10. Company Management¶
Configure your company profile, manage team members, and control permissions.
10.1 Company Profile¶
Your company profile is your public presence on the marketplace. Other fabricators and potential buyers see this information when viewing your listings.
Access: Go to Settings > Company Profile.
Profile Fields¶
| Field | Description | Visibility |
|---|---|---|
| Company Name | Legal business name | Public |
| Trade Name | Display name on the marketplace | Public |
| Logo | Company logo image | Public |
| Phone | Business phone number | Public |
| WhatsApp number for quick contact | Public | |
| Business email | Public | |
| Website | Company website URL | Public |
| Description | About your business, specialties, services | Public |
| Address | Physical business address | Public (city/state) |
| Business Hours | Operating hours per day of the week | Public |
Verification Badge¶
Verified companies receive a badge on their profile, increasing trust with buyers. Verification may require:
- Valid business registration
- Phone number verification
- Email verification
10.2 Team Members & Roles (Pro)¶
Add team members to collaborate on your Remnant Finder account:
- Go to Settings > Team.
- Tap + Invite Member.
- Enter their email address.
- Select a role:
| Role | Permissions |
|---|---|
| Owner | Full access to everything, billing management, team management |
| Admin | Full access except billing and ownership transfer |
| Member | View access, can create pieces and quotes, limited editing |
| Fabricator | Access to production-related features (fabrication, installation) |
| Sales | Access to CRM, quotes, and client-facing features |
- Tap Send Invite.
The invited user receives an email to join your company account.
Managing Team Members¶
- Edit role — Change a member's permissions
- Remove — Remove a member from your company
- Resend invite — Resend the invitation email
10.3 Team Map (Pro)¶
Pro Feature
The Team Map requires an active Pro subscription.
See where your team members are in real time on an interactive map — useful for dispatching, route planning, and coordinating field work.
Access: Go to Team (from the Team screen, tap the Map icon in the app bar or select Team Map from the menu).
How It Works¶
- When a team member opens the Team Map screen, their device automatically starts sharing its location.
- When they leave the screen, sharing stops — location is only tracked while the map is open.
- All team members with known locations appear on the map as avatar markers.
Map Features¶
| Feature | Description |
|---|---|
| Live Location | See each member's current position, updated in real time |
| Offline Status | Members who are offline or have no recent location appear grayed out |
| Last Seen | Each marker shows how long ago the member's location was reported |
| Tap to View | Tap a marker to see the member's name, role, and last-seen time |
| Auto-Center | The map automatically fits all team members on screen |
Privacy¶
- Location is shared only while the Team Map screen is open. Closing the screen stops sharing immediately.
- The map shows the last known location for team members who have previously opened the map, even if they are not currently sharing.
10.4 Facilities (Pro)¶
If your business has multiple locations (warehouse, showroom, fabrication shop):
- Go to Settings > Facilities.
- Tap + Add Facility.
- Enter:
- Facility name
- Address
- Type (Warehouse, Showroom, Workshop, Office)
- Contact information
- Tap Save.
Pieces can be associated with specific facilities to help buyers know where the material is located.
GPS Coordinates & Map View¶
Each facility can store GPS coordinates for precise location tracking:
- Open a facility and tap Edit.
- The address is automatically geocoded, or you can manually adjust the pin on the map.
- Coordinates are used by the Daily Route Optimizer (see Calendar > Daily Route Optimization) and the Floor Plan satellite background.
Service Area Management¶
Define the geographic area your facility serves:
- Open a facility and go to the Service Area section.
- Set a radius (in miles or kilometers) from the facility's location.
- The service area appears on the map and is used for scheduling intelligence — activities are assigned to the nearest facility.
Floor Plan Editor¶
Each facility can have an interactive floor plan to visualize rack layouts and piece locations. See Managing Pieces > Floor Plan Editor for details.
10.5 Business Hours¶
Set your operating hours so buyers know when you are available:
- Go to Settings > Company Profile > Business Hours.
