Where settings live
The gear in the menu, and each page's own settings.
- The gear beside Pelican Bend at the top of the menu opens the main Settings (admins only).
- Emails, Messages and Tasks each have their own Settings gear beside the page title.
- Your list filters and open menu groups are saved for you automatically.
Where and How
Wording
The examples in Help Center guides (spray record or visit record, applicator or technician). Guides also use your words above.
Wording
Shows chemical Reference and spray rates.
What It Does
Hides chemical tools from businesses that never spray.
What It Changes
Default is On for Spray, On for Landscaping once it has a chemical product, and Off for Trades, Pool, Cleaning and Other.
How to Use
- Turn it on if you spray.
- Press Save.
- Reference and spray rates show in the menus.
Wording
Settings › Wording
Call things what your business calls them, like Client instead of Customer or Visit instead of Service.
What It Does
Renames the main words (Customer, Service, Program, Product, Property) and a few labels everywhere in the app.
What It Changes
Every page, menu and button for your whole team, Route on phones, the Customer Portal, emails and texts that use those words, and the Help Center guides. Only the words change; your records and reports stay the same.
How to Use
- Type the word you use, in the singular (Client).
- Check the plural beside it and change it only if it's wrong.
- Click Save. Leave a box blank to go back to your Business Type's word.
From the same help as the card in the app.
Updated 10/23/26