Customization

Review customization options including custom fields, PDF’s and more.

Company Profile for PDF Forms

Add your Company Profile to display on PDF Forms such as work orders and invoices by clicking the gear icon in the upper right corner then selecting ‘PDF Forms’ Then click ‘Company Profile for PDF Forms’ shown below which will open the Company Profile page: Enter the information you would like to display in your […]

Custom Terms

When you created your account several custom terms were automatically added. We understand each business is unique and therefore you have the ability to modify the custom terms described below. To modify the custom terms click on the gear icon then select ‘Custom terms’ Click on any of the Custom Term to open the list […]

Company Logo for PDF Forms

Adding your company logo to display on PDF’s is simple. This feature is located on your Company Profile page which you can find by following the steps below. Step 1) Click the gear icon in the upper right corner then select ‘PDF Forms’ Step 2) Click on ‘Company Profile for PDF Forms’ and your Company […]

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