Application Settings
In this article
In this article group
Where your organization's settings live, what each page controls, and where to read more about it.
Finding your settings
Open Settings from the main navigation. The pages down the left are grouped into three sections:
Company — Profile, Members
Scheduling & booking — Job limits, Job summary, Office hours, Holidays, Service Area
Calls & messaging — Do Not Contact
Everything here applies to your whole organization. Only Admins can change these settings. If the fields look read-only, you're a Member — ask an Admin on your team, or email support@upsmith.com.
Profile
Organization name is your primary business name. It's how UpSmith identifies your account across the platform and in reporting.
Alias is the name your agents actually use when they talk to your customers. Leave it blank and they'll use the organization name instead. Set an alias when:
you operate under more than one brand
your legal business name isn't the one customers recognize
you want a shorter, more natural name inside a text message
Select Clear to remove the alias and fall back to the organization name. Use the upload and delete icons beneath your logo to replace or remove it.
Parent Organization shows the brand your location sits under, if you have more than one location.
Members
Your team roster — everyone at your company with access to UpSmith, with their email, phone number and role. This is where an Admin invites a teammate, changes their role, helps them sign in, and removes someone who has left. See User Management, and for what each role can see, Who Can See What — Roles and Permissions.
Scheduling & booking
Job limits — a ceiling on how full a day gets before your agents stop offering it. See Job Limits.
Job summary — what Jenny writes into the ServiceTitan job summary on the jobs she books. See Job Summary.
Office hours — when someone is in the office. These hours set how Jenny greets callers, what she says when asked if you're open, and when she transfers a caller who asks for a person. They don't decide which times can be booked — that comes from your ServiceTitan schedule and the pages below. Tell Jenny your hours in plain language ("We close at 4 on Fridays") and she shows you what changes before saving.
Holidays — which holidays your agents won't book. See Holidays.
Service Area — covered below.
To keep agents off a recurring weekday, a season or a stretch of dates, see Closing Days and Hours and Block bookings for specific dates.
Service Area
The Service Area page decides whether a customer's ZIP code is inside your organization's service area — the footprint your agents work against.
Coverage source
Choose one of two sources:
All active ServiceTitan zones — uses the combined ZIP coverage from every active zone in ServiceTitan. This stays in step with ServiceTitan automatically, so adding a zone there widens your UpSmith coverage too.
Selected UpSmith regions — uses only the regions you select, ignoring your ServiceTitan zones.
UpSmith regions
Regions are reusable geographic groups shared across your service area, routing, and capacity settings. Use Create region to add one.
You need at least one region selected before selected-region coverage will do anything. If no regions are defined yet, leave the coverage source on ServiceTitan zones.
Coverage comparison
This panel shows the ZIP count for each source side by side — your selected regions versus all active ServiceTitan zones — so you can see exactly what you'd gain or lose before you switch.
Test a ZIP code
Enter a ZIP and select Test ZIP to see whether it falls inside your service area. This checks the currently saved policy, so save your changes first if you want to test them.
Select Save service area to apply your changes.
Do Not Contact
Under Calls & messaging, Do Not Contact is your organization-wide list of customers your agents will never reach out to, regardless of any campaign, trigger, or agent setting. For what each entry means, how to lift a stop, and how to record one at the right level, see Do Not Contact.
Where lead settings went
There's no lead settings page any more. Lenny answers new leads for every source — set him up under Agents, active and with a channel linked, before you connect a source. Each source's campaign starts paused; how it goes live depends on the source. See Lead Source Integrations.
For Google Local Services, the Live switch and Respond to phone-call leads are on the Google Local Services Ads card on your Integrations page. See Google Local Service Ads.
Change a setting yourself, or ask UpSmith?
Everything on these pages is yours to set directly. Most changes to your agents are too — how an agent sounds, what it focuses on, and who a campaign reaches are all things you can change by asking Jenny. A few settings still go through your UpSmith team.
If you're not sure which a given change is, see Requesting a Change to Your Agent's Messaging or Behavior, or ask your UpSmith team and they'll point you to the right place.