available for this workspace. What the card is called in your country is in Rules for your country.

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Audit log

Settings → Audit log shows who changed customers, schedules, contacts, and other records, including when an estimate was sent. You need permission to view it. Filter by the last 7, 30, or 90 days, by record type, by action, and by team member. Export CSV downloads that range. Open an event to see field changes (from and to). The log does not undo the change.