Account settings worth knowing about

There is not much here, which is the point. Most of what other systems call configuration is, in LakeOps, just your own data — your services, your item types, your lakes, your rates.

The business

Your company name and your time zone. The name is what customers see on their completion page and on an exported report; it is your business’s name, not ours.

The time zone is worth getting right before your first season. Every timestamp in the app and every date range in the reports is read against it, so a job completed at nine in the evening should land on the day it actually happened.

What your customers see

On the same page: your logo, brand color, support phone, support email and website, shown on every page and email your customers get from you. The support email is where their replies land — leave it blank and replies go to the account owner, never to a no-reply address. People who can configure payments also set the name on customers’ card statements here. What reaches Stripe, and when, is in your name on checkout and card statements.

How you take payment

The one genuinely consequential setting, and it lives on its own page, Settings → Payments. Two choices — customers pay through LakeOps, or you bill them yourself off the report — and one switch between them, Turn on LakeOps Payments / Turn off LakeOps Payments. See LakeOps Payments.

Payment configuration is owner-level: the owner, or an admin, sets it, and a role without that permission does not see those settings.

The lists that shape everything else

These live under Settings too, and they are worth an hour before you load your customers:

List	What it decides
Services	Install, removal, repair — the work you sell. Every service plan, job and rate points at one. A service knows whether it is putting equipment in the water or taking it out, which is how the crew gets the right notes and the right destination pin.
Item types	Dock, lift, canopy, raft. Gives items an icon on the map and is what your price list prices against.
Lakes and zones	The water you work, and how it is cut up for dispatch. See lakes and zones.
Equipment	Your barges, boats and trucks, and what kind each one is. See equipment types.
Rates	Your prices. See setting your price list.
People and roles	Who can sign in and what they can reach. See adding people.

Completion emails

On by default: completing a job emails the customer a link to what was done. They can be turned off for a whole account if you would rather review the work before anyone outside sees it — ask us. See charge on completion.

The activity log

Not a setting, but it lives in the same corner and it answers the questions settings screens usually cannot: who moved that pin, who changed those roles, who completed that job, when this season was generated. It exports to CSV like every other report.