Settings reference

These tables list standard company settings, their defaults, and optional module defaults defined in Thermal's source. This is a source snapshot generated when this documentation is updated, not a live read of your company's data. Your current version and configured settings may differ.

Org settings

A company's starting profile and later changes can differ from these standard defaults. Change available settings from the matching Settings page.

Setting	Type	Default
`approvals.delegations`	array	`[]`
`creditStop.enabled`	boolean	`false`
`creditStop.graceDays`	number	`0`
`creditStop.minimumOverdueCents`	number	`0`
`security.requireTwoStepForAdmins`	boolean	`false`
`operationalSkills.pmOverdueDays`	number	`1`
`operationalSkills.unbilledDays`	number	`1`
`operationalSkills.dispatchLateMinutes`	number	`30`
`operationalSkills.quoteNoResponseDays`	number	`7`
`operationalSkills.collectionOverdueDays`	number	`7`
`operationalSkills.collectionAgeingBucketDays`	number	`30`
`operationalSkills.equipmentRiskAgeYears`	number	`15`
`operationalSkills.purchasingOverdueDays`	number	`1`
`operationalSkills.minimumAgreementMarginBps`	number	`2000`
`operationalSkills.fleetIdleDays`	number	`30`
`operationalSkills.minimumFleetUtilizationPct`	number	`65`
`capabilities.rentals`	boolean	`false`
`capabilities.capitalPlanning`	boolean	`false`
`capabilities.marketing`	boolean	`false`
`capabilities.customer-portal`	boolean	`false`
`capabilities.vendor-portal`	boolean	`false`
`capabilities.hvac_pack`	boolean	`false`
`capabilities.fire_pack`	boolean	`false`
`capabilities.plumbing_pack`	boolean	`false`
`capabilities.electrical_pack`	boolean	`false`
`capabilities.elevator_pack`	boolean	`false`
`capabilities.accountingSync`	boolean	`false`
`capitalPlan.horizonYearsDefault`	number	`3`
`capitalPlan.contingencyBasis`	string	`none`
`capitalPlan.contingencyPercentBps`	number	`0`
`capitalPlan.contingencyFixedCents`	number	`0`
`billing.alerts.expectedMonthlyMinor`	number	`0`
`billing.alerts.thresholds`	array	`[50,80,100]`
`billing.alerts.recipients`	array	`[]`
`scheduling.assignWithNoTimePolicy`	string	`anchor-else-unscheduled`
`dashboard.goals`	array	`[{"key":"ftfr","target":85},{"key":"utilization","target":80},{"key":"avgTicket","target":520}]`
`automation.masterOn`	boolean	`true`
`automation.overnightAutoSchedule`	boolean	`false`
`automation.moduleLevels.smart-scheduling`	string	`auto`
`automation.moduleLevels.dispatch-auto-assign`	string	`suggest`
`automation.moduleLevels.equipment-health`	string	`suggest`
`automation.moduleLevels.elevator-certificate-sweep`	string	`suggest`
`automation.moduleLevels.vendor-price-drift`	string	`suggest`
`automation.moduleLevels.rental-idle-redeploy`	string	`suggest`
`automation.moduleLevels.kpi-watch`	string	`suggest`
`automation.moduleLevels.report_questions`	string	`suggest`
`automation.moduleLevels.upsell`	string	`off`
`automation.moduleLevels.ar-collections`	string	`suggest`
`automation.moduleLevels.quote-follow-up`	string	`suggest`
`automation.moduleLevels.finance-charges`	string	`off`
`automation.moduleLevels.agreement-renewal`	string	`suggest`
`automation.moduleLevels.pm-sweep`	string	`auto`
`automation.moduleLevels.pm-optimization`	string	`suggest`
`automation.moduleLevels.call-intake`	string	`suggest`
`automation.moduleLevels.acceptance-run`	string	`suggest`
`automation.moduleLevels.inquiry-follow-up`	string	`suggest`
`automation.moduleLevels.pre-visit-briefing`	string	`suggest`
`automation.moduleLevels.accounting_sync`	string	`suggest`
