Adding Company Information

Setting up your company information is one of the first things that you need to do in getting started. This information displays on your estimates, your big proposals, your invoices, and in your emails.

So to start, hover over "My Account" tab and click "General/Setup":

Enter all your company informationj in the spaces provided. For the "Company Name (cont'd)" this is useful when, for example, your main company is a division of some other company (ie: Southern Division), then you can include that information in this field:

Once done, all you have to do is to click "Update" and you're good to go. Your information will now appear on invoices, estimates, big proposals, etc.

Best regards,

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