Business Settings & Configurations
Fine-tune your business operations with settings tailored to your company’s needs.
By Bobby and 1 other2 authors12 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.
- 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.
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.
Filters & Presets
Customize your views and save presets to quickly access the information that matters most.