`automation.moduleLevels.stripe_refunds`	string	`suggest`
`automation.moduleLevels.setup-assistant`	string	`suggest`
`automation.moduleLevels.migration-assistant`	string	`suggest`
`automation.moduleLevels.voice-assist`	string	`suggest`
`automation.moduleLevels.stock-reorder`	string	`suggest`
`automation.rateCaps.smart-scheduling`	number	`6`
`automation.rateCaps.dispatch-auto-assign`	number	`6`
`automation.rateCaps.voice-assist`	number	`5`
`automation.rateCaps.accounting_sync`	number	`200`
`automation.guardrails.afterHoursDispatch`	boolean	`true`
`automation.guardrails.sendToCustomer`	boolean	`true`
`automation.scheduleWindows`	array	`[]`
`automation.quietHoursStart`	string	`20:00`
`automation.quietHoursEnd`	string	`07:00`
`automation.notifications.inApp`	boolean	`true`
`automation.notifications.textOwner`	boolean	`true`
`automation.notifications.dailyDigest`	boolean	`false`
`automation.syncOwnership.customerContact`	string	`thermal`
`automation.syncOwnership.address`	string	`thermal`
`automation.syncOwnership.invoiceLineItems`	string	`thermal`
`automation.syncOwnership.payments`	string	`quickbooks`
`automation.syncOwnership.taxRates`	string	`quickbooks`
`automation.syncOwnership.chartOfAccounts`	string	`quickbooks`
`automation.rejectionBand.warnAbovePercent`	number	`20`
`automation.rejectionBand.windowDays`	number	`14`
`business.addressLine1`	string	(empty string)
`business.addressLine2`	string	(empty string)
`business.city`	string	(empty string)
`business.state`	string	(empty string)
`business.postalCode`	string	(empty string)
`business.country`	string	`US`
`business.hoursStart`	number	`7`
`business.hoursEnd`	number	`19`
`shopProfile.trade`	string	(empty string)
`shopProfile.teamSize`	string	(empty string)
`shopProfile.branches`	string	(empty string)
`shopProfile.ownerInField`	string	(empty string)
`shopProfile.workMix`	string	(empty string)
`shopProfile.customerMix`	string	(empty string)
`shopProfile.heardAbout`	string	(empty string)
`shopProfile.heardAboutOther`	string	(empty string)
`invoicing.taxProvider`	string	`manual`
`invoicing.taxRateBps`	number	`0`
`invoicing.taxRegistrationNumber`	string	(empty string)
`invoicing.paymentTermsDays`	number	`30`
`invoicing.invoicePrefix`	string	`INV`
`invoicing.estimatePrefix`	string	`P`
`invoicing.workOrderPrefix`	string	`WO`
`invoicing.poPrefix`	string	`PO`
`invoicing.defaultNotes`	string	(empty string)
`invoicing.billingEngineProvider`	string	`platform_default`
`invoicing.prebillPolicy`	string	`optional`
`invoicing.prebillThresholdCents`	number	`0`
`invoicing.prebillEscalation.enabled`	boolean	`true`
`invoicing.prebillEscalation.ageThresholdMinutes`	number	`2880`
`invoicing.prebillEscalation.escalationApproverUserId`	null	`null`
`invoicing.prebillEscalation.defaultApproverUserId`	null	`null`
`invoicing.coiEnforcement`	string	`warn`
`invoicing.coiWarnWindowDays`	number	`30`
`invoicing.deMinimisFloorCents`	number	`0`
`invoicing.invoicesOutsideThermal`	boolean	`false`
`proposals.financingAprBps`	number	`990`
`proposals.financingTermMonths`	number	`60`
`proposals.defaultValidityDays`	number	`30`
`proposals.requireInternalApprovalBeforeSend`	boolean	`false`
`customerImport.rawUploadRetentionDays`	number	`14`
`notifications.enabled`	boolean	`false`
`notifications.bookingConfirmation`	boolean	`false`
`notifications.appointmentReminder`	boolean	`false`
`notifications.enRoute`	boolean	`false`
`notifications.etaUpdate`	boolean	`false`
`notifications.jobAssigned`	boolean	`false`
`notifications.routeChanged`	boolean	`true`
`notifications.staffSms`	boolean	`false`
