Settings & Configuration
Company settings, branding, business units.
The License Manager is where you see your plan, your usage, and your renewal date — and where you upgrade, downgrade, resubscribe, or come back from a trial. Here's what each state means and what actually happens to your...
Business units split one company into locations or departments, such as six shops, or Residential and Commercial. Each person works in one unit at a time, and lists and totals open on it. Nothing is walled off: search an...
Logo, colors, footer text, display name — where customers see your brand and how to make Suprata feel like your business, not a generic platform.
Four different ways to label, classify, and structure data on accounts, jobs, and other records. They overlap on purpose. Knowing which to reach for first saves you a year of cleanup.
The new-tenant wizard walks brand-new accounts through the minimum setup — and which wizard you get depends on your industry. What each step does, what it doesn't cover, and how to revisit any step you skipped.