- For each day of the week:
- Toggle the day on (open) or off (closed).
- Set opening and closing times.
- Optionally add a lunch break period.
- Tap Save.
Business hours are displayed on your public company profile and piece listings.
10.6 Permissions (Pro)¶
Fine-tune what each team member can access:
- Go to Settings > Permissions.
- Configure access by feature area:
| Feature | Permissions |
|---|---|
| Pieces | View, Create, Edit, Delete |
| Clients | View, Create, Edit, Delete |
| Projects | View, Create, Edit, Delete |
| Quotes | View, Create, Edit, Delete |
| Orders | View, Create, Edit, Delete |
| Billing | View, Create, Edit, Delete |
| Calendar | View, Create, Edit, Delete |
| Team | View, Edit |
| Settings | View, Edit |
| Analytics | View |
- Save the permission configuration.
10.7 Affiliate Program (Pro)¶
Pro Feature
The Affiliate Program requires an active Pro subscription.
Earn commissions by referring new fabricators to Remnant Finder.
Affiliate Dashboard¶
Access your affiliate hub from More > Affiliate Program:
| Metric | Description |
|---|---|
| Referral Link | Your unique link to share with other fabricators |
| Total Referrals | Number of fabricators who signed up via your link |
| Active Referrals | Referrals who became paying Pro subscribers |
| Pending Earnings | Commissions earned but not yet paid out |
| Total Earnings | Lifetime commission earnings |
Making Referrals¶
- Copy your referral link from the Affiliate Dashboard.
- Share it with other fabricators (email, text, social media).
- When someone signs up using your link and upgrades to Pro, you earn a commission.
Payouts¶
View and manage commission payouts from the Payouts tab on the Affiliate Dashboard. Payouts are processed according to the program terms.
10.8 Company Files¶
Every file your company has — your logo, the photos on your listings, the documents attached to jobs — lives in one place.
Access: Go to Settings and tap the Storage usage card at the top of the Company section.
What's in There¶
| Section | Contents |
|---|---|
| Company assets | Your logo, images, and documents — the files you upload here directly |
| Project files | Everything attached to jobs, grouped by project |
The card at the top shows how much space you are using and how many files that is across how many projects.
Uploading¶
- Tap Upload.
- Choose what you are adding:
| Option | Accepted files | Used for |
|---|---|---|
| Upload logo | JPG, PNG, WebP | Your logo on quotes, PDFs, and your website |
| Upload image | JPG, PNG, WebP, GIF | Photos for your profile, listings, and website |
| Upload document | PDF, DOC, DOCX, XLS, XLSX, TXT | Certificates, price sheets, terms, anything else |
You can also drag files straight onto the screen — images and documents are filed automatically by their type.
Finding a File¶
Use the search box to match on file name, then narrow with the chips: All, Images, PDFs, Documents, and Today, This week, This month.
Opening and Removing¶
- Tap an image to open it full screen, where you can pinch or scroll to zoom.
- Tap any other file to open it in its usual application.
- Tap a project's header to jump to that project.
- Press and hold a company asset to delete it. You will be asked to confirm.
Running out of room
The storage card turns amber as you approach your quota and red once you pass it. If you manage your company's subscription, extra storage add-ons can be purchased from the same card.
Files on your desktop
The Stone Project Drive companion mounts these same files as a disk on your Mac or PC. See Stone Project Drive.
10.9 Custom Roles (Pro)¶
The built-in roles cover most shops. When they don't, build your own — a role is just a named set of switches.
Access: Go to Team and tap the shield icon in the header (or choose Manage roles from the ⋮ menu).
Reading the Screen¶
Roles are listed in two groups — Built-in roles and Custom roles — and the number chip on each card is how many permissions that role has switched on. It is the fastest way to compare two roles at a glance.
Creating a Role¶
The quickest start is to copy one that already works:
- Open the ⋮ menu on the role you want to base yours on and choose Duplicate. Give the copy a name (it is pre-filled with "(copy)") and confirm.
