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
   • Bid Defaults / Payment Terms
   • Calendar Settings
   • Time Zone and Location Settings

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, 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. Pick the reminder email you want to configure from the dropdown menu.
   • Learn how to create a new reminder email in our Email article. 
2. 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. 
3. Add more emails by clicking Add Row.
4. Ensure the active/inactive toggle is set to active to turn on this automation. 
5. Click Save.

Project Settings

Adjust project settings based on your company's project management practices.

• 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. 
• Recently Completed Projects: Set the number of days a project will show as "Recently Completed" in the Project Status Pipeline. This will be set at 30 days by default.
• Project 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. 
• 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. 

Calendar, Time Zone, and Location Settings

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. 

Bid Defaults / Payment Terms

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.