Settings

Access Settings by clicking the gear icon (⚙) in the top-right header.

Settings tabs: Rate Calibration, Memory, Users (visible when you belong to a company), Invites, Payments, Company, Integrations, Security, UI, About.

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Profile Settings

Click the user avatar (top-right corner, next to the settings icon) to open the Profile Settings dialog.

Field	Description
First Name / Last Name	Your display name across the app
Phone	Your contact number (with country code)
Country	Your country (used for tax and address defaults)
Address / Postcode	Your address details
GST Number	Tax registration number (if applicable)
Description	Optional bio or role description

Click Save Changes to apply.

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Rate Calibration

Manage your product catalogue and pricing for use in line items. Inoscope uses these rates whenever Bee prices a damage repair, work scope, or tender line item — so a well-calibrated rate book is what drives accurate, opinionated pricing.

Adding rates

Control	What it does
Drag & drop / click to browse	Upload PDF, DOCX, XLSX, or CSV rate sheets, invoices, quotes, or price lists. Files appear under History once uploaded.
+ Add Product	Manually add a single product with name, brand, category, price, unit, and country.
From Files	Pick rate documents already attached to the company file library.
Extract Rates	Trigger AI extraction across the uploaded rate documents. New rates are deduplicated against existing entries (case-insensitive name match within ±10% price tolerance).

Browsing and managing the catalogue

• Search bar — filter by name, category, or brand.
• Sort by — sort the table by Name, Price, Brand, Category, or Unit, ascending or descending.
• Actions — bulk operations on selected rows (export to CSV, delete selected).
• History — list of source documents that contributed rates, with the ability to remove the document and its extracted rates.

The rate table shows: Name, Brand, Category, Price, Unit, Country. Each row expands (▾) to reveal description, specifications, and the citation back to the source document and row.

Custom rates appear in line item search whenever you add items to an assessment, and Bee uses them automatically when it prices line items autonomously.

Tip: Bee remembers what it learned during each calibration run in Memory (see below) — extraction date, source file, total rates, currency, and pricing basis — so future Bee actions stay consistent with your catalogue.

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Memory

Memory lets you see and edit what Bee remembers about you, your company, and individual assessments. Bee uses these notes whenever it builds scope, prices line items, or answers questions, so adjusting Memory is the most direct way to steer Bee's behaviour.

Scopes

The top of the Memory tab has two scopes:

Scope	Visible to	When to use
My Memory	Only you	Personal preferences, your role, recurring instructions you give Bee
Company Memory	All company members	Shared standards: rate-calibration facts, naming conventions, default tax/region, brand-specific pricing rules

Company Memory is editable by Owners and Admins. Other roles see it read-only.

Working with memories

Control	What it does
Search memories…	Filter the list by name or content.
+ Add memory	Create a new memory with a short identifier name and a markdown body.
Memory card	Click to open the markdown editor; tap the trash icon to delete.

The editor supports standard markdown formatting (bold, italic, underline, headings, lists, quotes, checklists, and inline code). Use a clear name (e.g. roof-materials, client-preferences, rate-calibration) so Bee can match the memory to the right context.

Memory is in Beta — Bee learns and remembers automatically through self-learning during assessments and conversations. Behaviour and schema may change as the feature evolves.

For per-assessment memory, see Assessments → Memory tab.

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Users

Manage team members and their account-level roles.

• Add User — Invite someone by email and assign a role (Owner, Admin, etc.)
• Search users — Find team members by name or email
• Each row shows: Name, Email, Role, Status (Active/Inactive), and a ⋯ menu for editing or removing

The Role Management section below the user list shows available roles and their permissions (Owner, Admin, User).

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Payments

View and manage your subscription and payment methods.

• Subscriptions — Shows your active plan (e.g. Scale — Active) with the option to manage it
• Payment Methods — Add or remove credit cards/bank accounts for billing
• Invoices — View billing history from the last 24 months

See Subscription & Billing for plan details.

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Company

Configure your organization details that appear on reports and invoices.

Field	Description
Logo	Upload your company logo (appears on generated reports)
Company Name	Your business name
Legal Name	Registered legal name
Industry	Your business industry
Company Size	Number of employees
Address	Registered address
Website	Company website URL
Phone	Company contact number
Description	What your company does

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Integrations

Connect Inoscope to external job management and accounting platforms.

Fergus

Connect to Fergus for job management integration:

1. Enter your Fergus credentials.
2. Click Connect.
3. Use Test Connection to verify.
4. Manage multiple Fergus instances if needed.

Xero

Connect to Xero for accounting integration:

1. Click Connect with Xero to authorize via OAuth.
2. Select the Xero organization to link.
3. Use Test Connection to verify.

See Export & Integrations for full setup instructions.

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Security

Manage your account password and security settings.

Password Settings

1. Enter your Current Password
2. Enter and confirm your New Password
3. Click Update Password

Two-Factor Authentication (2FA)

Enable 2FA for extra account security:

1. Toggle Two-Factor Authentication on.
2. Scan the QR code with an authenticator app.
3. Enter the verification code to confirm.

Session Management

View and revoke active login sessions from other devices.

Login History

Review recent login attempts for suspicious activity.

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UI (Appearance)

Customize the look and feel of the app.

Setting	Options
Theme	Light, Dark, System
Color Mode	Single Color, Gradient
Accent Color	Pick from quick-select colors or use a custom color

Changes apply instantly across the entire app.

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About

The About tab shows the Changelog — a history of updates, improvements, and bug fixes across recent app versions. Each entry is tagged as New, Improved, or Fixed.

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Next Steps

• Manage your subscription
• Set up integrations
• Configure your rate book