Tradesly · Guides

Settings & your account

One place for everything that defines your business — and every screen reads from it.

Your business profileAdminsYour name, contact details, location and timezone live here — the AI and every page read from it.
Users & permissionsAdminsWho can see what, who can change what, and how to invite or remove people.
Service areasAdminsTell the AI where you work, so it never books a job you can't reach.
Your AI phone number & caller IDThe number your AI answers and dials from, and the name customers see.
The catalog: ticket types, dispositions, customer types, job typesAdminsThe labels your business runs on — and where to change them.
Integrations: your CRM, Calendly and webhooksAdminsConnect the tools your team already uses and verify each connection before relying on it.
The danger zoneAdminsPermanently delete your account and its companies — read this before you continue.