What You'll Learn

• Where to find company-wide settings and who can access them
• How to configure company branding (logo, name, contact info) for customer-facing reports
• How to set and lock defaults across 9 lockable sections (Report Settings, Report Choices, Photo Settings, Units of Measure, Display Settings, mQ+ Button Settings, Notification Settings, Toolbox Settings, and Advanced Settings)
• How role-based permissions control which users can change settings
• How to require specific workflow steps before a test can be saved
• How to set company-wide defaults for system profiling
• How to review the audit log for setting changes
• The difference between company-wide (locked) settings and individual user settings

What You'll Need

• Account: A measureQuick account with one of the following roles:
  • Service Manager ($49/mo) - has diagnostic tools and can manage company-wide settings
  • Company Admin ($0/mo) - full account access without diagnostic tools; ideal for office managers
  • Administrative ($0/mo) - similar to Company Admin with administrative access
• Note: Service Technician accounts do NOT see the Company-Wide Settings button in the app
• Device: iPhone (iOS 15+) or Android phone/tablet (Android 10+) with measureQuick installed
• Time: 10-15 minutes

Company-Wide vs. Individual Settings

measureQuick separates settings into two categories. Understanding this distinction prevents confusion when managing a team.

Company-wide settings are controlled by users with admin privileges (Service Manager, Company Admin, or Administrative roles) and pushed to every user in the company. When a setting section is locked at the company level, individual users cannot override those settings. Locked settings appear with a "[Managed by Company]" label on each technician's device.

Individual settings are controlled by each user on their own device. These include personal preferences like notification sounds, display brightness behavior, and app layout options. Individual settings have no effect on other team members and do not appear in reports.

The rule: if a setting affects data quality, report output, or diagnostic standards, it belongs at the company level. If it affects only the user's personal experience, it stays individual.

Step-by-Step Guide

Step 1: Access Company Settings

1. Open measureQuick and tap the Settings gear icon
2. Scroll to the Company section
3. Tap Company Settings

You will see the company profile at the top, followed by sections for branding, defaults, locked settings, and administration. If you do not see the full settings panel, confirm your role is Admin under Company Settings > Users.

Company Settings main screen showing branding, defaults, and locked settings sections

Step 2: Configure Company Branding

Company branding controls what appears on PDF reports, customer-facing documents, and shared test results. These fields are visible to homeowners and other contractors who receive your reports.

1. Go to Company Settings > Company Profile
2. Verify or update the following fields:
   • Company Name - appears at the top of every report
   • Logo - displayed on PDF reports and shared results. Upload a PNG or JPG at least 512x512 pixels.
   • Address - street, city, state, ZIP
   • Phone Number - primary business line
   • Email - company contact email
   • Website - your company URL
3. Tap Save

Changes apply to all reports generated after the save. Previously generated reports retain the branding that was active when they were created.

About/Profile screen with company name, profile picture, and company management options

Step 3: Set Default Units and Report Templates

Default settings establish the baseline configuration for every user in your company.

1. Go to Company Settings > Defaults
2. Configure the following:
   • Units of Measure - 12 configurable units including Temperature (Fahrenheit/Celsius), Pressure Condenser and Evaporator (PSIG/bar/kPa), Static Pressure (inH2O/Pa), Airflow (SCFM/CFM/L/s), Capacity (Btu/h/kW/tons), Efficiency (EER/EER2/COP), Energy Ratings (SEER/SEER2), and others. Joe Medosch recommends SCFM for airflow (altitude-corrected) and SEER2 for energy ratings (current DOE standard).
   • Report Template - select which report format is used by default when technicians generate PDF reports
   • Target Values - set default subcooling and superheat targets, static pressure thresholds, and airflow-per-ton standards

These defaults apply to new tests. Existing saved tests retain the settings that were active when they were created.

Company-wide Settings showing interface default, enable all toggle, and General/Interface sections

Step 4: Lock Settings Across the Company

Locking a setting section forces it on every team member and prevents individual overrides. Only users with admin privileges (Service Manager, Company Admin, or Administrative roles) can lock and unlock settings.

There is a master toggle, Enable all company-wide settings, that turns on company-wide management for all sections at once. You can then adjust individual section toggles as needed.

There are 9 lockable sections. The table below lists each section with Joe Medosch's recommendation on whether to lock it.

When a section is locked, technicians see "[Managed by Company]" and cannot change those settings. If a technician needs a temporary exception, the admin must unlock the section, let the technician make the change, then re-lock it.

Company-Wide Settings can also be managed from cloud.measurequick.com under Settings > Company-Wide Settings. The cloud interface mirrors the app's Company-Wide Settings section. Additional cloud-only features include company logo upload, user role management, and subscription management.

Company-Wide Settings panel showing lockable sections with toggles

Step 5: Require Workflow Steps

Admins can make specific workflow steps mandatory before a technician can save a test. This prevents incomplete data capture.

1. Go to Company Settings > Workflow Requirements
2. Toggle ON any step you want to require:
   • System profile completion - technician must enter equipment make, model, and refrigerant type
   • Static pressure measurement - test cannot be saved without a static pressure reading
   • Photo documentation - require at least one photo per test
   • Checklist completion - indoor and outdoor checklists must be fully checked before saving

When a required step is incomplete, the Save button remains disabled and the app displays a message identifying which steps still need attention.

Workflow Requirements showing checklist items with completion status indicators

Step 6: Set Company-Wide System Profiling Defaults

System profiling defaults pre-fill equipment parameters for new tests, reducing data entry time in the field.

