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

Next Steps

Explore each settings category in detail:

  • company-settings

  • employee-settings

  • services-settings

  • repair-order-settings

  • inspections-settings