General

The general information and settings for your company are automatically used throughout the system during bid creation, invoicing, email communications, and more. Update these to make your account more user-friendly for your company.

Table of Contents

1. General Info/Settings via Setup Wizard
2. General Info via Company Profile
   • Contact Information
   • Company Logo and Brand Colors
3. Settings Via Company Profile (opens new page)

General Info/Settings Via Setup Wizard

Company Logo and Brand Colors 

1. Click the Setup button at the top left of the screen to open the Setup Wizard. 
2. Select the General Info step. (If you are just starting the Wizard, the General Info step will already be open for you as the first step.)
3. Add your company's Domain (example: companysite.com) and click the lookup button. This will allow our system to search your site for your logo and brand colors.
4. If the lookup pulled your logo into the system, click on the logo. Alternatively, you can click Clear Results to reset the system and up upload your own logo. To do this, click Upload Logo and select an image from your desktop files.
5. The lookup should also pull in colors used on your website. To select your company brand colors, click the edit button. Pick the colors you want, or click more to choose from the color picker or type in a specific hexadecimal color code.

Company Emails and Website 

1. Click the Setup button at the top left of the screen to open the Setup Wizard. 
2. Select the General Info step. (If you are just starting the Wizard, the General Info step will already be open for you as the first step.)
3. Add or Edit your From Email Address. This is the email address that customers will see when you send them an email via the software. 
4. Add or Edit your Reply-To Email Address. This is the email address that will receive customer responses to emails that were sent from the software. 
5. Add or Edit your website domain. This company website will be included in customer communication and on your bid. 
6. Click Next

General Info Via Company Profile

Please visit the Settings via the Company Profile article to learn more about that section. Here we will discuss the General Info, where we can edit company Logos, colors, addresses, main phone number, and website. 

Make changes to your Company's general information by following these steps:

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select General Info on the left side of the screen.
3. Select Edit
4. Update Information. (See below for details on each setting.)
5. Click Save.

Contact Information

Edit company name, mailing address, billing address, phone number, and website. 

Billing Address

Add a billing address to appear on invoices in place of your company's physical address.

Manage Phone Numbers

Your phone numbers will be displayed in email communications sent to your customers.

• Click the Add Row +  button to add a number.
• Complete the type and number fields.
• Click the trashcan button to delete a number.
• Select the circle to the left to designate a primary phone number. Only one number can be the primary.