Company Settings
Most of Excavation Expert’s per-company knobs live under Settings. This page is a flat reference — each sub-section names what you can set and what it affects.
Owner roles have access to every settings sub-page. Manager and Bookkeeper roles cover most of the configuration; only Owners see the Plan/Billing page and can delete the account. Team Members have Appearance only.
Settings pages
Section titled “Settings pages”| Page | Who can edit | Purpose |
|---|---|---|
| Appearance | Everyone | Theme, personal UI preferences. |
| Company | Owner, Manager, Bookkeeper | Name, logo, contacts, locations, labor rates. |
| Scheduling | Owner, Manager, Bookkeeper | Pay period, business-day length, holidays. |
| Bids | Owner, Manager, Bookkeeper | Bid PDF template, T&Cs, payment structure. |
| Owner, Manager, Bookkeeper | Bid email subject + body templates. | |
| AI | Owner, Manager, Bookkeeper | Custom milestones, project size definitions. |
| Website | Owner, Manager | Marketing website config. |
| App Integrations | Owner | QuickBooks connection (Business Plus only). |
| Plan & Billing | Owner | Subscription tier and payment. |
| Delete Account | Owner | Permanently remove company. |
Settings → Company
Section titled “Settings → Company”Core info:
- Name, phone, email, address (auto-geocoded to lat/long), logo (shown on bids and the marketing website).
Locations — your headquarters plus additional yards, offices, and warehouses. Each has phone/gate code fields. HQ is auto-synced from the company address.
Labor Rates (used as defaults in every new bid):
| Field | Typical use |
|---|---|
operatorLaborRate | Heavy equipment operators |
truckDriverLaborRate | Dump truck and haul drivers |
generalLaborRate | Unskilled / general labor |
mobilizationRate | Moving equipment to and from sites |
gpsLaborRate | GPS / survey labor |
layoutLaborRate | Site layout / marking |
supervisionRate | Foreman / supervision |
defaultOverheadPercentage | Overhead applied on top of subtotal |
minimumOverheadAmount | Floor overhead (if % is too low) |
bidGoodForDays | How long a bid stays valid |
Equipment Types — your custom list (Hauling is protected; can’t be deleted). Drives the Type dropdown on equipment records.
Vendor Trades — the services your vendors can be tagged with. Used in the quote form and bid AI.
Settings → Scheduling
Section titled “Settings → Scheduling”Pay Period:
- Type:
weekly/bi-weekly/semi-monthly/monthly. - Start date.
- Cutoff days before period end (how far in advance payroll finalizes).
Business Day Length — hours per business day (default 8). Used
as the default hoursPerDay in bid allocations.
Company Days Off — recurring US federal holidays pre-populated, plus custom dates. Calendar blocks these from normal scheduling.
Settings → Bids
Section titled “Settings → Bids”Customize what shows up on the bid PDF and in the customer-facing document:
- Header — custom text, include company logo toggle.
- Terms & Conditions — rich-text template.
- Bid validity period — days the quote stays valid.
- Cost display — toggle whether detailed line-item cost breakdowns appear in the PDF.
- Payment Structure —
full upfront/milestone-based/progress-based. - Milestones — named payment phases with percentage and due event (contract sign / start / milestone completion / custom).
- Payment Terms — custom prose (accepted methods, late fees).
Settings → Email
Section titled “Settings → Email”Customize the email customers receive when you send a bid:
- Subject template with tokens.
- Body template with tokens — common ones:
{projectName},{clientName},{validUntil},{companyName},{totalCost},{bidNumber}.
- Test send to your own address before going live.
Settings → AI
Section titled “Settings → AI”Customize what the AI bidding chat produces:
- Project Milestones — custom workflow tasks with skill levels, equipment requirements, and hour-scaling formulas.
- Project Size Definitions — criteria that classify a bid as small / medium / large scope (drives which milestones apply).
- Toggle whether custom milestones are included in AI bid generation.
Settings → Website
Section titled “Settings → Website”Covered in full in the Company Marketing Website guide. Highlights:
- Subdomain, template, hero, about, services, gallery, contact, quote form.
- Content Policy agreement (required before publishing).
- Publish / unpublish / preview actions.
Settings → App Integrations
Section titled “Settings → App Integrations”- QuickBooks — OAuth connect/disconnect, sync toggle, last sync timestamp. Full walkthrough: QuickBooks Integration.
Settings → Plan & Billing
Section titled “Settings → Plan & Billing”Owner-only. Switch plans, update payment method, see invoice history. Upgrades take effect immediately; downgrades at the next billing cycle.
Settings → Delete Account
Section titled “Settings → Delete Account”Owner-only, permanent. Deletes your company and all associated data: customers, bids, projects, timecards, hauls, website. This is final — we can’t recover a deleted company.