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Configure your shop, billing, integrations, and more.

Settings

Access settings from the Settings gear icon in the sidebar. Here's everything you can configure.

General Settings

Settings → General

  • Shop Name: how your shop appears to customers
  • Subdomain: your URL at yourshop.techsbox.com
  • Custom Domain: use your own domain for your public page (every plan)
  • Workspace Color: the color of your workspace badge
  • Tagline, Description, and Hours: shown on your public page
  • Address, Phone, Email, and Website: your contact details
  • Tax: sales tax rate, tax label, and registration number for invoices
  • Invoices: invoice number prefix and default payment terms

Billing & Subscription

Settings → Billing

  • View your current plan (Solo, Team, or Pro)
  • Upgrade or downgrade your subscription
  • Manage your payment method and billing history in Stripe's billing portal

To let customers pay you by card, connect Stripe under Settings → Integrations.

See Plans & Pricing for details on each tier.

Users & Permissions

Settings → Users

  • Invite new team members
  • Manage roles (Owner, Admin, Technician, Front Desk)
  • Deactivate users

See Team Management for more details.

SMS Configuration

Settings → SMS

  • Connect your Twilio account
  • Turn automatic status texts on or off
  • Send a test message

See SMS Setup for the full guide.

Booking Settings

Settings → Booking

  • Turn online booking on or off
  • Set your booking hours
  • Set slot length, minimum notice, and how far ahead customers can book

Job Templates

Settings → Job Templates

  • Create templates for common repair types
  • Pre-fill equipment, problem description, notes, and job type
  • Speed up job creation for repetitive work

SMS Templates

Settings → Templates

  • Save text message templates for your shop
  • Use template variables like {{customerName}} and {{jobNumber}}

The automatic status texts (job checked in, work started, ready for pickup) use your active template for that status. If you have more than one, the most recently edited one is sent. Without one, TechsBox's built-in wording is sent. Variables: {{customerName}}, {{shopName}}, {{jobNumber}}, {{equipment}} and {{shopPhone}}.

Operations

Settings → Operations

  • Set business hours and holidays
  • Turn automatic customer status emails on or off: checked in, repair started, ready for pickup. See Communication
  • Set the email address for the daily low-stock summary. It only lists products that have a reorder point, and the app cannot set one yet, so for now this sends nothing

Integrations

Settings → Integrations

Current integrations:

Coming soon:

  • QuickBooks: accounting sync (coming soon, not available yet)

Referral Program

Settings → Referrals

  • View your referral link
  • Redeem a referral code
  • See your referral history and credits

Feedback

Settings → Feedback

  • See the bug reports and feature requests your team has sent to TechsBox, and their status