Configuration
🔗 API Connections
💳 Payment Processing
⚡ Webhooks
📄 Templates
📋 Templates
Administration
👥 Users & Access
🏢 Business Info
🔔 Notifications
System
💾 Backup & Export
API Connections
Credentials stored in Supabase config table — encrypted at rest.
Payment Processing
Stripe config for payment links and webhooks.
Not Connected
⚠
Test Mode active. No real money moves.
Mode REQUIRED
Publishable Key REQUIRED
Secret Key REQUIRED
Webhook Secret optional
Webhook Endpoint
https://wilkerson-os-production.up.railway.app/api/hooks/stripe
Payment Terms (days)
Statement Descriptor
No keys saved yet
Webhooks
Incoming webhook endpoints on Railway.
Endpoint URLs
Users & Access
Manage who can access the OS.
Team Members
NameEmailRoleStatus
Business Information
Used across estimates, invoices, and SMS.
Company Details
Business Name
Owner
Phone
Email
Address
Website
Business Settings
Min Gross Margin
Estimates below this show red warning
Estimate Validity (days)
Default Tax Rate (%)
Notifications
SMS auto-send rules via Office@Hand.
SMS Auto-Send Rules
📋
Estimate ready — notify customer
Sends: "Your estimate is ready! Reply YES to approve..."
On
🔔
Day-before job reminder
Sends evening before scheduled install
On
✅
Job complete — thank you
Sends when job marked complete
On
💳
Invoice payment reminder
Sends 3 days after invoice if unpaid
Off
Message Templates
Default messages sent to customers. Use {name} as a placeholder for the customer's name.
Review Request — Text Message (SMS)
Sent when a job card reaches "Final Payment Received" in the Jobs pipeline and you click "Request Review".
Available placeholders: {name}
Review Request — Email
Email version of the review request. Supports longer formatting.
Available placeholders: {name}
Preview
Message Templates
Default messages sent to customers. Use {name} as a placeholder for customer name.
⭐ Review Request — Text Message (SMS)
SMS Template
Sent via Office@Hand when "Request Review" is clicked on a Final Payment kanban card. Use {name} for customer name.
⭐ Review Request — Email
Email Template
Sent via Gmail when "Request Review" (email tab) is clicked. Use {name} for customer name.
📋 Estimate Ready — SMS
SMS Template
Sent when an estimate is finalized and shared with the customer.
🔔 Install Reminder — SMS
SMS Template
Sent the evening before a scheduled installation.
💳 Payment Reminder — SMS
SMS Template
Sent as a payment reminder for unpaid invoices.
Backup & Export
Export your data from Supabase.
Data Export
Exports include business info and settings. API keys are NOT included for security.