Setting Up Company Info Within Admin Features

Setting Up Company Info Within Admin Features

Company Info will enable you to adjust some of your global settings, & provides marketing tools within the reports your organization generates.  Let's take a look!

 

Step 1

How to get to Company Info

Log in and click on the "ToolBox" icon;  once you're in the ToolBox, under Admin Features click on "Company Info".

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Step 2

What are your logo options?

The top 4 options within Company Info will house your marketing and branding images or logos.  To insert a logo you can click on the "Choose File" which pulls up your local drive, or you can drag and drop a logo from your desktop.  Drop the logo directly over the "Choose File" option.  If you successfully add a logo the file name will replace the "No file chosen" indicated by the black arrow below.  Once you click the "Update" button the logo will appear.

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Step 3

Save your logos

You must click on the "Update" button to save your logos.  The "Update" button can be found in the bottom left corner of the Company Info record.

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Step 4

Example of logos on an Inspection report

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Step 5

Add your company info

Please add your company's basic information (the more information the better).

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Step 6

Add your organization's global settings

Add your organization's Terms and Conditions, Payment Terms, and Make Checks Payable To: info. The language you add to the text boxes will appear on your invoices.

NOTE: Your global settings can be overwritten at the client level and property level.

 

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Step 7

Save all company information

As mentioned in Step 3, you must click on the "Update" button to save all logos and company info.

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Congratulations! You have successfully added your company's marketing and branding logos, basic company information and global settings.

 

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