Your own settings
- Language: Settings → You → Language: English or Español. Texts, emails and pages customers see stay in English.
- Look: Profile → Appearance: Automatic (follows the phone), Light or Dark, and a choice of colours, including one that's safe for colour blindness.
- Lock Pipr (phone only, in Profile): asks for Face ID, a fingerprint or the phone's passcode when Pipr opens and after five minutes away. It's set on each phone separately.
The shop's settings
They come in groups, each under its heading: Shop (the pages and your shop's own details), Payments, Customers, Technicians and Your records, with Pricing and Timesheets in the web app.
| Setting | What it does | Who |
|---|---|---|
| Needs attention | Anything Stripe or QuickBooks refused. More | Owner |
| Users | Your team: roles, labour cost, invites and sign-ins. More | Owner, web |
| Price Book | Jobs, parts and suppliers. More | Owner, web |
| Membership plans | Your maintenance plans and their rules. More | Owner, web |
| What work does your shop do? | Your trades: plumbing, heating and cooling, electrical. Keep at least one. | Owner |
| Your license number | Printed on your estimates and bills. Type them all if you hold more than one. | Owner |
| Your color | The color customers see on your estimates, bills and PDFs, online booking and their own account pages. Tap a color or type the code from your sign or van; Use Pipr's blue goes back. | Owner |
| Card payments (Stripe) | Connect your Stripe account. More | Owner |
| QuickBooks | Connect QuickBooks Online. More | Owner |
| Sales tax rate | The rate new bills start with. | Owner |
| Pricing | Your hourly rate and the three parts markups. More | Owner, web |
| Google reviews | Your review link. More | Owner |
| Estimates are good for | How many days an estimate is good for (30 unless you change it). | Owner |
| Timesheets | Your time zone and the day your week starts. | Owner, web |
| Technicians | Technicians see days after today (their own Calendar tab) and Technicians can change prices. | Owner |
| Moving from another app | Switching from Jobber, Housecall Pro or a spreadsheet: download everything the old app offers and add the files here. Pipr keeps every file (they are in your records download too) and brings your customers and their addresses in (each address checked on Google Maps first: the ones Google can't find are listed for you to fix, and the rest come in on the map, in Google's spelling unless you turn that off), with their past jobs, invoices and quotes as lines under Before Pipr on each customer's page (never Pipr bills). Quotes never approved and visits still to come are listed to follow up and book again. People already in Pipr are left as they are, and nothing comes in twice. | Owner, web |
"Web" means the setting is changed in the web app on a computer; the rest can be changed on the phone too.