Business Settings & Configurations
Fine-tune your business operations with settings tailored to your company’s needs.
By Bobby and 1 other2 authors13 articles
Skills and GradesGrowing your business or already have multiple team members and/or subs, skills and grades makes it easy to manage them.
Service AreasHow to set up and use Service Areas
Proposal, Change Order, and Invoice TemplatesYou can preset how you want your proposal, change order, and invoices to look.
Email NotificationsEnable or disable emails that you want sent to your customers.
Bulk Updating PriceBook ItemsAdjust the cost, price, or both across multiple PriceBook items at once — by a fixed amount or percentage, up or down.
Business Units & Job TypesOrganize your jobs by division and service type, color-code your schedule, and break down revenue with dedicated Business Unit and Job Type reports.
Overtime Settings & TrackingConfigure overtime rules for your team, automatically track regular, overtime, and double overtime hours in timesheets, and export accurate reports for payroll.
Using Zapier to Automate MotionOps TasksConnect MotionOps to thousands of apps using Zapier — automate workflows triggered by jobs, invoices, accounts, and more without writing any code.
Filters & Presets
Customize your views and save presets to quickly access the information that matters most.
TagsTags in MotionOps serve as customizable labels that help you categorize and organize your accounts, work orders, proposals, or team members.
Filter PresetsHow to set up and manage Filters
Permissions and Roles
Set up roles and permissions to manage team access and ensure data security.
Roles and PermissionsControl who can access the Web App, Mobile App, or both — and which navigation tabs are visible to field workers on mobile.
Limited User Roles: Setting Up Restricted Access for Field StaffLearn how Limited User Roles give field staff access to only what they need — their schedule, assigned jobs, and time tracking — without exposing sensitive business data.
Standard User Roles: Creating and Configuring Custom Permission SetsLearn how to create Standard User Roles with granular permissions for back office and field team members in MotionOps.