Set up your business in the first week

Ten settings pages decide what customers see and how your numbers add up. Do them in this order. On the web, open Settings in the sidebar and pick the group and item; the Zaras app lists the same pages, capitalised (Business Info, Price Book, Tax Settings, Payment Terms, Calendar Settings) where the web reads Business info, Price book, Tax settings, Payment terms, Calendar settings. Most pages need Manage business settings or Manage financial settings, held by owners and admins by default; anyone else asks an owner or admin.

Company and money (do these first)

• Business info — Update your business name, contact details, and timezone. The name is the sender on your emails; address, phone and email print on estimates and invoices. Set the timezone before scheduling anything — This is the clock the whole workspace is scheduled against, so it changes how existing work reads — not just what you see next. Needs Manage business settings.
• Price book — Manage your service catalog, materials, and pricing. Each item is a Service (work you perform), a Material (parts you supply) or a Bundle. Unit price is what the customer pays; Unit cost is Your cost per unit — used for profit. Never shown to customers. Needs Manage financial settings.
• Tax settings — Manage tax rates and default tax behavior. Add tax rate for each rate; Default tax rate marks the one new jobs, estimates and invoices start with. Needs Manage financial settings.
• Numbering — Configure invoice and estimate number formats. A Prefix, Minimum digits and the next number, separately for estimates and invoices. Needs Manage financial settings.
• Payment terms — Set default payment terms for new invoices. Choose Due on receipt or Net terms with a number of days. Needs Manage financial settings.

What customers see

• Customize PDFs — Choose what appears on your invoice and estimate PDFs. Pick the company details, document sections and header and footer text, with a preview. Needs Manage business settings.
• Branding — Logo, colors, and document display. Upload a logo (PNG or JPEG, up to 2 MB) and pick the Primary color used for PDF headers and branded emails. Needs Manage business settings.
• Email templates — Customize email templates for estimates, invoices, and more. A starter set for your trade is seeded when the workspace is created; edit the wording here. Needs Manage templates (a custom role can hold it too).

Scheduling

• Arrival window — Set default arrival window style and duration. The range customers are told to expect, either Begins at scheduled start or Centered around scheduled start. Needs Manage business settings.
• Calendar settings — Layout, density, and working hours. My calendar holds your personal view; Workspace defaults such as Week starts on and Working hours apply to everyone and need Manage business settings.

Your own preferences

Preferences — Display preferences like time format and theme. Theme (Light, Dark, System), Language (English or Spanish) and Time format (12-hour or 24-hour) are personal: they change only your own view, and every member can set them.