> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization

> Manage organization details, team and roles, rehab defaults, deal terms, deal tags, company logo, referrals, WhatsApp Operator, timezone, and usage.

Organization is the admin hub for account-level settings. Use it when a change affects the whole
organization rather than one deal or one user. Open **Settings > Advanced Settings >
Organization**, then pick a section from the rail: Organization, Team & Roles, Rehab, Deal Terms,
Deal Tags, Company Logo, Referrals, WhatsApp Operator, Timezone, or Usage.

<Info>
  **Key things to know**

  * Most sections require the admin or owner role; the organization name can only be edited by the owner.
  * **Manage Plan** and **Manage Billing** buttons at the top of the Organization section are the entry points to checkout and invoices - see [Billing & Plans](/settings/billing-plans).
  * **Usage** shows live counters against your plan limits for the current billing period - check it before assuming a sending problem is a channel issue.
  * Pipeline cleanup timers (including **Lost Auto-Delete**) are configured in **Pipeline Settings** from the Deal Pipeline toolbar gear, not here.
</Info>

## Section-by-section reference

| Section               | What it controls                                                                                           | Who can edit                                                                |
| --------------------- | ---------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------- |
| **Organization**      | Organization name, current plan badge, free-trial end date, **Manage Billing** and **Manage Plan** buttons | Name: owner only. Billing/plan buttons: admins and owner                    |
| **Team & Roles**      | Member list, roles, invites, pending invites                                                               | Admins and owner - see [Team & Roles](/settings/team-roles)                 |
| **Rehab**             | Per-square-foot rates and the Scope items catalog used for rehab estimates                                 | Admins and owner                                                            |
| **Deal Terms**        | Inspection days, closing days, and earnest money for offer placeholders                                    | Admins and owner - see [Deal Terms](/settings/advanced-settings/deal-terms) |
| **Deal Tags**         | Reusable colored tags for pipeline cards and filters                                                       | Admins and owner                                                            |
| **Company Logo**      | Logo upload and where it is used                                                                           | Admins and owner                                                            |
| **Referrals**         | Your referral code, share link, and reward status                                                          | Admins and owner create the code; everyone can view                         |
| **WhatsApp Operator** | The single teammate who can act on WhatsApp conversations                                                  | Admins and owner                                                            |
| **Timezone**          | The organization timezone used for operating hours and scheduling                                          | Admins and owner                                                            |
| **Usage**             | Current-period usage across all metered features                                                           | Read-only for everyone                                                      |

## Deal Terms

Deal Terms set the organization defaults for offer timelines and earnest money. Template
placeholders such as {"{{inspection_period}}"}, {"{{closing_period}}"}, and {"{{earnest_money}}"}
read from this section. Full field reference: [Deal Terms](/settings/advanced-settings/deal-terms).

## Deal Tags

Deal tags are reusable colored labels for saved deals. They appear on Deal Pipeline cards and in
the pipeline's filter bar, so a consistent tag set keeps the board easy to slice.

* New organizations start with three tags: **Investor**, **Fund**, and **Wholesale**.
* Admins create tags under **New Deal Tag**: type a name (up to 40 characters), pick a color
  swatch, and click **Add Deal Tag**. Existing tags can be renamed, recolored, or deleted.
* Keep names short and consistent - tags are most useful as a small, shared vocabulary.

## Rehab

Rehab defaults control how the **Rehab Cost** estimate starts on new deal analysis.

* **Default method** - the estimation method new deals start with (**Quick estimate**,
  **Scope items**, or **Quotes**) is set by admins from the Rehab Cost modal on a deal: pin a
  method tab with the pin icon next to the Quick / Scope items / Quotes tabs. It does not appear
  on this settings page.
* **Quick estimate** defaults - the Quick setup new deals start with (a fixed amount, percent of
  basis, or per-square-foot repair type) is saved from the Rehab Cost modal on a deal by turning on
  **Auto-apply to new deals**. It does not appear on this settings page.
* **Per-square-foot rates** - set the dollar-per-square-foot rate for each repair type (for
  example Light or Full gut). When a deal uses the Quick **\$/ft²** mode, it multiplies the
  property's square footage by the chosen type's rate.
* **Auto-apply to new deals** - toggled by admins from the **Quick** tab of the Rehab Cost modal
  on a deal, for any Quick mode. Turning it on saves the Quick setup currently shown as the
  organization default and makes Quick the default method; new deals are then created with that
  estimate already baked into their rehab cost and ROI. Deals with no known square footage are
  skipped on **\$/ft²**, and deals with no known ARV are skipped on **% of ARV**. It is not
  configurable from this settings page.
* **Scope items** - maintain the **Condition levels** (each level is a percent of the item's
  New base) and the **Rehab items** catalog (repair items grouped by category). Each catalog
  item can be priced as **Flat** (full New dollars) or \*\*$/sqft** (rate times the deal's living
  area). Level preview columns for $/sqft items show dollars per square foot. This is separate
  from Quick **Per-square-foot rates**, which apply to the whole-deal Quick \$/ft² mode.

## Company Logo

Upload your organization's logo and choose where ProPilot uses it:

* **Email templates** - the logo is available anywhere you insert the
  {"{{company_logo}}"} merge field in an email template.
* **Property PDF reports** - an optional checkbox replaces the ProPilot logo in the top-right of
  downloaded combined property reports with your company logo. If you enable this before
  uploading a logo, reports keep using the ProPilot logo until one is uploaded.

