Settings

General information and settings for your company are automatically used throughout the system during bid creation, invoicing, email communications, and more. You can update this information to make the site more user-friendly for your company.

Table of Contents

1. General Info / Settings via Setup Wizard
2. General Info via Company Profile (opens new page)
3. Settings Via Company Profile
   • Email Settings
   • Text Message Settings
   • Reminder Settings
   • Project Settings
   • Calendar Settings
   • Time Zone and Location Settings
   • Leads
   • Bid Defaults / Payment Terms

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. You can pick from the colors presented, click MORE to choose from the color selector, 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

Settings Via Company Profile

Please visit the General Info via the Company Profile article to learn more about Company Information such as logo, brand colors, etc. Here we will discuss the Settings portion of the Company Profile, where we can edit company email and text messaging settings, project settings, notifications, reminders, payment terms, and more.

Email Settings

The system will generate various emails throughout the project. Configure the following settings.

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 Settings on the left side of the screen.
3. Select the Email tab at the top of the box. 
4. Select Edit
5. Update the email addresses you would like to use for the following:
   • From Email Address: Enter the address you want system emails to come from.
   • Reply-To Email Address: Enter the address where you would like to receive any customer responses to your emails sent via the system.
   • Additional System Email Recipients: The assigned salesperson will receive an email when a bid is viewed, accepted, or rejected. Add additional recipients who should also receive these emails. 
   • Reminder 24 Hours Before Appointment: This setting allows customers to receive an automatically generated reminder email (and text if enabled) 24 hours before their scheduled appointment time.
6. Click Save

Email Error Messages

If an email to a customer cannot be delivered, a rejection email will be received. Please verify that the email was entered correctly and that the customer checked their spam folder. Please contact support if the issue cannot be resolved with the above steps.

Text Message Settings

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 Settings on the left side of the screen.
3. Select the Text Messaging tab at the top of the box. 
4. Select Edit

The text messaging feature notifies customers of evaluation and installation appointments. The setting within Company Profile must be enabled for text messages to be sent.

Additionally, customers must have a phone number listed in the system as 'cell phone (text Opt-in)' to receive text messages. 

The below content is used for appointment reminder text messages. These cannot be personalized but do use custom inputs specific to your company, project, customer, and appointment schedule. 

Appointment Text Message

Template:

Your (company name here) (sales or installation) appointment is scheduled for (time) with (salesperson/installer first name) (salesperson/installer last name). Contact (company phone number) with questions. DO NOT REPLY

Reminder Text Message

Template:

REMINDER: Your (company name here) (sales or installation) appointment is scheduled for (time) with (salesperson/installer first name) (salesperson/installer last name). Contact (company phone number) with questions. DO NOT REPLY

Reminder Settings

You can create templated follow-up emails to remind customers to review the bid and sign the contract. These are optional emails and can be set up by primary users within your Company Profile. You set the timing, message, and frequency.

Reminder emails are sent when a customer who has received a bid has not yet signed the contract via the software. Once a bid is accepted, the customer will no longer receive the reminder emails. To learn more about unenrolling a specific customer, please visit our Customer article. 

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 Settings on the left side of the screen.
3. Select the Reminders tab at the top of the box. 
4. Click edit pencil to the right side of the table on the line you want to edit. 
5. Pick the reminder email you want to add from the dropdown menu.
   • Learn how to create a new reminder email in our Email article. 
6. Choose when you want the email to send by setting the number of days after the bid delivery.
   • For example, by selecting 1 day for the first email and 7 days for the second, the system will send your first email 1 day after bed delivery and the second 7 days after bid delivery (6 days after the first email). 
7. Add more emails by clicking Add Row.
8. Ensure the active/inactive toggle at the top is set to active to turn on this automation. 
9. Click Save.

Project Settings

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 Settings on the left side of the screen.
3. Select the Projects at the top of the box.
4. Select Edit
5. Adjust project settings based on your company's project management practices.
   • Recently Closed Projects: Set the number of days a project will show as "Recently Closed" in the Project Status Pipeline. This will be set at 30 days by default.
   • Marketing Source Required: During the customer creation intake, the question "How did you hear about us?" can be optional or required based on this setting. 
   • Project Sales Collaboration: This setting enables your salespeople to have access to all projects when turned on. When disabled, your sales representatives will only see their own projects. Primary and Sales Managers will be able to see everyone's projects regardless of this setting. 
   • Project Install Collaboration: This setting enables your installation team to have access to all projects when turned on. When disabled, your Installers will only see their own projects. Other limitations for their setting remain. Primary and Sales Managers will be able to see everyone's projects regardless of this setting. 
   • Show Project Costing to Primary Users Only: Visibility to the Project Cost section on the Project Overview page is controlled with this setting. Enabled means visibility is limited to only primary users. Disabled means all users (sales and installation teams) can see the project costs when recorded. Learn more about Project Costing in our Help Center Article, which is linked here. 
   • Lead Type: This section is where you can choose how you want your team to categorize Leads. For Example, a fence and deck company might have lead types of Wood Fence, Chain Link Fence, or Decking Project. While a Waterproofing or Foundation repair company might use types such as Concrete Leveling, Peiring, Sump Pump, or simply Basement Crack. This optional field is intended to help the team organize their workflow as they nurture their lead list and can be as simple or detailed as you would like. Please visit the Help Center Leads article to learn more about how this information is used within the Lead Manager. This project type is also used in the Lead Capture Form drop-down options. 
6. Click Save

Calendar, Time Zone, and Location Settings

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 Settings on the left side of the screen.
3. Select the Calendar at the top of the box.
4. Select Edit

Enable or disable Allow calendar sharing for sales and installation users.

