CleanOrbit | Customize Workspace

◉ CleanOrbit Workspace Customization← Back to dashboard

Sign in to customize your company. Settings and templates are isolated by company.

Connect your company account

Supabase URLPublic anon / publishable keyEmailPassword

Company workspace

Choose company

Only owners can change company preferences. Owners, admins, and managers can edit templates.

Brand & estimating defaults

Display nameAccent colorInvoice prefixDefault hourly wage ($)Payroll burden (%)Target profit margin (%)Notification email

Reusable workflow templates

Create proposal, checklist, and inspection templates with custom sections and tasks. JSON export/import makes them portable.

Import templates (JSON)

Template editor

Template name

Template type

Property type

Sections and subsections

Templates are reusable definitions. Applying them to a proposal, checklist, or inspection requires the corresponding workflow integration.