Set up Clamp · Guide 2 of 19

The Settings menu, section by section

Updated Oct 9, 2026

What it's for. Settings is where you tell Clamp about your business once: your costs, your markup, how your documents read, who's on your team, and what it tracks on its own. Then every lead, estimate and job uses it. This page walks the whole menu top to bottom, says what each row does, and links to the guide for anything that takes more than a minute.

Settings, top: search, Ask Anything, Getting started, Your data

Finding your way around

Search. The bar at the top finds any setting by name or by what it does: try "mileage", "tax" or "logo".
Ask Anything. Send a question straight to the developer, who answers every one.
Getting started. The setup steps that matter most, until they're done. See the six Getting started steps.
Who sees what. The owner and admins see everything. Staff, contributors and viewers on a team don't see Your business, Sharing or Accountant export. Some rows need a plan, as the tables below say.

Your data

Row	What it does	Read next
Data & Backup	Cloud backup and restore, backup files for moving to a new phone, recently deleted leads, importing and exporting leads as CSV, and crash recovery. A ! means a backup is overdue.	Backing up and restoring your data
Accountant export	A package of CSV files for your bookkeeper for any period: customer payments, job costs and expenses, bills owed, and a summary that reconciles them, as one .zip. Needs a plan (Solo, Assistant or Teams, including the trial), and on a team it's for the owner and admins.	The accountant export
Help improve AI estimates	On by default. Clamp keeps a copy of your estimate descriptions, its drafts, your corrections and the job's ZIP code to make estimates more accurate. Open it to turn that off or delete what it saved.

Your business

The owner and admins see this section.

Row	What it does	Read next
Pricing	Your overhead, your profit goal and the markups they produce, in that order. Also: Saved Rates, Labor Costs (rates by role) and Owner Labor (your own rate).	Setting your overhead, Setting your markup, Setting labor costs
Business & Documents	Business details that print on every document (name, license, address, logo, payment notes), sales tax, payment methods, mileage rates and odometer. Document defaults: expirations, includes and excludes, when stage payments are due, payment schedules, templates, attachments, notices and your default terms and conditions. Also the job cost review schedule.	Your business profile and document defaults
Lead Customization	Your lead sources, tab badges, timeline labels, job length presets and how long before a lead counts as not moving.
Vendors	Your suppliers and subs, so receipts and bills file under the right name, and merchants that still need a vendor.	How to track job receipts
Payment accounts	The bank and card accounts money comes in and goes out of, named the way your accountant knows them.	The accountant export
Lead Statistics	Close rates by fit and lead source, and why leads were lost. Needs a plan.	What close rate you need

Sharing

The owner and admins see this section.

Row	What it does	Plan	Read next
Team	Invite teammates and set their roles. Your seats and who is using them.	Teams	Teams and sharing
Schedule types	The kinds of items on your Jobsites schedule: Install, Delivery, Inspection, Work day and your own.	Teams	How to coordinate a jobsite
Customer portal	How long a customer stays signed in, and turning one customer's access off or back on.	Assistant	The customer portal
Business portal	Your leads, mileage and receipts in any web browser, and who on your team can open it.	Assistant	Teams and sharing
Document signing	How each kind of document is signed by default (in person, by request, or either) and how many days a signature request stays open when the document has no expiration date of its own.	Assistant	The customer portal

Without Teams, the Team and Schedule types rows don't show; a Bring your team into Clamp card takes their place. The Assistant rows still show without the plan, and tapping one explains what the plan adds.

On the job

Row	What it does	Read next
Auto-Detect Trips	Records trips on its own for your mileage log. Once it's on: tracking notifications and a custom tracking schedule. On the phone app only.	Auto mileage tracking
Mileage Tracking	Location permission for trip detection, with Enable if Clamp can't track in the background. On the phone app only.	Auto mileage tracking
Auto-Track Site Visits	Logs time at your job sites with no clock in or out. On the phone app only.	Auto time on site
Time on Site	Which places are watched (Smart or Favorites only), the minimum visit length, pinned leads and favorite locations. For the owner and admins: Owner Labor (your own rate) and an hours-only view that hides dollar amounts.	Auto time on site
Reminders	Follow-up and appointment alerts, with a switch for each right on this screen.	How to handle the first call

Account

Row	What it does
Your profile	Your name and phone, your sign-in email, marketing email, and deleting your account.
Manage subscriptions	Your plan, upgrading, switching or canceling, restoring a purchase, and what to do about a charge you didn't expect.
Appearance	Light, dark, or follow your phone. Dark Mode also has a switch right here.
Help & About	Support and feedback, a replay of the welcome tour, how the app works, guides, the newsletter, the business self-assessment, leaving a review, and the privacy policy and terms.