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Settings

The Settings workspace is where office teams configure how MaidCentral Pulse behaves for your company. Use it to manage company profile details, team operations, quoting rules, integrations, and user access.

In This Section​

  • Settings Overview - Understand navigation, feature gating, and shared access rules across all settings areas
  • Company Settings and Branding - Configure general profile details, localization terms, addresses, and email templates
  • Operations and Service Configuration - Manage payroll options, kiosk access, zones, teams, skills, tags, and surveys
  • Quoting and Scope Configuration - Set up scope groups, scope pricing behavior, rooms, and quoting support tools
  • Integrations, System, and Access Control - Configure integrations, accounting, feature controls, audit visibility, and role management
  • PTO Policies - Create and manage PTO accrual policies with tenure-based tiers, waiting periods, and carry-over limits
  • General Settings - Configure company info, organization details, notifications, attendance rules, and scheduler preferences
  • Localization - Configure language, date formats, currency, and custom terminology labels
  • Logos and Branding - Configure company logos, brand colors, marketing contacts, social media profiles, and login page appearance
  • Addresses - Manage company mailing and physical addresses, and satellite office locations
  • Email Templates - Create and manage email, SMS, phone, and note templates with drag-and-drop design, merge fields, and AI generation
  • Payroll Options - Configure pay periods, overtime rules, wage rates, captain trainee bonuses, and mileage reimbursement
  • Accounting Settings — Advanced Configuration - Configure automation rules, QuickBooks account mappings, customer sync, and advanced QBO settings
  • Audit Log - Review a history of changes to settings, records, and other key data
  • Default Customer Notifications - Set which notification channels (email, text) are enabled by default for new customer contacts
  • Service Zones - Create and manage service zones with ZIP codes, colors, and map visualization
  • Customer Sources - Track how customers find your business with configurable source labels for marketing analysis
  • Skills & Tags - Manage technician skills and organize data with custom tags across 7 entity categories
  • Break Types - Configure break categories, default lengths, and paid or unpaid settings for time tracking
  • Billing Terms - How billing terms affect invoicing and where you assign them (terms aren't managed in Settings today)
  • Room Settings - Define the master room list used for property setup, quoting, and service scoping
  • Rate Modifiers - Bedroom and bathroom tier modifiers aren't configurable in Pulse today; how to price by room count instead
  • Quote Questions - Configure custom questions asked during quoting to gather property details and adjust pricing
  • User Management - Search the user list, review account details, and lock or unlock sign-in access
  • Roles & Permissions - View what each role can do and tailor permissions on custom roles
  • View As and Impersonation Sessions - View Pulse as an eligible user and monitor active or recent sessions
  • Customer Access - Control what customers can see and do in the customer portal, including visit visibility, agreement reminders, and reschedule policy
  • Schedule Change Reasons - Manage the reason lists offered when a job is cancelled, skipped, locked out, bumped, moved, voided, or redone

For MaidSense AI configuration (identity, personality, channels, escalation, and widget embed code), see the AI Features section under Settings > MaidSense.