Click **Save company logo** to apply. Only admins can upload, remove, or save logo settings.

## Referrals

Invite another organization with your referral code. The referred organization gets a discount
on its first billable cycle, and your organization earns a reward on its next billable cycle
after the referred organization pays its first invoice. The exact percentages are shown at the
top of the Referrals section.

<Steps>
  <Step title="Create your code">
    An admin clicks **Create code** in **Organization > Referrals**. The code appears with a
    creation date; **Regenerate code** replaces it later if needed.
  </Step>

  <Step title="Share it">
    Use **Copy code** to share the code itself, or **Copy share link** to share a signup link
    that pre-fills it. The full **Share link** is also shown in a copyable field.
  </Step>

  <Step title="Track results">
    The section shows **Total redemptions**, **Pending rewards** (redemptions waiting on the
    referred organization's first paid invoice or on your next bill), and **Rewards applied**.
  </Step>
</Steps>

<Note>
  Referral rewards unlock only after the referred organization pays its first invoice. The
  referred organization enters your code at checkout in the **Have a code?** field - see
  [Billing & Plans](/settings/billing-plans).
</Note>

## WhatsApp Operator

Only one person in the organization can be the WhatsApp operator. The operator is the only user
whose WhatsApp replies can take actions; other teammates still receive WhatsApp notifications,
but their replies are treated as read-only. Pick a teammate from the **Operator** dropdown and
click **Save Operator** (admins only). Choose the person who handles escalations and pipeline
approvals. See [WhatsApp Notifications](/features/whatsapp).

## Timezone

The organization timezone is the single source of truth for operating hours and scheduled
sending. Choose from **Eastern (ET)**, **Central (CT)**, **Mountain (MT)**, **Pacific (PT)**, or
**Arizona (AZ)**. Set it before relying on scheduled communication - the
[Operating Hours](/features/operating-hours) window is displayed and enforced in this timezone.

## Usage

Usage shows your organization's consumption for the current billing period (the start date is
shown under the heading), with progress bars against your plan's limits: SMS, Email, Voice
Minutes, property lookups, rent estimates, AI tokens, ZIP codes, and phone numbers. It is
read-only and visible to everyone. When a metric approaches its limit, consider upgrading - see
[Billing & Plans](/settings/billing-plans) for what each plan includes.

## Pipeline cleanup timers

The automatic pipeline cleanup windows are organization-wide settings, but they are configured
in **Pipeline Settings** (the gear icon on the Deal Pipeline toolbar) rather than in this page:

* **Lost Auto-Delete** - deals that sit in Lost longer than 30 days are removed automatically.
  The 30-day period is fixed and cannot be changed. Cards show a deletion countdown, and
  everyone sees it turn red during the final 7 days before removal.
* **Auto-Move to Revisit** and **Revisit Auto-Move to Lost** - inactivity windows for the early
  stages and the Revisit stage.

Only admins can change the Revisit windows, and changes ask for confirmation with an impact
preview first. See [Deal Pipeline stages](/features/deal-pipeline/stages) for the full rules.

## Used by

* [Deal Pipeline](/features/deal-pipeline) - deal tags, pipeline cleanup timers
* [Deal Hub](/features/deal-hub) - ZIP slots counted in Usage
* [Deal Calculator](/features/roi-calculator) - rehab defaults
* [Billing & Plans](/settings/billing-plans) - plan, payment, and codes
* [Team & Roles](/settings/team-roles) - invites and roles
* [WhatsApp Notifications](/features/whatsapp) - operator and notifications
* [Quo Integration](/integrations/quo) - connection status affects billing discount

## Common questions

<AccordionGroup>
  <Accordion title="Who can edit Organization settings?">
    Admins and the owner can edit most sections. The organization name itself can only be changed
    by the owner. Members can view sections like Usage and Referrals but cannot change them.
  </Accordion>

  <Accordion title="Why can't I see the Rehab section?">
    Rehab defaults appear in the rail between Team & Roles and Deal Tags once rehab estimation is
    enabled for your organization. If you don't see it, the feature isn't active for your account
    yet.
  </Accordion>

  <Accordion title="Where do my deal tags show up?">
    On Deal Pipeline cards and in the pipeline filter bar. Tags are shared across the whole
    organization, so renaming or deleting one affects every deal that uses it.
  </Accordion>

  <Accordion title="What does the logo checkbox for PDF reports do?">
    When checked, downloaded combined property reports show your uploaded company logo in the
    top-right corner instead of the ProPilot logo. Email templates can always use the logo via
    the {"{{company_logo}}"} merge field once one is uploaded.
  </Accordion>

  <Accordion title="When do I get my referral reward?">
    After the organization you referred pays its first invoice. Until then the redemption counts
    under **Pending rewards**. The reward is applied to your next billable cycle.
  </Accordion>

  <Accordion title="Where are Pipeline stages configured?">
    From the gear icon in the Deal Pipeline toolbar (**Pipeline Settings**), not from the main
    Settings sidebar. That is also where admins set the Lost Auto-Delete retention window and the
    Revisit automation windows.
  </Accordion>
</AccordionGroup>