Admin & Settings
Configure and customize Readybuild for your business.
Admin Access
Admin settings are only available to users with specific permissions. Each setting area requires a particular permission to access. Contact your system administrator if you need access to a setting you can't see.
Settings Categories
Company
Configure your company profile, team, and organizational settings:
- Profile - Company information and security (Requires: Company Setup)
- Team Members - Manage user accounts (Requires: Add/Edit Users)
- Import Team Members - Bulk import users
- Roles & Permissions - Control access levels (Requires: Add/Edit Users)
- Roles - Create and manage roles
- Permission Reference - Complete permission list
- Departments - Organize your team (Requires: Add/Edit Users)
- Divisions - Organize company divisions (Requires: Company Setup)
Data & Automation
Connect other systems, bring data in, automate processes, and audit changes:
- Integrations - Connect Readybuild to other services (Requires: Company Setup)
- QuickBooks Online - Accounting sync
- QuickBooks Desktop - Desktop accounting
- Microsoft 365 - Microsoft integration
- Calendar - Outlook calendar sync
- SharePoint - Document storage
- SSO - Single sign-on
- Google Calendar - Google calendar sync
- Box - Cloud file storage
- Checkbook - Payment processing
- Constant Contact - Email marketing
- Mailchimp - Email marketing
- Zapier - Workflow automation
- External Leads - Lead capture forms
- Data Import - Bulk-import contacts, projects, and activities (Requires: Company Setup)
- Workflow - Automated processes (Requires: Workflow)
- Form Fields - Custom fields for contacts, projects, and other records (Requires: Custom Fields)
- Change Log - System activity audit trail (Requires: Company Setup)
- Email Log - Delivery status of every email sent, and undeliverable addresses (Requires: Company Setup)
Contacts & Addresses
- Vendor Types - Vendor trade categories (Requires: Company Setup)
- Counties - Geographic organization (Requires: Company Setup)
- Municipalities - Local jurisdictions (Requires: Manage Municipalities)
Sales & Marketing
Configure marketing and lead tracking (Requires: Marketing):
- Lead Intake Forms - External lead capture
- Leads Target - Lead goals and tracking
- Promotions - Special offers
- Marketing Outcomes - Lead outcomes (Requires: Company Setup)
- Year Budget - Annual budget planning (Requires: Add/Edit Users)
- Financing Options - Customer financing plans (Requires: Company Setup)
Projects
Configure project types, stages, and defaults:
- Project Types - Project categorization (Requires: Company Setup)
- Stages - Pipeline stages for your boards (Requires: Company Setup)
- Sale Stages - Sales pipeline
- Design Stages - Design workflow
- Production Stages - Construction pipeline
- Default Folders - Default project folder structure (Requires: Modify Default Folders)
- Daily Log Configuration - Field reporting setup (Requires: Company Setup)
- Portal Content - Client portal customization (Requires: Company Setup)
- Project Request Form - New project intake (Requires: Company Setup)
Scheduling
Configure activity and scheduling settings:
- Activity Categories - Group activity types (Requires: Company Setup)
- Activity Status - Activity completion states (Requires: Company Setup)
- Activity Templates - Reusable activity blueprints (Requires: Company Setup)
- Activity Types - Define activity categories (Requires: Company Setup)
- Meeting Types - Meeting categorization (Requires: Company Setup)
- Checklist Templates - Reusable checklist items (Requires: Company Setup)
- Schedule Templates - Project schedules (Requires: Add/Edit Templates)
- Schedule Item Presets - Project default values (Requires: Company Setup)
- Holidays - Company-wide days off (Requires: Company Setup)
- Equipment - Company equipment tracking (Requires: Company Setup)
Templates & Forms
- Contract Templates - Contract generation (Requires: Company Setup)
- Creating Templates - Build new templates
- Managing Templates - Edit and organize
- Template Sections - Section configuration
- Payment Schedule Templates - Payment terms
- Document Templates - Project documents (Requires: Add/Edit Templates)
- Document Template Categories - Organize templates (Requires: Add/Edit Templates)
- Email Templates - Communication templates (Requires: Marketing)
- Form Builder - Custom forms (Requires: Manage Forms)
Estimating
Manage your estimating components and assemblies (Requires: Estimate Database):
- Components - Materials, labor, subcontractors
- Assemblies - Pre-built packages
- Assembly/Component Pricing - Pricing management
- Cost Codes - Estimating cost codes
- Estimating Database Import - Import components and assemblies
- Best Practices - Tips and guidelines
Selections
Manage selections for client choices:
- Selection Settings - Company-wide selection options (Requires: Company Setup)
- Selections Catalog - Catalog items (Requires: Manage Catalog)
- Managing Items - Add and edit items
- Using Catalog - Apply to projects
- Images & Files - Media management
- Manufacturers - Product manufacturers (Requires: Company Setup)
Job Costing & Purchasing
- Cost Codes - Job costing categories (Requires: Company Setup)
- Code Structure - How cost codes work
- Managing Cost Codes - Add and edit codes
- Labor Rates - Employee labor rates (Requires: Manage Labor Rates)
- Pay Types - Payment type configuration (Requires: Company Setup)
- Variance Codes - Track budget variances (Requires: Company Setup)
- Earned Revenue Setup - Revenue recognition (Requires: Earned Revenue Setup)
Other Admin Areas
- Commissions - Commission rules and payment processing (Requires: View All Commission)
Permissions Reference
Quick reference for which permission is required to access each setting area:
| Setting | Required Permission |
|---|---|
| Company | |
| Profile | Company Setup |
| Team Members | Add/Edit Users |
| Roles & Permissions | Add/Edit Users |
| Departments | Add/Edit Users |
| Divisions | Company Setup |
| Data & Automation | |
| Integrations | Company Setup |
| Data Import | Company Setup |
| Workflow | Workflow |
| Form Fields | Custom Fields |
| Change Log | Company Setup |
| Email Log | Company Setup |
| Contacts & Addresses | |
| Vendor Types | Company Setup |
| Counties | Company Setup |
| Municipalities | Manage Municipalities |
| Sales & Marketing | |
| Marketing pages | Marketing |
| Marketing Outcomes | Company Setup |
| Year Budget | Add/Edit Users |
| Financing Options | Company Setup |
| Projects | |
| Project Types | Company Setup |
| Stages | Company Setup |
| Default Folders | Modify Default Folders |
| Daily Log Configuration | Company Setup |
| Portal Content | Company Setup |
| Scheduling | |
| Activity Categories | Company Setup |
| Activity Status | Company Setup |
| Activity Templates | Company Setup |
| Activity Types | Company Setup |
| Meeting Types | Company Setup |
| Checklist Templates | Company Setup |
| Schedule Templates | Add/Edit Templates |
| Schedule Item Presets | Company Setup |
| Holidays | Company Setup |
| Equipment | Company Setup |
| Templates & Forms | |
| Contract Templates | Company Setup |
| Document Templates | Add/Edit Templates |
| Document Template Categories | Add/Edit Templates |
| Email Templates | Marketing |
| Form Builder | Manage Forms |
| Estimating | |
| Estimating database | Estimate Database |
| Selections | |
| Selection Settings | Company Setup |
| Selections Catalog | Manage Catalog |
| Manufacturers | Company Setup |
| Job Costing & Purchasing | |
| Cost Codes | Company Setup |
| Labor Rates | Manage Labor Rates |
| Pay Types | Company Setup |
| Variance Codes | Company Setup |
| Earned Revenue Setup | Earned Revenue Setup |
| Other Admin Areas | |
| Commissions | View All Commission |