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MacFarland Painting
Default company · 1 SOW issued from this entity
Identity
Trading name
Legal entity name
Default rate / hr
Address 1
Address 2
City
State
ZIP
Country
Phone
Email
Website
Tagline (shows under the name on estimates)
Service area (shows in the estimate footer)
Signatory name
Signatory title
Footer confidentiality line
Logo (cover pages and invoices)
…or paste a logo URL (e.g. from your website)
Numbering and email identity
Invoice prefix
e.g. ST → ST-2026-001
Quote prefix (optional)
Send email as — name
Send email as — address
Reply-to
SOWs and invoices from this company are sent with this From identity through the SMTP account configured below. Leave blank to fall back to the account's own address.
Email delivery (SMTP)
iCloud:
smtp.mail.me.com
port 587, STARTTLS, username is your full iCloud address, and the password must be an
app-specific password
from appleid.apple.com → Sign-In and Security. Gmail:
smtp.gmail.com
port 587 with an app password. Each company has its own account here, so different companies can send from different addresses.
SMTP host
Port
Security
STARTTLS
SSL
None
Username
App-specific password
Bcc myself on every send
Test connection
AI note extraction (optional)
Without a key the app still works — it uses a local parser. With a key, free-form meeting notes, dictation and photo review are read far more accurately. The key is stored in your local database and is only ever sent to api.anthropic.com. Each company can use its own key.
Anthropic API key
Model
Default
claude-opus-5
claude-sonnet-5 — recommended
claude-fable-5
claude-opus-4-8
claude-opus-4-7
claude-sonnet-4-6
claude-opus-4-6
claude-opus-4-5-20251101
claude-haiku-4-5-20251001
claude-sonnet-4-5-20250929
From this company's account (cached today)
Banking — how this company gets paid
These details print on every invoice this company issues, in the "Remit payment to" block. They stay in your local database and only ever appear on documents you generate.
Bank name
Account name (payee)
Routing number (ABA)
Account number
Additional payment instructions (optional)
Jobber
This company's quotes push into its own Jobber account as Client → Property → Quote. One-time setup: create an app at
developer.getjobber.com
(loopback callbacks are permitted automatically — nothing to register), paste its credentials here, save, then connect.
Jobber app Client ID
Client secret
Remove the saved secret
connected
Jobber account:
john's Company
Test connection
Disconnect
Default company — new SOWs start from it
Save company
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