Where is that setting?

Settings in BuildTrack live in five kinds of places:

1. Settings→ (in the menu under your name or avatar, top right): the business, your team, documents, workshop, orders, purchasing, freight and portals.
2. Integrations→: anything that connects to something else: card payments, Xero, SMS and texting, email, freight carriers, Shopify, supplier feeds.
3. A module's own setup screen: the Dealer Portal (Setup), Dealer Management (Settings), Manufacturing (Settings), Marketing (Overview, Reviews, Brand kit), Forms (each form's Settings tab) and the Inbox (Rules).
4. The record itself: a product, company, contact, supplier, worker or dealer carries its own settings (prices, terms, credit, reorder points, pay rules).
5. Your own preferences: your Home page layout, calendar view, kiosk PIN and two-step sign-in.

Can't see a setting below? Your role may not have settings.view or settings.edit; an owner or admin can grant it in Settings → Roles→. Some areas only show once their module or add-on is on: Settings → Modules & flow→ and Settings → Billing & plan→.

Your business, documents and tax

• Business name, ABN, address, phone, timezone, default tax rate, vehicle catalogue: Settings → Business details→. Country and currency are fixed once set; ask BuildTrack support→ to change them.
• Logo and brand colour (documents, emails, portal): Settings → Branding→.
• Invoice number prefix, default quote and invoice terms, T&Cs, warranty terms, bank details, card surcharge, amend-invoice password: Settings → Quotes & invoices→. Full detail: Quote and invoice settings→.
• Automatic payment reminders and monthly statements: Settings → Quotes & invoices→. See Payment reminders→.
• Minimum gross profit % and quote approval rules: Settings → Quotes & invoices→. See Quote approval rules→.
• GST and tax on lines: Tax and GST→. A company's tax exemption is on the company (below).
• Exchange rates for buying in other currencies: Settings → Currencies→.
• Your own domain for email, customer links and both portals: Settings → Your domain→. See Your domain→.
• Plan and add-ons (POS, Dealer Management, Marketing, Manufacturing…): Settings → Billing & plan→.

How a sale flows

• What an accepted quote turns into (job, sales order or invoice) and Workshop on/off: Settings → Modules & flow→. See Which way a sale goes→.
• Turn accepted quotes into orders automatically, hold the stock, draft POs for what's short: Settings → Orders→.
• Orders desk targets, who's on duty per channel, unclaimed-order hand-off, the daily order emails, customer update emails (Order confirmed, On backorder, On its way): Settings → Orders→. See Orders settings→.
• Quote reminder texts: Integrations → Customer notifications→ → Automations → Quote approval reminder. See Quote follow-ups→.
• The daily quote hit list email: Reporting → Scheduled→.
• Quote templates: Quotes → Templates→.
• Showroom POS layout and checkout-link defaults: the gear and the link button on Showroom POS→. See Showroom POS→.

Getting paid

• Card payments (switch on per channel: POS, invoices, quote deposits, customer portal, dealer portal; maximum online payment): Integrations → Stripe→. See Pay links→.
• Xero (draft or authorised, accounts, tax rates, tracking, payments both ways): Integrations → Xero→. See Xero→.
• QuickBooks Online: Integrations → QuickBooks→.
• A customer's credit limit, terms, currency, tax exemption and hold: on the company, Actions → All settings. See Companies→. Its Default Warehouse there is where its orders' and invoices' pick lists open.

Workshop

All under Settings → Workshop→ (only while the Workshop module is on). Overview: Workshop settings→.

• Bays and hoists (or switch bays off): Bays→.
• Technicians, their hours, cost and charge rates, absences: Technicians→.
• Default labour cost and charge rate, target GP per hour, auto-stop timers, pace: Labour & pace→.
• Opening hours, closures and public holidays: Trading hours→. See Trading hours and holidays→.
• Job types: Job types→. Check-in, QC and delivery checklists: Checklists→. Board labels and hold reasons: Board labels→. Work centres: Work centres→.
• Default service interval (months and kilometres, for Service due and service reminders): Service due→. See Service due→.
• The loan agreement customers sign for a courtesy car: Courtesy cars→. See Courtesy cars→.
• Outside Settings: standard services and which are bookable online on Workshop → Canned Jobs→; inspection templates and prices on Inspections → Manage Templates→; booking confirmation and job-ready texts on Integrations → Customer notifications→.

Products and pricing

• Everything about one product (prices, tier prices, tax, reorder point, max order qty, packed size, fitting hours, batch/serial tracking): open it from Inventory → Products→ → Edit product. Per-warehouse min/max is the Levels tab; price breaks the Sale tab; suppliers the Purchase tab; auto-assemble the Components tab. See Everything on a product's page→.
• Categories (and "engineer needs vehicle details" per category): Products → Categories→.
• Price lists and promotions: Products → Price Lists→. Target margins: Fitment & RRP Audit→. How a price is chosen: Price tiers→.
• A company's price tier and negotiated prices: the company's Edit and Pricing tab, from CRM → Companies→.