1. Go to Company Settings > System Profiling Defaults
2. Set defaults for common equipment configurations in your service area:
   • Default refrigerant type (R-410A, R-22, R-454B, etc.)
   • Default metering device (TXV, piston)
   • Default airflow target (CFM per ton)

These defaults populate the system profile when a technician starts a new test. The technician can override them if the job requires different values, unless the corresponding setting is locked.

System Profiling Defaults screen with refrigerant type and metering device dropdowns

Step 7: Review the Audit Log

The audit log records changes to company settings, user role assignments, and locked setting modifications. Only Admins can access it.

1. Go to Company Settings > Audit Log
2. The log displays entries with:
   • Date and time of the change
   • User who made the change
   • Setting affected and the old and new values

Use the audit log to track when settings were changed, who changed them, and what the previous values were. This is useful for troubleshooting inconsistent test data or verifying that a configuration change was applied correctly.

[Visual Reference] The Audit Log screen lists recent setting changes in chronological order. Each entry shows the date and time, the user who made the change, the setting affected, and the old and new values.

Companywide Checklists (New in 3.6)

measureQuick 3.6 introduces custom inspection checklists that admins create and deploy to all technicians in the company. Checklists support a range of input types per item: inspection toggles, checkboxes, photos, 30-second video clips, and notes. Each checklist has a configurable workflow position (beginning, before measurements, after measurements, or end), and items can be marked required or optional.

Admins build checklists from Company Settings > Company Checklist in the app or from mQ Cloud. Once saved, the checklist appears automatically at the configured position in every technician's workflow. Checklist results tie into the mechanical inspection and visual inspection sections of measureQuick reports.

For the full checklist builder walkthrough, see Companywide Checklist Builder.

Interface Mode Setting (New in 3.6)

measureQuick 3.6 offers two interface modes: mQ Classic (full-featured, detailed data entry, all tabs) and mQ+ (streamlined, AI-powered, field-optimized). Admins can set a company-wide default interface mode so that new users start with the preferred layout. Individual users can still switch between modes at any time via Settings > Interface Mode.

mQ+ is available to Premier Services subscribers. Non-subscribers continue to use mQ Classic.

For details on the two interface modes and how to switch between them, see Interface Mode Selection.

Quick Profiles Management (New in 3.6)

Admins can create Quick Profiles - reusable equipment templates that pre-populate make, model, tonnage, refrigerant type, nominal airflow, and metering device. Quick Profiles are managed at the company level and available to all technicians. They are designed for companies that install or service a limited set of equipment configurations, reducing profiling time to just capturing the serial number via photo.

Profiles can be named, activated, and deactivated from Company Settings. For the full guide, see Quick Profiles (Equipment Templates).

Video Walkthrough

• Introduction to measureQuick: (13,518 views, 1:30:48). Covers app overview including account and cloud features relevant to company configuration

Tips & Common Issues

A technician says a setting is locked but I did not lock it

Another user with admin privileges on your account may have locked the setting. Check the audit log (Company Settings > Audit Log) to see who made the change and when. If your company has multiple admins, coordinate before locking or unlocking settings.

Tip: The easiest way to manage Company-Wide Settings is from cloud.measurequick.com on a desktop or laptop. Log in with an admin account and navigate to Company in the left-hand menu.

Locked settings are not taking effect on a technician's device

The technician may need to force-close and reopen the measureQuick app for locked settings to sync. If the setting still does not update, have the technician log out and log back in. Locked settings require an active internet connection to sync from the server.

I want to lock most settings but allow one technician to use different units

Locking is all-or-nothing per setting. You cannot lock a setting for some users and unlock it for others. If one technician needs a different configuration, you have two options: leave the setting unlocked for everyone, or temporarily unlock it for that specific job and re-lock it afterward.

Reports still show old branding after I updated the logo

Reports generated before the branding change retain the old logo. Only new reports reflect the updated branding. If you need to regenerate a report with the new logo, open the saved test and generate a new PDF.

I changed a default target value but existing tests were not updated

Default values apply only to new tests created after the change. Saved tests keep the values that were active at the time of creation. This is by design, so historical test data remains consistent with the conditions under which it was captured.

I cannot see the Company-Wide Settings button in the app

The Company-Wide Settings button is only visible to users with Service Manager, Company Admin, or Administrative roles. Service Technician accounts do not see this button. If you need access, ask a user with admin privileges to change your role, or manage company settings from cloud.measurequick.com with an admin account.

Joe Medosch's recommended locking strategy

Joe Medosch (measureQuick Director of Training) recommends locking three categories and leaving the rest unlocked:

The principle: lock anything that affects data quality, report output, or documentation standards. Unlock personal preferences.

Which roles can manage Company-Wide Settings?

Three roles have access:

• Service Manager ($49/month) - has diagnostic tools and can manage company settings
• Company Admin ($0/month) - full account access without diagnostic tools; ideal for office managers
• Administrative ($0/month) - similar to Company Admin with administrative access

Service Technician accounts cannot see or modify Company-Wide Settings.

Reference Material

Download: measureQuick Settings Reference (PDF)

Related Articles

Prerequisites:

• Setting Up Your Company Account
• User Management

Follow-up articles:

• Settings: Advanced
• Grid View
• Activating Premier Services Subscription

Related in the same domain:

• Home Screen Navigation
• Workflow UI Navigation
• Interface Mode Selection (mQ Classic vs mQ+)
• Companywide Checklist Builder
• Quick Profiles (Equipment Templates)

Need Help?

If you get stuck or this article does not answer your question:

• Check the Related Articles section above for follow-up topics
• Contact measureQuick support: support@measurequick.com