Company Profile Settings

Update your Company Profile in the Admin tab. Your Company Profile will display on Estimates, Work Orders, and Invoice PDF.

Step 1) Click on the Admin tab:

Step 2) Click the left side menu Settings (this is the default menu selection when you click on the Admin tab):

Step 3) Enter your company information into the data fields. Check the box next to each data field that you want to be included in the Company Profile section on the estimate, work order, and invoice PDF:

Step 4) Click Save