Setting up how your workspace works
Modules, the words your screens use, and your own fields.
By PrimemgrUpdated How we research and check this
Settings → Modules turns parts of the product on and off. Turning something off hides it and stops new entries; it never deletes what you have already recorded, and turning it back on brings it all back.
The modules your setup switched on are part of every plan. Extra ones you add yourself depend on the plan: Starter adds none, Small 2, Team 6 and Scale every module. Leads, Messages, Reports and Sites are included on every plan and never count. Settings → Modules shows how many you have left, and turning one off frees its place for another.
Settings → Terminology changes what things are called, everywhere they are shown. Nothing underneath changes, so reports and integrations keep working.
Settings → Fields adds your own fields to customers, jobs, assets and more. Removing a field stops asking for it but keeps what every record already has in it.