Settings overview

Settings is where you set up how Astragal works for your whole company, one section at a time.

Who can do this: Admins see and use every section. Dispatchers and accountants see the same list, but only admins can import, connect Gmail or card payments, or change the plan; accountants can’t change Team reminders or Locations. Technicians have no Settings page; the gear icon at the top opens Preferences, where they change Workspace theme and My account.

Also called: preferences, configuration, setup.

1. Open Settings. Each section has a tab along the top; click one to open it. The first time, Company settings opens; after that Settings reopens on the last section you used.

   On a computer: Left menu → Settings On a phone: More → Settings

   

2. Don’t know which section a setting is in? Type at least two letters in the search box above the tabs, such as “tax”, “logo” or “dark mode”. The list shows each matching setting and the section it’s in. Only sections you can open are searched.

   

3. Click a result, or use the arrow keys and press Enter. Astragal opens that section and, for a single setting, scrolls to it and flashes it so you can spot it. Press Esc to clear the search.

   

4. On a phone, the tabs are replaced by a Choose a section list. Tap it and pick the section you want.

   

The sections

Section	What it’s for	Read more
Company settings	Name, contact details, logo, social links, region, font, terms, taxes and opening hours	Company info and branding, Taxes, Business hours
Plan & billing	Your plan, what it includes and what you’ve used	Your plan and price
Request alerts	Who on your team hears about new requests	Request alerts
Calendar appearance	Colours on the schedule	Schedule colours
Workspace theme	Light or dark, for you only	Theme and colours
My account	App details and deleting your own account	My account
Client communication	Automatic messages to clients	Automatic client messages, Visit reminders, Booking and job follow-ups
Jobber import	Bring your data over from Jobber	Importing from Jobber
Data import	Bring data in from spreadsheet files	Importing a spreadsheet
Gmail	See each client’s email history	Connecting Gmail
Accept credit cards from customers	Let clients pay deposits and invoices by card	Accepting card payments
Scheduling defaults	Default visit length and arrival window	Scheduling defaults
Company holidays	Days you’re closed	Holidays
Team management	Invite people and set what they can do	Roles and permissions
Team reminders	Nudges when field work is left unfinished	Team reminders
Locations	Warehouses, storage and suppliers for location reminders	Saved locations
Inventory locations	Where your stock is kept	Stock tracking and locations
Booking form builder	The questions on your request form	The request form
Online booking	Let customers book themselves in	Setting up online booking
Document Numbering	The next quote, job, invoice and request numbers	Document numbering
AI notetaker playbook	Rules the AI follows on your calls (only when your plan includes it)	Teaching the AI with rules
Email booking habits	What Astragal learned from your past bookings	Email booking habits
Inbound call capture	Who rings and what callers hear	Who rings and what callers hear
AI receptionist	How the AI answers callers	Setting up the AI receptionist
Custom fields	Extra boxes on clients, properties, quotes, jobs and invoices	Custom fields
Job forms	Checklists your team fills in at visits (hidden for people without Jobs and Schedule access)	Job forms
Rewards	Points and rewards for your team (admins only)	Setting up rewards

Your message wording isn’t in Settings: admins find it under Templates in the left menu. See Message templates.

Good to know

• Each section, and often each part of a section, has its own save button. Saving one part doesn’t save the others.
• In some sections, switching to another tab with unsaved changes asks first: click Keep editing to go back, or Discard changes to leave without saving.
• Settings apply to your whole company, except Workspace theme and My account, which are just for you.

Related articles

• Company info and branding
• Before you go live
• Your preferences
• Roles and permissions