Account & Team
Settings overview
Every Settings tab — Preferences, Account, Company, Guidelines, Integrations, Exports, Pricing, Team, and Billing — what each covers and which ones need an Admin.
Settings is home for everything that is not an estimate: how the app looks and behaves, your account, your company details, your guidelines, your integrations, your exports, your prices, your team, and your plan. Open it from the account menu. It opens as a window on top of whatever you were doing, so you never lose your place.
The tabs
Preferences
How Wave looks and behaves for you: theme (Light, Dark, or Auto), your send key, and whether industry codes show by default. See Preferences.
Account
Your personal details: name, email, and password. Each teammate has their own. See Account settings.
Company
Your company name, phone, address, and logo. The logo appears on every exported PDF. See Company info.
Guidelines
Admin only, on Basic and above. Upload the carrier and TPA program guidelines you work under; Wave extracts the billing rules into a library it can audit estimates against. The tab appears only when your plan includes guideline review. See Set up carrier guidelines.
Integrations
Admin only, on Basic and above. Connect QuickBooks Online and choose how invoices are built. The tab appears only when your plan includes integrations. See Connect QuickBooks.
Exports
Admin only. The look of your exported documents: styled covers, your brand accent color, and cover style. See Customize reports.
Pricing
Admin only. Set your own prices for catalog items and save your own custom line items. See Custom pricing and Your Items.
Team
Admin only. See who is on your team, invite teammates by email, and resend invitations. See Invite a teammate.
Billing
Admin only. Your plan name, renewal date, and invoice history, plus a Manage plan button that opens the billing portal. See Change your plan and Billing history.
Who sees what
- Members see Preferences, Account, and Company.
- Admins see everything — including Guidelines and Integrations when the plan includes them.
If you are a Member and need a pricing, team, or billing change, ask an Admin on your team. See User roles.
Saving
Changes save in place. A "Saved" indicator pulses after each successful save, so you know it took.