Settings

Portal branding, defaults, sync, and preferences

Portal Branding

GoCanvas

Work Transition Portal

Company name

Primary color

#039DE7

Accent color

#FF9C24

Customize My View

Show DashboardShow CustomersShow Jobs & Billing FlowShow DispatchShow EmployeesShow Forms RepositoryShow Data SetsShow ReportsShow Settings

Default Job Statuses

UnassignedScheduledIn ProgressWaiting on CustomerWaiting on PartsCompletedNeeds ReviewReady to InvoiceInvoiced

Default Job Types

Preventive MaintenanceFailed Inspection Follow-UpRepairInstallationSite InspectionEquipment InspectionService CallEstimate Requested

Default Form Categories

Work OrderInspectionEstimateDaily ReportEquipment InspectionCustomer Sign-OffFailed Item Follow-UpInvoiceHistorical Work File

Default Invoice Settings

Ready to InvoiceInvoicedExportedNot ExportedNeeds Review

Google Sheet Connection

Connected

Last synced: today at 8:12 AM

Sync direction: Lovable ↔ Google Sheet

Purpose: Reference data for GoCanvas forms

Import Preferences

Exact-name match files imported records under existing clients/jobs Historical jobs are read-only by default Attachments can be stored at client or job level Allow mass override to mark imported jobs as Completed Allow copying reusable operational fields into Scheduler / Dispatch

Customer Portal Preview

Future customer view

ABC Commercial Properties

Open Jobs

Completed

Recent PDFs

Open Invoices

View as client

Opens a preview of what this customer would see when logged in