12. Settings & Preferences¶
Customize Remnant Finder to fit your workflow.
Access: Tap More > Settings.
12.1 Profile Settings¶
Manage your personal account information:
| Setting | Description |
|---|---|
| Name | Your display name |
| Account email (used for login) | |
| Phone | Contact phone number |
| Avatar | Profile photo |
| Password | Change your password |
To update:
- Go to Settings > Profile.
- Edit the desired fields.
- Tap Save.
12.2 Notification Preferences¶
Control how and when you receive notifications:
- Go to Settings > Notifications.
- Configure per category:
| Category | Push | In-App | |
|---|---|---|---|
| Messages | Toggle | Toggle | -- |
| Marketplace Activity | Toggle | Toggle | -- |
| Projects (Pro) | Toggle | Toggle | Toggle |
| Billing (Pro) | Toggle | Toggle | Toggle |
| Calendar Reminders (Pro) | Toggle | Toggle | -- |
| System Updates | Toggle | Toggle | Toggle |
- Set Quiet Hours (e.g., 10 PM to 7 AM) to suppress push notifications.
12.3 Theme (Light/Dark Mode)¶
Choose your preferred visual theme:
- Go to Settings > Appearance.
- Select:
- Light — White background, dark text
- Dark — Dark background, light text
- System — Follows your device's system setting
12.4 Language¶
Switch the app language:
- Go to Settings > Language.
- Select:
- English (US)
- Portuguese (BR)
- Spanish (ES)
- Italian (IT)
- The app restarts with the selected language.
12.5 Units of Measurement¶
Choose your preferred unit system:
- Go to Settings > Preferences > Units.
- Select:
- Imperial — Inches, square feet
- Metric — Centimeters, square meters
This affects all dimension displays, the drawing tool, measurement tools, and price-per-area calculations.
12.6 Quote PDF Customization (Pro)¶
Customize the look of your generated quote PDFs:
- Go to Settings > Quote Settings.
- Configure:
| Option | Description |
|---|---|
| Company Logo | Appears in the header of the PDF |
| Company Info | Address, phone, email displayed on the quote |
| Header Color | Brand color for the PDF header |
| Terms & Conditions | Default text appended to every quote |
| Footer Text | Custom footer (e.g., "Thank you for your business!") |
| Show Drawing | Include the countertop layout drawing in the PDF |
| Show Itemized Pricing | Show or hide the line-by-line breakdown |
| Default Show Price Details | Whether new quotes default to showing or hiding price details |
- Tap Preview to see how the PDF will look.
- Tap Save.
12.7 Email Templates (Pro)¶
Customize email templates used when sending quotes and invoices:
- Go to Settings > Email Templates.
- Select a template to edit:
- Quote Email — Sent when sharing a quote with a client
- Invoice Email — Sent when emailing an invoice
- Reminder Email — Sent for overdue invoice reminders
- Edit the subject line and body text.
- Use placeholders for dynamic content:
{client_name}— Client's name{project_name}— Project name{amount}— Total amount{due_date}— Payment due date{company_name}— Your company name- Tap Save.
12.8 Kanban Workflow Settings (Pro)¶
Customize your project workflow stages:
- Go to Settings > Kanban Workflow.
- Manage stages:
- Add a new stage
- Rename existing stages
- Reorder stages by dragging
- Set colors for each stage
- Delete unused stages
- Tap Save.
Default stages: Lead → Design → Quoted → Approved → Production → Installation → Completed.
12.9 Invoice Settings (Pro)¶
Configure default settings for your invoices:
- Go to Settings > Invoice Settings.
- Configure:
| Setting | Description |
|---|---|
| Invoice Prefix | Prefix for auto-generated invoice numbers |
| Default Notes | Default notes appended to every invoice |
| Payment Terms | Default payment terms (e.g., Net 30) |
| Default Tax Rate | Tax rate automatically applied to new invoices |
- Tap Save.
12.10 Calendar & Work Hours Settings (Pro)¶
Configure your calendar and team availability:
- Go to Settings > Calendar Settings.
- Configure:
| Setting | Description |
|---|---|
| Work Hours | Start and end times for each day of the week |
| Work Days | Which days your shop is open |
| Time Zone | Your company's time zone |
| Slot Duration | Default event duration (30 min, 1 hour, etc.) |
Team Members' Schedules
Individual team members can have their own work hour settings. Go to Company > Team > member profile > Schedule to set per-member availability.
12.11 Advanced Settings¶
Additional configuration options:
| Setting | Description |
|---|---|
| Cache | Clear local cache to free up storage |
| Delete Account | Permanently delete your account and all data |
| Default Tax Rate | Set the tax rate applied to new invoices |
| Price Library | Manage your pricing for materials and services |
| Delivery Settings | Configure delivery zones and fees |
| Project Checklists | Create reusable checklist templates |
| Job Workflow | Configure job types and default settings |
| DXF Settings | Configure DXF export preferences (layers, units) |
Price Library¶
Set up your standard pricing for quick quote generation:
- Go to Settings > Price Library.
- Add materials with their prices per square foot.
- Add edge profiles with their prices per linear foot.
- Add services (cutouts, installation, etc.) with pricing.
- These prices auto-populate when creating quotes in the Drawing Tool.
DXF Export Settings¶
Configure how DXF files are exported from the Drawing Tool:
- Go to Settings > Drawing Settings > DXF Settings.
- Configure:
- Include layers — Separate shapes, cutouts, and dimensions into DXF layers.
- Unit system — Inches or millimeters for DXF export.
- Tap Save.