⚙ Settings

Company Settings

Business details, branding, and default invoice configuration.

Business Information

Address

Logo

Logo Preview
Click to upload or drag & drop
PNG, JPG, SVG · Max 2 MB

Defaults & Invoice Settings

e.g. INV-, BM-, BLM-
Federal GST — currently 5%
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My Profile

Your personal information and account security.

Account Overview

S

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Owner
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Change Password

✓ Password updated

Users & Access

Manage team members, roles, and permissions.

Team Members

Name Email Role Status Last Login Actions
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Tax & Finance

Tax rates, invoice defaults, and accepted payment methods.

Tax Rates

Name Rate % Type Default Actions
GST 5.00% GST Default

Invoice Defaults

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Accepted Payment Methods

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Notifications

Control which events trigger notifications for your account.

Alert Preferences

New job assigned to me
Get notified when a job is assigned to your account
Invoice overdue
Alert when an invoice passes its due date
Estimate approved by client
Notify when a client approves an estimate
Work order completed
Alert when a crew member marks a work order done
Certification expiring (30 days)
Warn when a crew certification is within 30 days of expiry
New safety incident reported
Immediate alert when a safety incident is filed
Weekly summary email
Receive a digest every Monday morning
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Email Integration (EmailJS)

Sign up free ↗

Connect EmailJS to send invoices and estimates directly from SummitOS — no server needed. Free tier: 200 emails/month. Setup: emailjs.com → Create Account → Add Email Service → Create Template → paste IDs below.

EmailJS Template variables to use in your template:
{{to_email}} — Recipient email  |  {{to_name}} — Recipient name  |  {{subject}} — Email subject
{{message}} — Email body  |  {{from_name}} — Sender name  |  {{reply_to}} — Reply-to email
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Email Configuration

Connect your Hostinger (or any SMTP) email so SummitOS sends invoices, estimates, and reminders from your own address.

How It Works

1️⃣
Enter SMTP Settings
Add your Hostinger SMTP host, port, email address and password below.
2️⃣
Deploy Once
Run two terminal commands (shown below) to activate the email relay. One-time setup only.
3️⃣
Send from SummitOS
Email invoices & estimates directly from your own address. No third-party service needed.

SMTP / Outgoing Mail Settings

Hostinger SMTP Settings
Host: smtp.hostinger.com  —  Port: 587 (STARTTLS — recommended) or 465 (SSL)  —  Username: your full email address
Use SSL/TLS encryption
Keep on for port 465. Turn off for port 587 (STARTTLS).
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⚙ One-Time Activation (Terminal)

Because browsers can't connect to SMTP directly, SummitOS uses a Supabase Edge Function as a secure email relay. Run these commands once in your terminal:

Step 1 — Install Supabase CLI (if not installed)
npm install -g supabase
Step 2 — Login & link your project
supabase login
supabase link --project-ref pmzvstvnraqsahpnkdoz
Step 3 — Deploy the email function
supabase functions deploy send-email --no-verify-jwt
Step 4 — Run from project root: cd C:\Users\mcreg\Desktop\NEXORA work\Apex Exteriors_construction
That's it! Come back here and click "Test Email" to confirm it's working.

Subscription & Billing

Manage your commercial SummitOS workspace plan, user licenses, and payment details.

Active Workspace Tier
Enterprise Edition Demo Sandbox Mode
Workspace: Apex Roofing & Exteriors Ltd. (All 18 enterprise modules unlocked for evaluation)
✔ Live Dynamic BOM ✔ Automated Supplier Dispatch ✔ Multi-Crew Scheduling ✔ Unlimited User Seats
+ Upgrade Live Workspace →
Instant Onboarding • Cancel Anytime
Commercial Plans
Select the right tier for your contracting business
Foundation
$299 CAD / mo
Complete estimating, CRM, job costing & procurement
  • ✔ Up to 10 Active Contractor Seats
  • ✔ Full Estimating & Dynamic BOM Engine
  • ✔ Purchase Orders & Work Orders
  • ✔ Client CRM & Project Dashboard
  • ✔ Document & Photo Vault
  • ✔ Optional Guided Onboarding ($1,000 CAD)
Get Started with Core →
Recommended
Live Intelligence
$599 CAD / mo
Automated live supplier sync & dynamic margin protection
  • Everything in Core plus:
  • ✔ Up to 25 Active Contractor Seats
  • ✔ Live Supplier Feed Ingestion & Staging
  • ✔ Automated Margin Risk & Impact Analysis
  • ✔ Multi-Crew Scheduling & Work Orders
  • ✔ Interactive Client & Subcontractor Portals
  • ✔ Priority 4-Hour Response SLA
  • ✔ Optional Pro Onboarding ($2,500 CAD)
Get Started with Pro →
Custom Platform
Custom Agreement
For multi-branch contractors ($25M+) & custom ERP hooks
  • Everything in Pro plus:
  • ✔ Unlimited Contractor Seats
  • ✔ Multi-Branch & Multi-Entity Hierarchy
  • ✔ Custom API & General Ledger Integrations
  • ✔ Dedicated Solutions Architect
  • ✔ Summit Formula Language (SFL) Custom Rules
  • ✔ Required Custom Implementation ($5,000–$15,000+ CAD)
Talk to Enterprise Solutions →
Enterprise Invoicing & Custom SOWs
Need custom supplier integrations, custom ERP hooks, or multi-entity billing?
SummitOS v2.0 · Architecture by NEXORA