The Settings section is the control center for your Apex Rental Pro account. Here you configure your business identity, emailing, tax rates, contract terms, Google Calendar, payment processing, notifications, and other system-wide defaults.
Navigate to Settings from the sidebar menu. Settings is organized into tabbed panels:
Set your core business details that appear on PDFs, emails, and the customer-facing contract signing page:
| Setting | Description |
|---|---|
| Business Name | Your company name — appears on PDFs, emails, and contract headers |
| Business Phone | Contact phone — appears on PDFs and emails |
| Business Email | Contact email — appears on PDFs and emails; used as the "from" name |
| Business Address | Physical address — used for address autocomplete bias in event forms |
| Business Logo URL | URL or path to your logo image — appears on PDFs and emails (e.g., https://yourcompany.com/logo.png) |
| Setting | Description |
|---|---|
| Tax Enabled | Master toggle — if disabled, no tax is calculated on any event or quote |
| Tax Percentage | Default tax percentage (e.g., 6 for 6%). Applied to new events and quotes |
Tax can be overridden per-event or per-quote by marking as "Tax Exempt."
The Contract Terms editor lets you write the default contract agreement that customers sign. This is a rich-text HTML editor.
The contract terms support variables:
{{business_name}} — inserts your business nameYou can format the agreement with headings, paragraphs, lists, and bold/italic text. The default contract includes standard rental sections: payment, cancellation, customer responsibilities, damages, weather policy, and liability.
Contract terms set here are used as the default template. You can also create named contract templates with different terms under Settings > Contract Templates.
| Setting | Description |
|---|---|
| Enable Pickup Reviews | Whether to prompt for customer/equipment reviews after pickup |
| Pickup Alert Days | Number of days after an event before a pickup overdue alert shows (default: 2) |
| Setting | Description |
|---|---|
| Default Tent Width | Default width (ft) for new layouts |
| Default Tent Length | Default length (ft) for new layouts |
| Default Tent Type | frame or pole — affects center pole rendering |
For the legacy service-account-based Google Calendar integration:
| Setting | Description |
|---|---|
| Google Calendar ID | The calendar ID to sync events to (e.g., primary or a specific calendar email) |
| Service Account Credentials | Paste your Google Cloud service account credentials here |
Note: The service account credentials are stored securely. The settings page only shows whether they've been set, not the actual values. For most users, the OAuth-based Google Calendar connection (under Integrations) is easier to set up.
First-time setup is guided by an onboarding wizard that walks you through setting your business name, logo, contact info, theme preferences, and industry profile (Rental or Lawn Care). Once onboarding is complete, you land directly in the main application. Settings can be adjusted at any time after onboarding. See Onboarding for details on the wizard.
Under the Business panel, Industry Profile switches the app between two modes:
See Lawn Care for the full lawn-care-specific feature set.
Under the Payments panel, configure how customers pay you:
Payment processor configuration only affects how customers pay online. Cash, check, or external card-reader payments can still be logged manually on any invoice.
Under the Notifications panel, choose what triggers an email to your business address:
Toggle each independently. Mobile push notifications are configured per-device in the mobile app under Settings → Notifications.
Navigate to Settings > Updates to see the current app version and release notes. New update notes are shown automatically when you log in after a version upgrade. After reading them, click "Dismiss" to mark them as seen.
/public directory), use a relative path like /logo.png. If it's hosted externally, use a full URL. The system will attempt to fetch the image when generating PDFs — if the URL is incorrect or the image is unreachable, PDFs will render without a logo.6 for 6%, not 0.06. The Settings field is labeled as a percentage and converts it for calculations automatically.