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AR

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Shows on comments, task cards and the schedule instead of initials.

Profile Information

Update your account's profile information and email address.

Update Password

Ensure your account is using a long, random password to stay secure.

Color theme

Applies for everyone on this business, not just your browser.

Navigation

Where the main menu sits, for everyone on this business. On a phone the side menu becomes tabs along the bottom.

Business Name & Logo

Shown in the top nav, the browser tab, printed/emailed documents, and customer texts.

Business name is fixed on this demo.

Your logo, shown in the top nav and on printed/emailed documents.

None

PNG or JPG, up to 10MB.

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Money Tracking

Quotes, payments, and revenue reporting across the whole app. Materials and scheduling aren't affected either way.

Sales Tax

One rate for your business. When it's on, quote and invoice lines marked taxable get it added on top — catalog items start out taxable (change any item under Catalog), labor and custom lines don't, and you can flip any line while building. Customers can be marked tax exempt on their profile. Stripe collects it and QuickBooks receives it, so nothing needs re-entering.

Card Payments

Connect your own Stripe account — not ours — so admins and crewed technicians can invoice and charge your customers' cards right from a job, and the money goes straight to you. No API keys, no Stripe dashboard setup — Stripe walks you through everything, and card numbers never touch our servers.

Card payments are disabled on this demo tenant — a real business connects their own Stripe account in a few clicks, no API keys required.

SMS Messaging

Send quotes, invoices, appointment updates, and other service communications to customers by text message.

Messaging setup is disabled on this demo tenant — a real business connects this in seconds, no Twilio account required.

Email

Emails quotes, invoices, and appointment updates to customers — no email account or setup required.

Scheduling

Minimum gap kept open between a technician's appointments — prevents suggesting or allowing back-to-back bookings with no time to travel between jobs.

Shop Address

Where a technician's day starts and ends by default when the travel-time check above is on — a technician with their own home base set on their employee profile uses that instead, for their own day.

Default working hours

The company's normal week. Every new field employee starts with these hours, so nobody sets seven days by hand for each hire — change a person's own hours on their record any time.

Calendar colors

Give the calendar's colors names that mean something to your team — "Emergency", "Estimates", "Warranty". The name shows wherever a color is picked. Leave one blank to keep its default name.

Employees & Roles

Manage the employee directory (every account regardless of role — Admin, technician, or a custom role) and define custom roles like Office Manager or Sales, each with its own set of permissions. What you call technicians — "Installer," "Crew Member," etc. instead of "Technician" — is also renamed from the roles page.

Crews

Turn this on if you organize work around standing crews (e.g. "Team A" is always the same two or three people) rather than always assigning technicians individually. Once on, you can name crews and pick one as a shortcut when scheduling — appointments still assign the actual individual people underneath, so nothing about how scheduling works changes if you turn this back off later.

Certifications

Turn this on if some technicians aren't qualified for every kind of visit (e.g. anyone can do labor, but only certified technicians can do a survey). Once on, mark specific visit types as "Requires certification" from Job Types, then pick who's certified from each technician's own edit page — the scheduling board only offers certified people for those visit types after that.

Time Tracking

Turn this on to let employees clock in/out (with a GPS tag captured at each event, not a live location feed) and give admins a Timesheets view to review, correct, and add entries. Turning it off only hides the clock-in widget and the Timesheets page going forward — it does not delete any existing entries.

Product Catalog

Turn this on if you sell or install specific named products, models, or service packages (an AC unit model, an awning system, a pest-control plan). Once on, define your catalog and record which item each customer currently has from their profile — a technician sees it before arriving on site. If you only track simple stocked consumables, leave this off.

Inventory

The stock you keep on hand to do the work — items, quantities, low-stock alerts, and (if you've turned it on) where each item physically is.

Counter sales

For a shop that sells parts over the counter. Each item's page gets a Sell button: how many, how they paid, done, with a receipt to print. No customer or job needed. Every sale is listed under Sales with who sold it, and Reports shows your sales next to your jobs.

Default markup on parts

Any part can be marked up on its own page (its cost stays private; its sale price goes on quotes, invoices and counter sales). Turn this on to mark up every other part by a default percentage too. Leave it off if you bill parts at cost unless you say otherwise.

Notifications

What buzzes your devices. Unread badges always show.

Saved.

Alerts on this device

Get a notification even with Vane closed. On an iPhone, add Vane to the Home Screen first.

Muted threads

Quiet ones don't count toward your badge or buzz you. Mute from a thread's header.

Nothing muted.

Channels

Rooms for the whole business or a slice of it. Everyone and Field crew are built in. Private channels are members-only; archived ones go read-only.

• # 5 members announcements built in Who can post
  Who can post Everyone Only these people

  Everyone still reads and can reply in threads. People who manage channels can always post.

  Save Cancel
• # 5 members announcements built in Who can post
  Who can post Everyone Only these people

  Everyone still reads and can reply in threads. People who manage channels can always post.

  Save Cancel

QuickBooks Online

QuickBooks is disabled on this demo tenant — a real business connects their own QuickBooks Online company in a few clicks, and customers, invoices, payments, refunds and fees sync automatically.

Google Calendar

Google Calendar import is disabled on this demo tenant — a real business connects their Google account (read-only) and walks through their existing appointments one at a time, deciding which customer and which person each one belongs to.

Upload your customer data

Not on QuickBooks? Export your customers from Jobber, Housecall Pro, or any other system, or upload the spreadsheet you keep today. Our team loads it into your account — usually within 48 hours, and during your trial if you're still on one. Customers already in the system aren't duplicated.

File uploads are turned off on this demo — on a real account this is where you'd drop your export.

Your Vane Subscription

Billing for this platform itself — separate from the Card Payments section under Money & Payments, which is your own Stripe account for collecting payment from your customers.

3619 days left — trial ends Sep 7, 2036. Add a payment method anytime before then to avoid interruption; you won't be charged until the trial ends.

$0/mo — no payment method on file

Users

$199/mo includes 10 users. Add or remove capacity anytime in buckets of 5 for $50/mo each.

Add a payment method first to purchase additional user capacity.

Support tickets are disabled on this demo tenant — a real business files a ticket here, follows the conversation with the Vane team, and sees anything still open on its Dashboard.