ReferenceGenerated
Settings reference
Every configurable per-shop setting in Thermal, its default value, and which plan tier includes each optional module — generated directly from the settings schema, so a new setting shows up here automatically the next time this doc regenerates.
Org settings
A brand-new shop starts with these defaults. Settings are edited from the in-app Settings pages; nothing here requires support or engineering involvement to change.
| Setting | Type | Default |
|---|---|---|
planTier | string | core |
capabilities.rentals | boolean | false |
capabilities.marketing | boolean | false |
capabilities.customer-portal | boolean | false |
capabilities.vendor-portal | boolean | false |
entitlements.seatsPurchased | null | null |
entitlements.trial | null | null |
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.equipment-health | string | suggest |
automation.moduleLevels.kpi-watch | string | suggest |
automation.moduleLevels.upsell | string | off |
automation.moduleLevels.ar-collections | string | suggest |
automation.moduleLevels.quote-follow-up | string | suggest |
automation.moduleLevels.agreement-renewal | string | suggest |
automation.moduleLevels.pm-sweep | string | auto |
automation.moduleLevels.pm-optimization | string | suggest |
automation.rateCaps.smart-scheduling | number | 6 |
automation.guardrails.afterHoursDispatch | boolean | true |
automation.guardrails.sendToCustomer | boolean | true |
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 |
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 |
invoicing.taxProvider | string | manual |
invoicing.taxRateBps | number | 0 |
invoicing.paymentTermsDays | number | 30 |
invoicing.invoicePrefix | string | INV |
invoicing.estimatePrefix | string | P |
invoicing.workOrderPrefix | string | WO |
invoicing.defaultNotes | string | (empty string) |
invoicing.billingEngineProvider | string | platform_default |
proposals.financingAprBps | number | 990 |
proposals.financingTermMonths | number | 60 |
notifications.enabled | boolean | false |
notifications.appointmentReminder | boolean | false |
notifications.enRoute | boolean | false |
notifications.jobAssigned | boolean | false |
notifications.invoiceSent | boolean | false |
notifications.invoiceReminder | boolean | false |
notifications.proposalReminder | boolean | false |
notifications.proposalSent | boolean | false |
notifications.inspectionSent | boolean | false |
notifications.agreementRenewalReminder | boolean | false |
webhooks.enabled | boolean | false |
nte.warnThresholdPct | number | 80 |
nte.enforcement | string | warn |
payroll.cadence | string | biweekly |
payroll.anchorDate | string | 2026-01-02 |
inventory.costingMethod | string | manual_only |
priceBook.marginFloorPct | number | 35 |
priceBook.roundingStrategy | string | exact |
priceBook.memberTierDeltaPct | number | -10 |
priceBook.commercialTierDeltaPct | number | -15 |
Optional modules (capabilities)
Modules a shop can turn on à la carte, or that come bundled with a plan tier.
| Module | Default (à la carte) | Core | Growth | Scale |
|---|---|---|---|---|
| Rentals | Off | — | — | — |
| Marketing | Off | — | Included | Included |
| Customer Portal | Off | — | Included | Included |
| Vendor Portal | Off | — | — | Included |
Plan tiers
| Feature | Included from |
|---|---|
| Marketing | Growth |
| Customer Portal | Growth |
| Vendor Portal | Scale |