Account settings

Account settings change how forms and lists work for your team. The account supervisor opens them. Do not put integration keys or payment-gateway data here.

What this guide covers

• Product guides: the first sidebar item is also Account Settings — your profile under My Account. When Sanad is available, Product guides on that page lets you Replay the Sanad intro. Skipping a guide does not hide Sanad. See getting started.
• Account services: the services that appear when you create a request or assign a provider.
• Hide price from customer: when on, the customer app never shows a price figure to customers — the service type and their own name still show. Price approval then goes through a tenant supervisor on the customer's behalf instead.
• Enable budget feature: when on, budget-related screens appear on the dashboard, reports, and mobile. When off, all budget features are hidden from users. New accounts have this on.
• Enable Inventory Module: on for new accounts. When on, Inventory and Vendors appear on the menu, and materials can be linked on requests and maintenance contracts. When off, those screens are hidden. Existing accounts keep the choice already saved.
• Public form / customer app: visit date and visit time are separate. When time is hidden, the day picker stays and midnight is stored as the internal default. When time is visible, required/optional follows the setting.
• Past scheduling: an opt-in (off by default). When on, public and customer forms do not cap how far back a day can go, while same-day rules still apply. Blackouts still block those days.
• Account translations: replace a phrase the team sees without changing the product meaning.
• Printed QR codes: colors, logo, the name and caption under the code, and whether new downloads use a compact short URL such as qr.nabeeh.net. Turn short QR links off only if you want new downloads to use the long app URL; codes already printed keep working.
• Maintenance Request Print Templates: the layout of the printed maintenance request report. Turn on Custom Fields, then select which request fields to print. If you turn the section on and select none, that section is omitted. Existing templates keep their old printed layout until you save this choice. Drag sections on the View Order tab to move Custom Fields among the other blocks.
• WhatsApp Integration: open it from Account Settings. Follow the Meta setup guide on that screen. Do not paste tokens or secrets into this manual. If a customer reminder fails to send, retry from the maintenance request profile and tell the supervisor.

Print QR codes after these choices are stable. Changing the form after stickers are up confuses residents.

Note: Notification settings and the account subscription have their own lists under settings. A subscription invoice is not a visit invoice; see invoices.

What to read next

• Getting started — how to ask Sanad, and the other places you can replay the intro.
• Inventory — items and stock; on for new accounts, and can be turned off here.
• Notifications — a separate settings list for team alerts.
• Invoices — a subscription invoice is not a visit invoice.
• Subscription and free trial — trial days, limits, and what happens when the trial ends.
• QR codes — print codes after the public form fields are stable.
• Maintenance requests — print a request after the template includes the custom fields you need.
• Custom fields — add extra fields on properties, contracts, assets, materials, or requests.

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