Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Settings

Most settings on this page require Admin or Super User role.
Settings are accessible from your name or avatar in the navigation bar. The page is divided into tabs.

​
Account Tab

Available to all users.
  • Email — update your login email address (requires password confirmation)
  • Password — change your password
Organization settings (Admin/Super User only):
  • Company name, phone, email, website, and address
  • Logo — upload your shop logo (JPG or PNG, max 2 MB). The logo appears on quote and invoice PDFs.

​
QuickBooks Tab

Admin or Super User role required.

​
Connecting QuickBooks

  1. Click Connect to QuickBooks.
  2. Sign in to QuickBooks Online and authorize the connection.
  3. Back in settings, select your Income Account from the dropdown.
  4. Save.
The tab shows your connection status. To remove the integration, click Disconnect — you can re-authorize at any time. Re-authorize before the token expires to avoid invoice disruption.

​
Sync Operations

ButtonWhat it does
Sync CustomersSyncs customer records between the app and QB
Sync SubstratesSyncs your substrate list to QB as service/product items

​
Tax Rates Tab

Admin or Super User role required.
Tax rates determine what tax is applied to each work order. Each rate has:
  • Name — e.g. “GST”, “HST (ON)”, “PST (BC)”
  • Percentage — the tax rate as a number (e.g. 13 for 13%)
  • QB Tax Code — the matching tax code in QuickBooks (required for invoice sync)
To add a tax rate: click New Tax Rate, fill in the fields, and save.
Tax rates are assigned per customer — set the right rate on the customer record and it will apply automatically to all their work orders.

​
Notifications Tab

Available to all users. Control which events trigger an email notification for your account. Notification options vary by role:
RoleEvents available
DesignerProof revision requested, design comment added, design approved
ProductionJob ready for production
SalesQuote created, ready to price, ready to send
AdminAll of the above
Toggle each event on or off to match how you prefer to work.

​
Quote Tab

Admin or Super User role required.
Upload your Terms & Conditions PDF here. This document is automatically appended to quote PDFs sent to customers.
  • Accepted format: PDF, max 10 MB
  • To replace the existing file, upload a new one — it overwrites the previous version

​
AutoCalc Tab

Admin or Super User role required.
These values drive automatic pricing calculations on work orders:
  • Labour Rate (per sq ft) — used to calculate labour cost on substrate-based items
  • Default Margin (%) — applied to material cost to calculate the sale price
  • Global Minimum Fee — the minimum charge on any work order
Adjust these to reflect your current shop rates. Changes take effect on new quotes immediately.