`notifications.invoiceSent`	boolean	`false`
`notifications.invoiceReminder`	boolean	`false`
`notifications.proposalReminder`	boolean	`false`
`notifications.proposalSent`	boolean	`false`
`notifications.inspectionSent`	boolean	`false`
`notifications.changeOrderSent`	boolean	`false`
`notifications.agreementRenewalReminder`	boolean	`false`
`notifications.surveyRequest`	boolean	`false`
`notifications.respectQuietHours`	boolean	`true`
`notifications.policy.booking_confirmation.sms`	string	`off`
`notifications.policy.booking_confirmation.email`	string	`off`
`notifications.policy.appointment_updated.sms`	string	`off`
`notifications.policy.appointment_updated.email`	string	`off`
`notifications.policy.visit_removed.sms`	string	`off`
`notifications.policy.visit_removed.email`	string	`off`
`notifications.policy.appointment_reminder.sms`	string	`off`
`notifications.policy.appointment_reminder.email`	string	`off`
`notifications.policy.tech_on_the_way.sms`	string	`off`
`notifications.policy.tech_on_the_way.email`	string	`off`
`notifications.policy.eta_update.sms`	string	`off`
`notifications.policy.eta_update.email`	string	`off`
`notifications.policy.survey_request.sms`	string	`off`
`notifications.policy.survey_request.email`	string	`off`
`notifications.policy.invoice_sent.sms`	string	`off`
`notifications.policy.invoice_sent.email`	string	`off`
`notifications.policy.invoice_reminder.sms`	string	`off`
`notifications.policy.invoice_reminder.email`	string	`off`
`notifications.policy.statement_sent.email`	string	`on`
`notifications.policy.proposal_sent.sms`	string	`off`
`notifications.policy.proposal_sent.email`	string	`off`
`notifications.policy.proposal_reminder.sms`	string	`off`
`notifications.policy.proposal_reminder.email`	string	`off`
`notifications.policy.inspection_sent.sms`	string	`off`
`notifications.policy.inspection_sent.email`	string	`off`
`notifications.policy.change_order_sent.email`	string	`off`
`notifications.policy.agreement_renewal_reminder.sms`	string	`off`
`notifications.policy.agreement_renewal_reminder.email`	string	`off`
`notifications.policy.job_assigned.sms`	string	`off`
`notifications.policy.job_assigned.email`	string	`off`
`notifications.policy.tech_reassignment.sms`	string	`off`
`notifications.policy.tech_reassignment.email`	string	`off`
`notifications.policy.staff_removal.sms`	string	`off`
`notifications.policy.staff_removal.email`	string	`off`
`notifications.policy.route_changed.sms`	string	`off`
`notifications.policy.route_changed.email`	string	`on`
`notifications.policy.tech_day_before.sms`	string	`off`
`notifications.reminder.localTime`	string	`10:00`
`notifications.customerEmailSetup.acceptedAt`	null	`null`
`webhooks.enabled`	boolean	`false`
`nte.warnThresholdPct`	number	`80`
`nte.enforcement`	string	`warn`
`payroll.cadence`	string	`biweekly`
`payroll.anchorDate`	string	`2026-01-02`
`payroll.provider`	string	`generic`
`payroll.adpRunCompanyCode`	string	(empty string)
`payroll.adpRunRateCode`	string	`BASE`
`payroll.adpRunTravelEarningCode`	string	`REG`
`payroll.adpRunNonchargeableEarningCode`	string	`REG`
`payroll.breaks.mealPaid`	boolean	`false`
`payroll.breaks.restPaid`	boolean	`true`
`payroll.breaks.recordingEnabled`	boolean	`true`
`timeClock.siteRadiusMeters`	null	`null`
`timeValidation.minWeeklyHours`	number	`40`
`timeValidation.maxDailyHours`	number	`16`
`timeValidation.lateEntryThresholdDays`	number	`3`
`timeValidation.requireAttributionForChargeable`	boolean	`false`
`timeValidation.requireWorkLocationMultiBranch`	boolean	`false`
`overtime.mode`	string	`weekly40`
