Ignite Operations

Settings

Configure business defaults, workflow rules, notifications, billing, security, and integrations.

Business Profile

Core information used throughout Ignite Operations.

Configured

Business NameOperations EmailDefault Time ZoneDate Format

Business Hours

Monday – Friday7:00 AM – 6:00 PMSaturday8:00 AM – 2:00 PMSundayClosed / Priority response

Operational Defaults

Show demo status labelsKeep fictional/demo context visible in Operations.Use 12-hour time formatShow AM/PM throughout schedules and time entries.

Workflow Defaults

Control how new operational records begin and progress.

Standardized

Default Request PriorityEstimate ValidityNew Job StatusCompletion Requirement

Workflow Automation

Prompt estimate from reviewed service requestSurface the Create Estimate action after request review.Require job completion before final invoiceKeep draft billing available while work is still active.Require closeout photos for commercial jobsUse the Commercial Job Closeout template.

Notifications

Choose which operational events create alerts.

12 rules

Operations Alerts

Urgent service requestsNotify dispatch and Operations Manager immediately.Estimate approvedNotify assigned estimator and project manager.Job placed On HoldAlert dispatch and project manager.Invoice overdueNotify billing manager and account owner.

Urgent Alert ChannelDaily Summary

Billing & Invoices

Set invoice numbering, terms, tax behavior, and payment defaults.

Ready

Invoice PrefixDefault Payment TermsEstimate PrefixDefault Currency

Payment & Tax

Allow card paymentsShow card payment option on customer invoices.Allow ACH paymentsShow ACH instructions on eligible invoices.Apply configured sales tax rulesDemo tax behavior is represented, not processed.

Security & Access

Protect administrative access and preserve an audit trail.

Protected

Account Security

Require MFA for administratorsApplies to Administrator and Operations Manager roles.Require MFA for billing usersProtect invoice and payment access.Record administrative audit eventsTrack role, settings, invoice, and workflow changes.

Session TimeoutPassword Reset Policy

10 of 12 active users have MFA enabled

Review the Team module to complete enrollment.

Review Team

Integrations

Connected services represented in this portfolio concept.

Demo

Stripe PaymentsInvoice payment processing

Connected · Demo

Accounting ExportInvoice and payment handoff

Not connected

Map ServicesJob and technician field mapping

Connected · Demo

Email DeliveryOperational alerts and customer documents

Connected · Demo