Settings

Configure workspace details, AI review rules, response targets, quotes, and public lead intake.

09 Jun 2026
WorkspaceActiveNorthline Home Services
AI modemockHuman approval required
Emergency SLA15mTarget first response
Public form10Services visible
Safety score96%Ready for demo

Business profile

Details shown across internal records and customer-facing forms.

AI approval

Keep AI replies fast while requiring a human to approve anything customer-facing.

Human approval requiredAI drafts can be prepared, but replies require staff approval before sending.

Lead response targets

Response windows used in the dashboard, task queue, and AI prioritisation.

EmergencyUrgent leaks, faults, and safety issues
LandlordManaged properties and tenant access
StandardNormal public form enquiries

Quote defaults

Default quote terms used by the quote builder and customer-facing documents.

Public form services

Choose which service categories customers can select when sending a new enquiry.

PlumbingLeaks, taps, pipework, toilets, and urgent domestic plumbing repairs.
Emergency
ElectricalFault finding, light fittings, sockets, safety checks, and small rewires.
Emergency
HeatingRadiator issues, heating controls, hot water faults, and heating diagnostics.
Emergency
Bathroom RepairsShower leaks, resealing, extractor fans, tiling repairs, and fixture replacement.
Standard
Kitchen RepairsSink leaks, cabinet repairs, appliance fitting support, and small kitchen fixes.
Standard
Emergency CalloutSame-day help for urgent leaks, electrical faults, and property safety problems.
Emergency
Property MaintenanceGeneral repairs, snagging, small jobs, and recurring property care.
Standard
Landlord MaintenanceRepeat maintenance and repair work for landlords and letting agents.
Emergency
DrainageBlocked sinks, drains, waste pipe issues, and investigation visits.
Emergency
Boiler ServicingAnnual boiler service bookings and routine heating safety checks.
Standard

Security and safeguards

Demo controls that keep customer communication, credentials, and outbound sending safe.

Human approval gateAI drafts stay internal until a staff member reviews and approves them.

Secrets hiddenAPI keys and provider credentials are not shown inside the demo workspace.

External sending offEmail, SMS, and WhatsApp actions are simulated for presentations.

Demo data onlySeed leads, quotes, customers, and follow-ups can be reset safely.