`overtime.weeklyThresholdHours`	number	`40`
`overtime.dailyThresholdHours`	number	`8`
`overtime.dtThresholdHours`	number	`12`
`overtime.workWeekStartDay`	number	`1`
`overtime.travelCountsTowardBase`	boolean	`false`
`inventory.costingMethod`	string	`manual_only`
`inventory.transferApproval.thresholdCents`	null	`null`
`inventory.transferApproval.officeApprovalCeilingCents`	number	`0`
`priceBook.marginFloorPct`	number	`35`
`priceBook.roundingStrategy`	string	`exact`
`priceBook.memberTierDeltaPct`	number	`-10`
`priceBook.commercialTierDeltaPct`	number	`-15`
`fieldApp.hideSellPriceFromTechnicians`	boolean	`false`
`fieldApp.autoArrive`	boolean	`false`
`compliance.credentialExpiryThresholdDays`	number	`30`
`compliance.inspectionCredentialPolicy`	string	`block`
`completionGates.mandatoryTasks`	string	`required`
`completionGates.mandatoryInspectionItems`	string	`required`
`frosty.enabled`	boolean	`false`
`apMatching.toleranceCents`	number	`2500`
`apMatching.toleranceBps`	number	`200`
`deposits.enabled`	boolean	`false`
`deposits.basis`	string	`none`
`deposits.percentBps`	number	`2000`
`deposits.fixedAmountCents`	number	`0`
`deposits.treatment`	string	`appliedToFinalInvoice`
`calloutFee.enabled`	boolean	`false`
`calloutFee.amountCents`	number	`0`
`calloutFee.covers`	string	`driveTimePlusFirstHour`
`calloutFee.firstHourMinimum`	boolean	`true`
`financeCharges.enabled`	boolean	`false`
`financeCharges.basis`	string	`percentPerMonth`
`financeCharges.monthlyRateBps`	number	`150`
`financeCharges.flatAmountCents`	number	`0`
`financeCharges.graceDays`	number	`0`
`financeCharges.minimumChargeCents`	number	`0`
`rentalMovementBilling.transportChargeCents`	number	`0`
`rentalMovementBilling.installLaborChargeCents`	number	`0`
`rentalMovementBilling.deinstallLaborChargeCents`	number	`0`
`rentals.defaultYardBranchId`	null	`null`
`rentals.depositForfeitureEnabled`	boolean	`false`
`rentals.openEndedTierPricing`	string	`flat`
`billableTime.roundingMode`	string	`exact`
`billableTime.laborPricebookItemId`	null	`null`
`warranty.reportingEnabled`	boolean	`false`
`warranty.secureAttachmentsEnabled`	boolean	`false`
`warranty.attachmentRetentionDays`	number	`365`
`agreements.renewalHorizonDays`	number	`30`
`agreements.renewalReminderStageDays`	array	`[]`
`agreements.expiryGraceDays`	number	`0`
`agreements.defaultRenewalEscalationBps`	number	`500`
`customerLifecycle.inactivityLapseDays`	number	`540`
`inquiries.staleCaptureHours`	number	`4`
`inquiries.captureRetentionDays`	number	`365`
`projectBudgetAlerts.watchPercent`	number	`80`
`jobCosting.reportsEnabled`	boolean	`false`
`jobCosting.captureEnabled`	boolean	`false`
`jobCosting.compensationEnabled`	boolean	`false`
`jobCosting.backfillCompletedAt`	null	`null`
`jobCosting.backfillCount`	null	`null`
`agentSpend.monthlyCeilingUsd`	number	`50`
`prevailingWage.enabled`	boolean	`false`
`support.bugReportEntry`	string	`on`
`crm.intakeRetentionDays`	number	`730`
`platformApi.governedWrites`	string	`suggest`
`accounting.pushImportedInvoicesToQbo`	boolean	`false`

Optional modules (capabilities)

These are standard module defaults, rather than a list of modules enabled for your company. Check Settings → Capabilities for your available modules.

Module	Default
Rentals & Leasing	Off
Capital Planning	Off
Marketing	Off
Customer portal	Off
Vendor portal	Off
HVAC pack	Off
Fire & Life Safety pack	Off
Commercial Plumbing pack	Off
Commercial Electrical pack	Off
Elevators & Escalators pack	Off
Accounting sync	Off

Settings reference

Org settings

Optional modules (capabilities)

On this page