Set up your shop
Settings is where your shop's identity lives — the name and address that show up on invoices, the hours that shape the dispatch board, and the logo and color on everything you send a customer. Get this right once, early, and every proposal, invoice, and reminder Thermal sends looks like it came from your shop, not a generic template.
This guide covers the Profile tab — the shop-identity settings. Billing defaults (tax, payment terms, document numbering, Price Book tiers) live on the Billing tab and are covered in Set your pricing and business rules. Notification toggles and outbound webhooks live on their own tabs and are mostly self-explanatory switches — turn on what you want customers or your team to receive.
Shop profile
Open Settings. The Profile tab is where you land.
- Shop name — required. This is the name customers see on invoices, proposals, and portal pages.
- Email / Phone — your shop's contact info, shown alongside the shop name on documents you send out.
- Timezone — drives the dispatch board's timeline and every scheduled time shown in the app. Set this once, correctly, before you start scheduling — changing it later shifts how existing appointments display.
Shop logo
Above the Profile tab, Shop logo replaces the default Thermal wordmark on proposals you send. Choose Upload logo and pick a JPEG, PNG, or WebP under 2 MB. Once one's set, the button becomes Replace logo, and a Remove logo option appears — removing it reverts to the Thermal wordmark.
Modules
Optional modules you turn on only if the shop needs them, off by default:
- Rentals & Leasing module — fleet, leases, contractor rentals, and reservations. Leave this off unless your shop rents or leases equipment.
Business address
Shows on every invoice and proposal you send. Fill in Street address,
Suite / unit (optional), City, State / region, ZIP / postal,
and Country (2-letter code, e.g. US).
Business hours
Opens and Closes set the working-day window shown on the dispatch board — the hours dispatchers see when they're laying out today's schedule. This isn't a hard constraint on when work can happen; it's what the board displays as the normal day.
Scheduling defaults
Org-wide fallbacks used by any branch that hasn't set its own override (Settings → Branches → Defaults — see Set up branches):
- Default job duration — minutes on site (15–480). Leave blank to use the per-job-type system default.
- When assigning a tech with no scheduled time — either use the agreement's scheduled date (the recommended default) or book a window starting now.
Brand color
The accent color used on invoices, proposals, and customer emails. Pick a
color with the swatch or type a 6-digit hex value directly (e.g. #FF4A1C).
Leave it blank to use Thermal's default.
Where the rest of setup lives
Settings is the hub for everything account-level. From here, the other pieces of getting a shop fully configured are:
- Set your pricing and business rules — Billing tab defaults plus the Price Book catalog.
- Manage staff and roles — get your team into the system with the right access.
- Set up branches — for shops running more than one location.
- Inspection Templates, Integrations, and Plan each have their own settings pages linked from the Settings sidebar, for what a PM visit checks, connecting QuickBooks/Stripe/Twilio, and your subscription tier.
Reference
- Every configurable setting, its default value, and which plan tier includes each optional module — generated straight from the settings schema — is in Settings reference.
- Who can reach Settings — Owners and Office users; Dispatchers and Technicians can't. See Roles & permissions.