Business Settings & Configurations
Fine-tune your business operations with settings tailored to your company’s needs.
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.
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 PermissionsSet permissions for every employee or subcontractor