Settings & Admin
Company details, team, roles, work types, pricing, taxes, and integrations.
Settings is grouped into Account, Organization, and Operations. Find a Setting maps each tab to the how-to that already covers it. Coworker phones live in Use the Staff Directory. Set Up Care Schedule is the Operations catalog of periodic add-on tasks. Use Tax Exempt Symptoms is the Taxes chips that skip use tax on recorded treatment issues. Pool companies: Water Chemistry and Treatment Protocols FAQ and Why Pool Chemistry Defaults Are Set This Way. Aquatic companies: Dosing Rules and Application Rates for the one click that attaches label rates, Setting a Rate as a Concentration for typing a ppb or ppm rule, and Why Aquatic Application Rates Are Set This Way for the label math behind them.
- Find a SettingJump to the Settings tab you need — Company, Team, Billing, Work Types, Taxes, Automations — without duplicating those how-tos.
- Use the Staff DirectoryOpt a coworker's phone into Directories → Staff so the office and field crew can call or text from the device dialer.
- Sync to QuickBooks OnlineConnect the QuickBooks Sync add-on and push customers, invoices, and payments from OpsVara into QuickBooks Online.
- Manage SymptomsWhat a symptom is, where it shows up on a visit, how treatment symptoms and equipment failures differ, and what archiving or deleting one actually touches.
- Set Up Soliven Front DeskTurn on the AI receptionist on your own line, tell it about your business, pick its voice, let it book estimate visits, and review its calls.
- Configure Treatment ProtocolsTell the plan which product to reach for when a crew taps a symptom, which products go together or never together, and what goes on every visit, for pool, pond and lake, and lawn work types.Pool MaintenanceWeed TreatmentLawn Care
- What the Receptionist Can and Cannot DoThe exact list of what Soliven Front Desk does on a call, what it hands to a person, and what it will never say.
- Water Chemistry and Treatment Protocols FAQStraight answers on target ranges, why the chlorine target moves with cyanuric acid, what a Treatment Protocol does, and what actually has to be set up before the Dose Plan sizes chemicals.Pool Maintenance
- Why Pool Chemistry Defaults Are Set This WayWhere the shipped target ranges, chlorine-to-stabilizer rule, dose rates, and Langelier Saturation Index come from, with the public sources behind each number.Pool Maintenance
- Why Aquatic Application Rates Are Set This WayWhere the shipped fluridone, copper sulfate, flumioxazin and pond dye rates come from, how a target concentration becomes an amount from acre-feet, and how site depth and alkalinity change the plan.Weed Treatment
- Setting a Rate as a ConcentrationEnter an aquatic application rate the way the label states it — target ppb or ppm, active ingredient or product, label band — so the treatment plan sizes ounces or pounds from acre-feet.Weed Treatment
- Set Up Care ScheduleBuild a catalog of periodic add-on tasks, attach them to plans, and work due items from Office Ops — filter cleans, aeration, and other extras that ride on top of the regular visit.
- Use Tax Exempt SymptomsTick Exempt Symptoms on a use-tax jurisdiction so chemicals applied for those recorded issues — such as invasive-species control — are not taxed on that visit.
- Set Up Worker CompensationBuild pay tiers with per-visit, hourly or salary terms, assign each worker from a date, write bonus and commission rules, then activate so pay periods, statements and job costs use them.
- Work Across MarketsHow one sign-in works when your company runs several markets in OpsVara, how to switch between them, how to add a teammate who already works in another market, and what stays separate per market.