DramWell Docs

Overview

Settings is where you shape DramTrade around your business. From company branding and service territory to job status workflows and webhook endpoints, every operational and configuration option lives here. Most settings take effect immediately with no restart required.

Company Profile

Settings > Company holds your foundational business information:

Company name and logo — used on invoices, the customer portal, and email headers
Primary contact details — phone, email, and address displayed to customers
Business hours — used for inbound call routing and automated notification scheduling
Tax ID and business number — printed on invoices and payment receipts
Default time zone — all job scheduling and reporting uses this time zone

Upload your logo in SVG or PNG format at 2x resolution for sharp rendering across all contexts.

Branding

Settings > Branding controls colors and visual identity across customer-facing surfaces (portal, invoices, email templates, booking widget):

Primary and secondary brand colors
Email header and footer layout
Invoice logo placement and footer text
Custom domain for the customer portal (requires a CNAME DNS record)

Changes to branding apply to all newly generated documents. Existing PDFs are not retroactively updated.

Service Zones

Settings > Service Zones defines the geographic areas your business operates in.

Create zones by:

Drawing a polygon on the map
Entering a list of ZIP or postal codes
Setting a radius around a central address

Each zone can have:

A distinct dispatch team or technician pool
Zone-specific pricing adjustments (see Dynamic Pricing below)
Business hour overrides

Zones are used by the dispatch board for filtering and by the booking widget to validate customer addresses before showing available time slots.

Job Statuses

Settings > Dispatch > Job Statuses lets you customize the labels and sequence of job statuses.

The default lifecycle (Scheduled → En Route → On Site → In Progress → Complete) covers most workflows. You can:

Rename any status label
Add custom intermediate statuses (e.g., "Parts Ordered", "Awaiting Permit")
Set which statuses trigger automated notifications
Mark a status as a terminal state (job ends here — no further transitions allowed)

Changes to status configuration apply to new jobs only. Existing jobs retain their current status labels.

Skills & Certifications

Settings > Team > Skills is the catalog of competencies your technicians can hold.

Add skills that reflect the certifications and capabilities relevant to your trade — HVAC EPA 608, electrical master license, plumbing journeyman, and so on. Tag each technician with their verified skills from their profile page.

When AI Dispatch is enabled, skills are matched against the service type on each job to ensure only qualified technicians are recommended.

Notification Templates

Settings > Notifications is the central library for every automated message DramTrade sends.

Each notification has:

A trigger event (e.g., "Job status changed to En Route")
One or more channels (SMS, email, push)
A template body with variable placeholders

Variables available in templates include: {{customer_first_name}}, {{technician_name}}, {{job_date}}, {{job_time}}, {{tracking_link}}, {{invoice_total}}, {{payment_link}}.

Toggle individual notifications on or off per channel without deleting the template. Turning off a notification means it will not fire for any customer — for per-customer suppression, use the Do Not Contact flag on the customer profile.

Dynamic Pricing

Settings > Pricing > Dynamic Pricing allows prices to adjust automatically based on rules you define.

Rule Types

Rule Type	Example
Zone surcharge	+$25 for jobs in the outer service zone
Time-of-day multiplier	1.5x for jobs starting after 6:00 PM
Day-of-week surcharge	+$50 for weekend bookings
Demand-based adjustment	+10% when fewer than 2 technicians are available in a zone

Rules are evaluated at job creation time. The final price shown on the draft invoice reflects all applicable rules. Dispatchers can override dynamic pricing on any individual job.

Booking Widget

Settings > Booking Widget generates an embeddable script you can place on your website to let customers book service directly.

Widget Configuration

Service types available for online booking
Available time windows per service type
Service zone validation (customer enters their address, widget confirms coverage)
Lead capture fields (name, phone, email, property details)
Booking confirmation message

Embedding the Widget

Copy the embed code from the widget settings page and paste it into the <body> of your website. The widget is a lightweight iframe that inherits your configured branding. No backend work is required on your website — all booking logic runs within DramTrade.

Jobs created through the booking widget appear in the Dispatch Board as Pending Confirmation until a dispatcher reviews and confirms them.

Webhooks

Settings > Developer > Webhooks lets you send DramTrade events to external systems in real time.

Creating a Webhook

Click Add Endpoint.
Enter your target URL (must be publicly accessible HTTPS).
Select the events to subscribe to.
Save. DramTrade sends a test payload immediately to confirm delivery.

Available Events

job.created, job.updated, job.status_changed, job.completed
invoice.created, invoice.sent, invoice.paid, invoice.voided
customer.created, customer.updated
membership.enrolled, membership.cancelled, membership.renewed
payment.succeeded, payment.failed

All webhook payloads are JSON and include a signature header (X-DramTrade-Signature) for request verification. Failed deliveries are retried with exponential backoff for up to 24 hours. Delivery logs are available in Settings > Developer > Webhooks > Delivery Log.

Settings