Settings Overview ================= The Settings section allows you to configure and customize various aspects of your Service Professional system. Access settings through the main navigation menu. Key Features ------------ * **Unified Interface**: All settings pages share a consistent design with search, filtering, and card-based layouts * **Real-time Search**: Quick search functionality across all settings pages * **Visual Status Indicators**: Color-coded badges and status indicators for easy identification * **Bulk Management**: Efficiently manage multiple items with sorting and filtering options Settings Categories ------------------- Company Settings ~~~~~~~~~~~~~~~~ Configure your business information, logo, and company-wide preferences. * Company name and contact information * Business logo upload with image cropping * Operating hours and location details * Tax and payment settings Employee Settings ~~~~~~~~~~~~~~~~~ Manage your team members and their access to the system. * Add and edit employee profiles * Set display names and job titles * Activate or deactivate employee accounts * Automatic Supabase authentication integration Services Settings ~~~~~~~~~~~~~~~~~ Define the services your shop offers to customers. * Create service templates with predefined items * Configure service types (Service, Diagnostic) * Manage service items (parts, labor, fluids, fees) * Set pricing and SKU information Repair Order Settings ~~~~~~~~~~~~~~~~~~~~~ Customize your repair order workflow and statuses. * Define custom repair order statuses * Set the workflow sequence with drag-and-drop reordering * Ensure data integrity with deletion protection * Track repair order progress through stages Inspections Settings ~~~~~~~~~~~~~~~~~~~~ Create and manage vehicle inspection templates. * Build custom inspection categories and items * Use pre-built templates for quick setup * Configure pass/fail criteria * Enable/disable inspection types Common Features --------------- Search Functionality ~~~~~~~~~~~~~~~~~~~~ All settings pages include a unified search experience: * Click the search icon in the app bar * Enter search terms in the dialog * View filtered results with count indicators * Clear search to return to full list Active/Inactive Management ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Most settings support active/inactive states: * **Active items**: Shown with green indicators * **Inactive items**: Shown with grey indicators * Toggle status without deleting data * Filter view by active/inactive status Card-Based Layout ~~~~~~~~~~~~~~~~~ Settings use a consistent card design: * **Visual indicators**: Color-coded left border showing status * **Primary information**: Name and key details prominently displayed * **Metadata**: Creation dates and counts in subtitle * **Quick actions**: Edit and delete buttons readily accessible * **Type badges**: Color-coded chips for categorization Best Practices -------------- 1. **Regular Review**: Periodically review and update your settings to ensure they reflect current business needs 2. **Consistent Naming**: Use clear, consistent naming conventions for services, statuses, and inspections 3. **Archive vs Delete**: Consider deactivating items instead of deleting to preserve historical data 4. **Test Changes**: Test configuration changes in a controlled manner before full deployment 5. **Document Custom Settings**: Keep notes on any custom configurations for training and reference Navigation Tips --------------- * Use the search feature to quickly find specific settings * Click on cards to edit items inline * Use keyboard shortcuts for faster navigation * The breadcrumb trail helps track your location in settings Next Steps ---------- Explore each settings category in detail: * :doc:`company-settings` * :doc:`employee-settings` * :doc:`services-settings` * :doc:`repair-order-settings` * :doc:`inspections-settings`