Settings

Company profile, users, permissions, document numbering, integrations, and workflow defaults.

Company
Ready
Business defaults
Users
1
Active team members
Database
Neon
PostgreSQL
Storage
R2
Private files

Integrations

Connect Hermes, API access, and external services from one place.

Open Integrations

Team Users & Roles

Add users by type, then open one user only when custom access is needed.

1 active · 1 total
Add User
Admin

Full access to settings, users, payments, legal docs, and all CRM records.

16 default permissions
Owner

Business owner access for financials, legal documents, and customer workflow.

14 default permissions
Estimator

Can work with leads, quotes, internal pricing, scopes, and customer proposals.

9 default permissions
Office Admin

Can manage scheduling, tasks, clients, files, invoices, and operations.

10 default permissions
Viewer

Read-only team access for checking jobs, files, tasks, and customer history.

8 default permissions

Jay Agayev

OwnerActive
jay@metisconst.com
LeadsClientsQuotesInvoicesChange OrdersProjectsTasks+7 more
Modify PermissionsUsing role defaults
Main Access
Sensitive Actions

Email Templates

Edit quote, approval, invoice payment request, and receipt emails once here.

Customer Emails
Quote Email

Sent when a quote is emailed to a lead or customer.

Available placeholders: customerName, quoteNumber, quoteTitle, quoteAmount, quoteUrl, quotePdfUrl, invoiceNumber, invoiceAmount, balanceDue, dueDate, invoiceUrl, invoicePdfUrl, receiptPdfUrl, projectAddress, receiptNumber, paymentAmount, and paymentDate.
Quote Approval Confirmation

Sent to the customer after they approve a quote. The next email should include agreement and payment terms.

Available placeholders: customerName, quoteNumber, quoteTitle, quoteAmount, quoteUrl, quotePdfUrl, invoiceNumber, invoiceAmount, balanceDue, dueDate, invoiceUrl, invoicePdfUrl, receiptPdfUrl, projectAddress, receiptNumber, paymentAmount, and paymentDate.
Payment Receipt

Sent when a payment is recorded and the receipt checkbox is selected.

Available placeholders: customerName, quoteNumber, quoteTitle, quoteAmount, quoteUrl, quotePdfUrl, invoiceNumber, invoiceAmount, balanceDue, dueDate, invoiceUrl, invoicePdfUrl, receiptPdfUrl, projectAddress, receiptNumber, paymentAmount, and paymentDate.
Invoice Payment Request

Sent from invoices and payments when requesting payment for an open invoice.

Available placeholders: customerName, quoteNumber, quoteTitle, quoteAmount, quoteUrl, quotePdfUrl, invoiceNumber, invoiceAmount, balanceDue, dueDate, invoiceUrl, invoicePdfUrl, receiptPdfUrl, projectAddress, receiptNumber, paymentAmount, and paymentDate.

PDF Header & Footer

Customize what appears at the top and bottom of quote, invoice, and receipt PDFs.

Customer PDFs
Quote PDF

Header and footer shown on customer quote PDF copies.

Logo + Preview
Upload a logo and check the saved document layout.
Quote PDF logo preview
Metis Construction Licensed, bonded, and insured Phone: {{companyPhone}} Email: {{companyEmail}}
Metis Construction Quote {{quoteNumber}} Prepared for David Johnson
Thank you for the opportunity to prepare this quote. Quote total: {{quoteAmount}} Project: {{projectAddress}}
Open full PDF preview
Available placeholders: customerName, quoteNumber, invoiceNumber, receiptNumber, quoteAmount, invoiceAmount, paymentAmount, balanceDue, paymentDate, dueDate, projectAddress, documentDate, companyPhone, and companyEmail.
Invoice PDF

Header and footer shown on customer invoice PDF copies.

Logo + Preview
Upload a logo and check the saved document layout.
Invoice PDF logo preview
Metis Construction Licensed, bonded, and insured Phone: {{companyPhone}} Email: {{companyEmail}}
Metis Construction Invoice {{invoiceNumber}} Prepared for David Johnson
Thank you for choosing Metis Construction. Questions? Contact us before making payment. Invoice total: {{invoiceAmount}} · Balance due: $12,500
Open full PDF preview
Available placeholders: customerName, quoteNumber, invoiceNumber, receiptNumber, quoteAmount, invoiceAmount, paymentAmount, balanceDue, paymentDate, dueDate, projectAddress, documentDate, companyPhone, and companyEmail.
Receipt PDF

Header and footer shown on customer payment receipt PDF copies.

Logo + Preview
Upload a logo and check the saved document layout.
Receipt PDF logo preview
Metis Construction Licensed, bonded, and insured Phone: {{companyPhone}} Email: {{companyEmail}}
Metis Construction Receipt {{receiptNumber}} Payment received from David Johnson
Thank you for your payment. Receipt {{receiptNumber}} applies to invoice {{invoiceNumber}}. Remaining balance: $12,500
Open full PDF preview
Available placeholders: customerName, quoteNumber, invoiceNumber, receiptNumber, quoteAmount, invoiceAmount, paymentAmount, balanceDue, paymentDate, dueDate, projectAddress, documentDate, companyPhone, and companyEmail.

Agreement Templates

Store DOCX contract templates here, then choose the right one when sending an invoice for signature.

0 active
Upload DOCX Agreement
Placeholder format for your DOCX

Type placeholders exactly with double curly brackets, for example {{customerName}}, {{projectAddress}}, and {{contractSum}}.

Available placeholders: {{customerName}}, {{clientName}}, {{projectAddress}}, {{propertyAddress}}, {{contractNumber}}, {{invoiceNumber}}, {{contractSum}}, {{totalContractSum}}, {{title}}, {{paymentTerms}}, {{date}}.

No agreement templates yet. Upload your first DOCX contract template.

Configuration

Company
Metis Construction
Logo, license, address, and document footer
Authentication
Clerk connected
Owner user mapped to Neon
Database
Neon PostgreSQL
Prisma schema migrated and seeded
Storage
Cloudflare R2
Private bucket with signed URLs