• If enabled, sales and installation users will be able to see all user appointments.
• If disabled, sales and installation users will only see their own appointments.
• Primary and Sales Managers will be able to see everyone's appointments regardless of this setting.

Customize settings for your region and time zone for software accuracy. The system uses these settings to center your map and schedule appointments. 

• Time Zone: Ensure all timestamps are accurate for your location.
• Latitude/Longitude: Your office location will center the map on a default location if no appointments are scheduled. Learn more in the How to Find Your Businesses' Coordinates: Latitude & Longitude article. 

Leads

The Lead Capture Form allows you to create a customized form within Contractor Accelerator that can be easily embedded on your website. This form enables customers and prospects to submit their information directly, which is then automatically sent to the Leads Manager. This seamless integration streamlines your lead management process, ensuring that you capture every potential lead efficiently.

Creating the Lead Capture Form

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 Settings on the left side of the screen.
3. Select the Leads at the top of the box.
4. Select Edit to enable the Lead Website Form.
5. Customize Your Form by updating the fillable fields on the left side. 
   • Name/Title: Provide a title for your form (e.g., "Contact Us").
   • Submission Button Text: Add text for the submission button (e.g., "Submit").
   • Default User: Select a default user from the dropdown list of sales team members that you want to be "assigned to" or the owner of any new leads pulled into the software from this form. 
     • This is an optional assignment. If you do not assign the leads, they will show as unassigned in the Leads Manager and no notification will be sent.  
     • This user will see the lead the same way they would if someone manually entered them into the Leads Manager. They will receive an email notice that they have a new lead and can find the lead in the Lead Manager table. They can then either reassign leads to the appropriate salesperson or handle them directly.
6. Optional Input Fields:
   • First and Last names are required fields and cannot be removed from the form.
   • While Email, Phone, and Address are all optional, we suggest making at least one of them a required field, so you know how to get in contact with the prospect.
     • Simply select which fields your customers/prospects need to complete by checking the box to the left of each option.
     • Then, mark them as required or optional using the toggle.
   • For Marketing Source and Project Type, you can update the question phrasing and choose between a predetermined dropdown selection or a free-form text box.
     • If using a free-form text box, the information entered will appear in the notes section of the Lead in Leads Manager. 
     • If you select the dropdown, options will pull from the relevant sections in the software and fill in the appropriate field within the Leads Manager.
       • Marketing Sources can be edited in the Marketing section of the software, and the Marketing Source field will be filled in by the Leads Manager for this Lead.
       • Project Types can be edited in the Company Settings under the Project section and will fill in the Project Type field within the Leads Manager for this Lead.
   • The Customer Notes section also allows changes to the phrasing of the title/question.
7. After reviewing the preview, click Save.
8. Click the Copy button to copy the code block provided at the bottom of the screen for embedding.

Using the Form on Your Website

• Choose a webpage where you want to add the form and add the copied code to your page. You may need to clear your cache to see the new page and/or form. 
• When a customer fills out the form and clicks the button to submit it, a new lead will be created in Contractor Accelerator filling in any data they have provided.
• The lead will show as unassigned if no default user was selected. Alternatively, the default user will be assigned to the lead and notified the same way they would if someone manually assigned them a new lead. 
• The lead's origin will display as Website Leads Form, differentiating it from leads with a Standard origin.

Editing Your Lead Capture Form

If updates to the form are needed, follow 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 Settings on the left side of the screen.
3. Select the Leads at the top of the box.
4. Select Edit to enable the Lead Website Form.
5. Customize Your Form by updating the inputs on the left side. Click here for more information on how to edit this area. 
6. Click Save to apply the updates.
7. You do not need to copy and replace the website code as all changes will be automatically reflected in the already published form. However, you may need to refresh your website or clear the cache to see the updates.

You can learn more about how to manage leads within the system by reading the Leads Manager article in the Help Center.

Bid Defaults / Payment Terms

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 Settings on the left side of the screen.
3. Select the Bid Defaults at the top of the box.
4. Select Edit

Set bid payment term defaults to streamline bid creation. The default you set will be automatically filled into each bid but can be updated during the bid creation process when needed. 

• One-Time Payment Due Timeframe: Set the default setting for a one-time payment. The default you set will be automatically filled into each bid but can be updated during the bid creation process when needed. 
• Installments: Set the default installment payments. The default you set will be automatically filled into each bid but can be updated during the bid creation process when needed. 

Examples

One-Time Payment:

• Final Payment (Due After Project Completion): 100%

Installment payments:

• Deposit (Due At Bid Acceptance): 25%
• Final Payment (Due After Project Completion): 75%