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Lead sources

Settings → Lead sources is the list of where work comes from (website, referral, and so on). People pick one when they create or edit a customer or a job. Adding a source does not change old records until someone chooses it.

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Request forms

Settings → Request forms is covered question by question in Request forms: every field type, Instant quote, publish checks, and the booking window.

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Estimates

Settings → Estimates is covered control by control in Estimate settings: numbering, expiration, how many options they can approve, e-signature, deposits, the PDF, follow-ups, and the send email. Accept and decline itself is under Client Hub.

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Jobs

Settings → Jobs is covered control by control in Job settings: numbering, confirm and decline, auto-invoice when a job is completed, costing, templates, visit reminders, and on-my-way messages.

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Field work

Settings → Field work is covered choice by choice in Field work: photo documentation, customer sign-off, and before-work authorization.

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Service plans

Settings → Service plans is covered switch by switch in Service plans: renewal emails, WhatsApp visit reminders, plan invoices, templates, and unsigned agreements.