Find a Setting
Jump to the Settings tab you need — Company, Team, Billing, Work Types, Taxes, Automations — without duplicating those how-tos.
Updated October 1, 2026
Open Settings. The sidebar groups tabs as Account, Organization, and Operations. SettingsSetup Wizard sits above those groups when you still have setup to finish.
Use the wizard for first-time setup
SettingsSetup Wizard walks required company steps plus later Optimize items (portal, dispatch, vehicles, and more). It remembers where you left off. Company admins and office managers can run it. Connect Stripe and Integrations (QuickBooks Online) stay Admin-only — an office manager sees a note to skip those and ask an admin. Guided paths live under HelpTraining; see Complete Guided Training.
Jump to the tab that matches the task
Use the map below. Field crew only see Account (plus Notifications). Suspended companies are limited to Billing and Security.
Ask SOLIVEN about the tab you are on
On any Settings tab, open the hex SOLIVEN button (bottom right) → On This Page → Review These Settings. Type a question or pick a prompt such as Help me understand how to fill this page out. SOLIVEN reads Help articles and, on many tabs, the values you already set. It recommends what to change; it does not save for you. Ask SOLIVEN a Question is still general how-to for the rest of the app.
Account
My Account, Availability, Security, Customer Support, Notifications — your user, not the company. SettingsCustomer Support lists what you sent from Send Feedback, on two tabs that match the request type: SettingsCustomer SupportSupport Requests for bugs, security reports, and questions, and SettingsCustomer SupportNew Feature Requests for feature requests. When OpsVara marks a support request Resolved (or Closed without Resolved), you get a bell (Your ticket was resolved / Your ticket was closed) and an email; both open the matching tab on that ticket, and reply emails name the tab to go to. Moving Resolved → Closed does not notify again. Mute under SettingsNotifications → Your support request was resolved. A staff reply is a separate OpsVara support replied notice (Replies from OpsVara support).
Organization
| Tab | Open this help |
|---|---|
| Company | Set up your company profile |
| Team / Roles | Invite your team; phone opt-in for Staff Directory |
| Billing | Plan, add-ons such as Advanced Reporting, accepted payment methods |
| Customer Portal | Invite customers to the portal |
| Customer Notifications | Email/text toggles per event, including Portal invite |
| Taxes | Use-tax jurisdictions and rates (every plan). Use Tax Exempt Symptoms covers the chips that skip tax on recorded treatment issues. |
| Compensation | Set Up Worker Compensation — activating re-prices visits already completed in the open pay period |
| Automations | Automatically send draft invoices |
| Integrations | Connected apps (when your plan includes them) |
| SOLIVEN | Prompts and assignment settings |
| Training | Your company's own guides, PDFs and links (Training library). Not the same as HelpTraining (Set Up OpsVara / Your First Job). Add resources here; the team reads them on Training → Library. |
Operations
| Tab | Open this help |
|---|---|
| Dispatch / Vehicles | Depot and groups for Dispatch; trucks for clock-in. After trucks exist, Set Up Stock Locations turns them into Vehicle stock with Add from Vehicles. |
| Work Types | Cadence, contract-on-approval, photos, visit checklists, one-off jobs, and Scheduled jobs must be under a contract (per work type; unset inherits the industry default; Estimate never requires one and hides the switch) — also schedule a visit |
| Skills Catalog | Skills SOLIVEN uses with work types |
| Templates, Terms & Billing | Quote/contract templates (Help path: SettingsQuote Templates) |
| Chemical Billing | Bill chemicals used on invoices |
| Water Chemistry | Water Chemistry FAQ; why the defaults are these numbers; the Dosing Rules section at the bottom is Dosing Rules and Application Rates |
| Treatment Protocols | Configure Treatment Protocols; aquatic accounts also find Application Rates & Coverage here, covered by Dosing Rules and Application Rates, Setting a Rate as a Concentration, and why the aquatic rates are set this way |
| Care Schedule | Periodic add-on tasks — Set Up Care Schedule |
| Vehicle Counts | Inventory stock checks on trucks |
Prices themselves are not a Settings tab — they live under Sales and BillingPricing. See Set your prices.
Verify it worked
The tab you opened matches the table, and a change there (for example Company name) shows on the next quote or invoice PDF you generate.
Open Review These Settings from the hex button while you are still on that tab. The panel title is SOLIVEN — Settings. Closing it clears the chat. Ask SOLIVEN a Question still has its own thread.
Frequently asked questions
I do not see Company or Team. Who can?
Company is for office-tier roles (and Super Admin). Team, Roles, and most Organization tabs are for people who can manage users — typically Admin and Office Manager. Everyone signed in still has Account (My Account, Availability, Security, Customer Support, Notifications).
Where did Quote Templates go?
The Operations tab label is Templates, Terms & Billing. Help links that say Settings → Quote Templates open that same tab.
How do I ask SOLIVEN about the settings on this page?
Stay on the Settings tab, open the hex SOLIVEN button (bottom right), and choose On This Page → Review These Settings. That chat is separate from Ask SOLIVEN a Question. SOLIVEN recommends changes; it does not save them for you.
Can an office manager run the Setup Wizard?
Yes. Connect Stripe and Integrations (QuickBooks Online) stay with Admin. An office manager sees a note to skip those two steps and ask an admin. Guided setup also lives under Help → Training → Set Up OpsVara.
Related guides
- Set up your company profileEnter the company name, mailing address, and time zone that appear on every invoice, quote, and customer email you send.
- Complete Guided TrainingOpen Training from the Help menu, finish Set Up OpsVara as an admin or office manager, then walk a TRAIN - practice customer from quote to paid.
- Set Up Stock LocationsAdd warehouses, trucks, crew kits, and site stock — including Add from Vehicles so job usage draws from the truck the crew signs out.
- 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.
- Invite your teamAdd office staff and field crews, and choose what each role can see and do in OpsVara.
- 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.
- Set your pricesBuild the price book that quotes, contracts, and invoices all draw from, including tiers and renewal increases.
- Automatically Send Draft InvoicesEmail (and optionally text) draft invoices after they sit for a set number of hours, per work type.
- Schedule a VisitCreate a scheduled job for a customer and site, or a one-off visit outside the regular plan.
- 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.
- 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.