Settings

Every item on the app Settings screen — master data, configuration, modules, and protocol options

Enable object types and set defaults for new objects

Create, edit, group sectors and assign object types

Create equipment items, group them, and maintain additional details

Set up checklists to rate sector condition during protocol capture

Create static links for objects — e.g. terms, privacy policy, house rules

Reusable protocol text — with filters, automatic insertion, and in-protocol editing

Understand real estate, vehicle, and other categories

Custom labels, explanatory text, and filters for protocol types (handover, takeback, …)

Import addresses, contacts, and objects from a CSV file into your workspace — with AI-assisted column mapping

Set retention per protocol occasion

Back up and restore settings master data as JSON