Or start fresh:
- Tap the + button.
- Fill in:
| Field | Description |
|---|---|
| Name | What the role is called |
| Description | A line explaining who it is for |
| Color | One of eight swatches, used on the role's badge |
| Copy permissions from | Start from scratch, copy any built-in or custom role, or copy an existing team member's exact access |
- Set the permissions (see below).
- Tap Save.
Copy a person, not a role
Copy permissions from also lists your team members. If one person already has exactly the access the new role needs, pick their name and the switches come over as they are.
Setting the Permissions¶
Permissions are grouped into cards by area. To work through a long list:
- Type in the search box to filter by permission or group name.
- Use the All / Enabled / Disabled buttons to see only what is on, or only what is off.
- Flip the switch in a group's header to turn that whole group on or off at once.
Two things the screen does for you:
- Dependencies. Switching on a permission that lets someone change something, without the matching permission to see it, prompts you to enable the missing ones. A note under the row flags it if you decline.
- Owner-only permissions show a padlock and cannot be granted to any other role.
Editing and Deleting¶
Use the ⋮ menu on a custom role card for Edit, Duplicate, or Delete. Built-in roles can be copied but not changed.
10.10 Delivery Settings¶
Tell the app how you get material to your clients, and it prices the delivery for you.
Access: Go to Settings > Delivery Settings. Requires the edit company permission.
How You Deliver¶
Three switches, and you can have any combination of them on:
| Option | Meaning |
|---|---|
| Accepts pickup | Buyers can collect from your shop |
| Offers local delivery | You deliver within your own area, in your truck |
| Offers carrier shipping | You ship through a freight carrier |
Local Delivery Pricing¶
The pricing fields appear once Offers local delivery is on:
| Field | What it sets |
|---|---|
| Delivery radius | How far out you will deliver, in kilometers |
| Minimum delivery order | The smallest order you will deliver |
| Delivery fee | The flat base charge on every delivery |
| Miles / Kilometers | Which unit the distance charge is quoted in |
| Cost per mile / km | Charged on top of the base fee, per unit of distance |
| Size surcharge per sqft | Charged per square foot of countertop — big jobs cost more to move |
| Weight surcharge per lb | Charged per pound of estimated weight |
| Default weight per sqft | How heavy a square foot of your material is, used to estimate the weight |
| Free delivery available | Turn on to waive delivery above a threshold |
| Free delivery minimum | The order total at which delivery becomes free |
The charge is built up like this:
base fee + (distance × cost per mile/km) + (square feet × size surcharge) + (square feet × default weight per sqft × weight surcharge)
If free delivery is on and the order total reaches the minimum, the whole charge drops to zero.
Delivery Policy Notes¶
A free-text field (up to 1,000 characters) for the conditions that don't fit in a number — lead times, curbside only, stairs, whatever your policy is.
Tap Save Delivery Settings when you are done.
Where This Shows Up¶
- On your profile and listings. The three delivery options travel with your company profile, so buyers browsing the marketplace can see how you hand material over.
- In marketplace search. Buyers can filter listings by Accepts pickup, Offers local delivery, and Offers carrier shipping — if a switch is off, your pieces are filtered out of that search.
- On quotes. When local delivery is on and you have priced it, a Delivery line is added to the quote automatically, calculated from the square footage in the drawing.
10.11 Linking a Shop Device¶
The Stone Project Drive desktop companion has to be authorized once against your account before it can see your files.
- Install and open the companion on the computer. It shows a pairing code in the form
ABCD-1234and opens the authorization page in your browser. - Check the account shown under Signed in as — the companion is linked to whichever account you are signed in as here.
- Confirm the code (it is usually filled in for you) and tap Authorize.
- A confirmation appears. The companion picks up the authorization on its own — nothing else to do on the desktop.
No password needed
This works for accounts that sign in with Google or another single sign-on and have no password of their own.
See Stone Project Drive for what the companion does once it is linked.