User Guide
User Guide

Settings & integrations

Manage your account, subscription, and connected apps

← All topics
1
Open Settings
Open the More menu and tap Settings at the bottom (on the web app, it's at the bottom of the left sidebar). Your company details live on Business Profile — see Getting started.
2
Account and subscription
The Account section shows your login email and lets you Change password. Below it, your subscription card shows your plan. On the free plan you'll see how many jobs, estimates, and invoices you've used and an Upgrade button; subscribers tap Manage to change or cancel their plan.
3
Appearance
Switch between light and dark mode with the Dark Mode toggle.
4
Integrations
The Integrations section connects EPX to QuickBooks Online (export invoices and expenses for bookkeeping) and Google Calendar (put scheduled jobs on your calendar). Tap Connect next to either one to get started. See the Payments and Calendar guides for details.
5
Help, legal, and sign out
Under Support, tap Instructions & Help to open this guide or Contact Support to reach us. You'll also find the Privacy Policy and Terms of Service, the sign-out button, and — under Danger Zone — Delete Account.