Warehouse and freight

• Default warehouse and which bin stock is picked from: Warehouse→ → Manage → edit. Bin roles and walk order: the Bin Locations tab. See Pick and put-away rules→.
• A category's pick rule: Pick from on Products → Categories→. A product's own pick rule and pick face: Scan Centre→ → Lookup → Picking card. Bin min/max: Scan Centre → Bin→.
• Stock count approval limit and count schedules: Cycle Counts→.
• Ships-from address, freight margin and rounding, carrier cut-off, default carton, pack verification, rate tables: Settings → Shipping & freight→. See Freight setup→.
• Carrier accounts for live rates and labels: Integrations → Freight carriers→.

Purchasing and suppliers

• PO approval threshold and over-receipt tolerance: Settings → Purchasing → Receiving controls→.
• Supplier payment reminders: Settings → Purchasing→.
• A supplier's terms, currency, lead time and email: the supplier's Edit, from Purchasing → Suppliers→. Its products, costs and preferred flag: the Items tab. See Add a supplier→.
• Supplier price files, supplier APIs, product images: Supplier price files→, Supplier APIs→, Product images→.

Customers, messages and the portal

• SMS number, phone system, auto-create contacts, AI receptionist, follow-up tasks: Integrations → Inbox, SMS & phone→. See Inbox settings→.
• Automatic customer texts and emails (booking confirmation, job ready, portal invite, review invite, quote reminder) and their wording: Integrations → Customer notifications→. See Automatic customer texts and emails→.
• Your Gmail: Integrations → Gmail→. Facebook & Instagram: Integrations → Facebook & Instagram→.
• Website chat widget and its AI, and chat hours (when the widget is online; also the SMS AI's after-hours mode): Settings → Website chat→. See Website chat→.
• Support ticket first-reply target (SLA): the SLA button on Support → Tickets→. See Support tickets→.
• Customer portal (name, logo, welcome, review link, which sections show, including Documents): Settings → Customer portal→.
• Files shared with a customer in the portal: Shared with customer on their contact page, on a company's Attachments tab, or on a job's Notes & files → Files. See The customer portal→.
• Custom fields on contacts and companies: Settings → Custom fields→; fill them in on the contact's or company's page.
• One contact's consent, owner and portal invite: the Marketing, Ownership and Customer Portal sections on their page. See Everything on a contact's page→.
• Deal pipelines and deal automations: Edit Pipelines on CRM → Deals→, and Deals → Workflows→.

Marketing and website

• Review, service and rego reminders on or off: Marketing → Overview→ → Starter automations. Your Google review link: Marketing → Reviews→.
• From name, reply-to, address and legal footer on marketing email: Marketing → Content → Brand kit→.
• Suppressions, lead scoring and lifecycle stages: Suppressions→, Lead scoring→, Lifecycle stages→.
• A form's spam protection, consent, success message and notifications: the form's Settings tab, from Marketing → Forms→. Routing into the CRM: its Routing tab.
• Your website: Website Builder→. See Website Builder→.

Dealer Portal and franchise network

• Everything about the Dealer Portal is on its Setup screens: Orders & invoicing→, Pricing tiers→, Guardrails→, Hidden items→, Storefront→, Features→, Theme→, Sign-up form→ and Support form→. Map: Setting up the Dealer Portal→.
• One dealer's tier, terms, credit and on-account ordering: open them on Dealer Portal → Dealers→.
• Franchise network (head office only): Settings → Network→, with General, Franchises, Pricing, Freight and Notifications tabs. Royalties: Network → Royalties→. See Franchise network settings→.

Vehicles (DMS) and manufacturing

• Dealer licence, contract terms, stamp duty, LCT, rego fees: Dealer Management → Settings→. See Dealer Management settings→.
• BOM change approval: Manufacturing → Settings→. Work centre capacity and rates: Manufacturing → Work centres→.

Your team, hours and calendar

• Invite people, change their role, department and manager, deactivate a login: Settings → Team→ and Invites→. See Invite your team→.
• What each role can see and do (including costs, margins and labour rates): Settings → Roles→. See Roles and permissions→.
• What needs approval, and the limits (quote approval, PO approval limit, stock count limit) in one place: Settings → Approvals→. Everything waiting for your sign-off is in Approvals→. See Approvals→.
• The Home page each role starts with: Settings → Home layouts→.
• Time clock options (location, long shifts, breaks) and each worker's pay, roster and overtime terms: People → Workers→. Overtime and penalty rules: People → Hours & overtime→. See Workers→.
• Leave balances: People → Leave→.
• Your calendar view, Google/Outlook sync, rooms and booking links: Calendar→, Calendar sync→, Rooms & vehicles→, Booking links→.
• Notifications and push on this device: the avatar menu → Notifications on this device→ (any role), or Settings → Notifications→.
• AI on or off, and the monthly spend cap: Settings → AI usage→.

Account and security

• Password, two-step sign-in, require it for owners and admins: Settings → Security→. Your own two-step sign-in: My sign-in security→.
• Who changed what: Settings → Audit log→. Let BuildTrack support sign in: Settings → Support access→.
• API keys and webhooks: Integrations → API→.

Shopify

Everything is on Integrations → Shopify→: stock levels per location, automatic price approvals, tax, order import, "Was" price and out-of-stock behaviour. See Shopify channel settings→.