bexit - Settings

👤AccountYour name, title, phone, profile photo, and home weather town 🏠Home Page TilesChoose which tiles your home page shows, how big they are, and their order; add search and link tiles 🔔NotificationsWhich events reach your bell: tasks, logs, change orders, selections, invoices 🛡️SecuritySigned-in devices, sign out everywhere, security status, how data is protected 🗝️Team & PermissionsAdd and remove team members, roles, and the per-person permission matrixAdmin ✉️Client & Vendor EmailsDaily log client emails, change order drafts, and who receives repliesAdmin 📝Email WordingEvery sentence in every outbound email, editableAdmin 🏷️Cost CodesThe company cost code list behind bids, budgets, and invoicesAdmin 📣Punch List NotificationsWhich emails go to assignees and subs, and whenAdmin ✅Punch List TemplatesReusable punch checklists per phase, applied to a project in one clickAdmin 📐Plan DisciplinesSheet-number letters the plan reader labels sheets with (A Architectural, S Structural)Admin 🧭PipelinesProject pipelines and stagesAdmin 📜Audit LogWho did what, when, and from whereAdmin 🗄️Data & FilesFile integrity check, restore, and backupsAdmin 🚀Launch ChecklistEverything left before the dashboard is ready to marketAdmin

Account i

Display name

Title

Phone

Weather location (home page)

Home Page Tiles i

The page is twelve columns wide. Tiles fill left to right in this order and wrap to the next row; on phones every tile is full width.

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View home page

Authenticator App

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Company policy

Require an authenticator app for anyone who can approve payments, mark bills paid, manage draws or bank feeds, delete records, or manage the team. Until they set one up, those actions are blocked for them (everything else still works).

Signed-in Devices i

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All users

Audit Log i

Notifications

Tasks i

Daily logs i

Change orders i

Selections i

Projects i

QC pins i

Invoices i

Purchase orders i

RFIs

Cost Codes i

Locked budgets and this list i

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Plan Disciplines i

Punch List Notifications i

Email the assignee and the sub as soon as an item is assignedOff: nothing goes out until someone presses Send mine or Send all on the Punch List page. Either way, an item is only notified once it has an assignee or a sub email.

Email the person who raised an item when it is marked ready for review

Email the assignee and the sub when an item is closed

One reminder a day on items past their due dateTo the assignee, and to the sub once their first notice has gone out, until the item moves.

Give subs a personal page for their itemsOff: a sub's email still goes out but its button only opens the dashboard sign-in.

Punch List Templates i

Client and Vendor Emails

Email each daily log to the project's clients on submission i

Email Dillon when a daily log auto-drafts a change order i

Copy the admin on every client and vendor reply i

Team & Permissions i

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Email Wording i

Pick an email

Live preview

Subject

Updates as you type. Sample names, projects, and amounts stand in for the live values; the {tokens} fill in when the real email goes out.

Advanced: full HTML template

Replaces the entire body of this email, layout included. Leave it blank to keep the standard bexit design. Load the current HTML to start from it; tokens:

Pipelines i

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File Integrity Check i

Security & Data Protection

How your data is protected i

View report