Account, billing & settings

Change your plan, brand invoices, edit emails, and log out.

• How do I change plan or open billing?Open Settings → Billing. Pick a plan. Use the Stripe button for your card and Gatavo invoices.
• What is in Starter, Pro, and Business?Starter is one person. Pro adds the team, repeating jobs, auto reviews, and the website tools. Business adds Income split.
• How do I brand invoices, quotes, and certificates?Logo and company info on Account. Prefixes, footers, and warranty on the Invoice, Quote, and Certificate cards on the same tab.
• How do I edit client emails?Open Settings → Emails. Pick a template. Edit the subject and body. Click Save template.
• How do I connect Zapier, Make, or another tool?Open Settings → Integrations. Under Webhooks, click New webhook. Paste an Outgoing URL. Pick events. Save the signing secret.
• What stays in Gatavo when I disable someone?Jobs, invoices, certificates, settlements, and expenses keep that person’s name and numbers. You are not deleting history.
• How do I turn time tracking on?Settings → Account. Turn on Enable time tracking. Then set each person’s Hourly rate on Team.
• When does the visit reminder go out?Gatavo emails the client about 24 hours before a scheduled visit. Edit the mail in Settings → Emails → Visit reminder.
• How do I log out?Click your initials at the bottom left. Click Log out.