Team and company setup
Turn JobBuddy modules on or off in Company Settings
Company administrators can use Company Settings to turn optional modules on or off and customize how they work. Settings under Company setup are always available and use Customize instead of an on/off switch.
Before you begin
- You must be a company administrator to change these settings. Other users with an administrative module permission may see a read-only version of the page.
- QuickBooks Invoice Export requires a connected QuickBooks company before its controls become available.
- Instagram Automation requires an eligible professional account connected through Customize before you can turn it on.
- Call Log requires a project selected through Customize before you can turn it on.
My Company → Company Settings
Change a feature
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Open Company Settings
In the portal, open My Company, then select Company Settings.
The page separates optional Features from settings that are always available under Company setup.
Expected result: You should see each available feature with its current state and any action you can take.
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Find the optional module
Under Features, locate Job Clock, Cost Codes, Quantities & Takeoffs, Budgets, Customer Account Numbers, Call Log, QuickBooks Invoice Export, or Instagram Automation.
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Turn the module on or off
Use the switch beside the module. JobBuddy shows Saving… while the change is stored, then updates the row to On or Off.
If the save fails, the switch returns to its previous state and the row displays a safe Try again action.
Expected result: Wait for the row to show On or Off before leaving the page.
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Customize how the module works
When Customize is available, select it to open that module’s settings. Save the dialog before closing it.
Quantities & Takeoffs and Budgets are currently controlled from the row switch and do not have a separate Customize dialog.
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Configure settings that are always available
Under Company setup, use Customize for General, Company Profile, Custom Fields, Tags, Taxes, Estimates, Invoices, Email, Working Hours, and Integrations.
These settings do not have an on/off switch on the Company Settings page.
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Confirm the people who should have access
Turning a module on makes it available at the company level. Each person still needs the applicable role, project access, and any module-specific permission.
Understand the feature types
Use the row controls shown for each type. A missing switch on Company setup is expected.
Optional modules with settings
Job Clock, Cost Codes, Customer Account Numbers, and Call Log
Switch and Customize. Turn the module on or off, then configure its behaviour where needed.
Optional toggle-only modules
Quantities & Takeoffs and Budgets
Switch. The row controls company-level availability.
Connected features
QuickBooks Invoice Export and Instagram Automation
Connect, Customize, then switch. The required external connection must be ready before the feature can be enabled.
Company setup
General, Company Profile, Custom Fields, Tags, Taxes, Estimates, Invoices, Email, Working Hours, and Integrations
Customize. These settings remain available and do not use an on/off switch.
Access still depends on permissions
Turning a feature on does not grant access by itself. User roles, project permissions, and connected-service requirements still apply.
Troubleshooting
The page says Company settings are read only.
Ask a company administrator to make the change. Module-level administrative access does not grant permission to change company settings.
QuickBooks Invoice Export is disabled.
Open Integrations and connect QuickBooks first. If JobBuddy says the invoice settings are unavailable, retry after the connection is healthy or contact support.
Instagram Automation is disabled.
Select Customize and connect an eligible Instagram professional account, then return to the switch.
Call Log will not turn on.
Select Customize and choose the project where JobBuddy should save call logs, then turn the feature on.
A change returned to its previous state.
Read the message shown on the feature row and select Try again. If it continues, keep the exact message and contact JobBuddy support.
A connection-specific feature is not listed.
Confirm that you are signed in as a company administrator. Availability can also depend on your company’s JobBuddy subscription and connected services.
What happens next
- After a successful save, the feature row shows its current On or Off state.
- Enabled modules become available only to users whose roles and project access permit them to use the related workflow.
- Changes made inside a Customize dialog are saved separately from the row switch.