Business Settings

Configure your business profile and integrations.

Business Profile

Injected into every AI estimate prompt for this business.

Used in AI prompts and PDF headers.

The overall business niche (e.g. "HVAC" or "Tile & Flooring").

Pre-fills the service type on new estimates and catalog groups.

GoHighLevel Integration

API key and automation webhooks for this business's GHL sub-account.

Private Integration key? Leave this blank — the location is already embedded in the key.
Agency key? Enter your sub-account Location ID (found in GHL URL: app.gohighlevel.com/location/THIS_PART/...).

GHL → Settings → Integrations → Private Integrations → create or copy your key.

Triggered when an estimate is marked as Sent.

Triggered when an estimate is marked as Approved.

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