Where it is
Open the menu under your name at the top right and choose My profile and settings. Everyone in the team has their own.
What is there
- 1.Your details, emergency contacts, weekly availability, and licences and certifications.
- 2.Calendar subscription: a feed of your bookings for Google Calendar, Outlook or Apple Calendar.
- 3.Email: your own signature, and your own forwarding address for sending email from your mailbox into VexOp.
- 4.Sign-in and security: change your password and turn on two-step sign-in.
Business-wide settings
Settings for the whole business, such as the team signature and email setup, are in Settings. See the article on finding your way around Settings.
More in Settings & billing
Finding your way around Settings
Settings is ordered by how often you use each part, starting with Automations and Templates. Your own settings are on My profile.
Connecting Xero, QuickBooks or MYOB
Connect Xero, QuickBooks Online or MYOB, and each invoice goes across when you send it and payments show on both sides.
The Integrations & Add-ons page
Everything VexOp connects to in one place, and the add-ons you can switch on: accounting, customer payments, email, texts, your website, calendar feeds and data import.
Switching add-ons on and off
Add-ons are extra parts of VexOp+ an owner switches on in Integrations & Add-ons. Switching one off hides it everywhere and deletes nothing.
AI connections: Claude, ChatGPT and Perplexity
Connect your own Claude, ChatGPT or Perplexity (beta) to VexOp+, so it can look up your jobs, clients, quotes, invoices and schedule. It only reads, and it sees only what you can see.
Billing and your subscription
Your VexOp plan, card and charges live in Settings under Plan and billing, with exact amounts shown before anything is charged.
Two-factor authentication
Add a second check at sign-in so a stolen password alone cannot open your account.
Need a hand with this? Talk to us