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:

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

Step 2:

• 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.

Step 3:

• 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.

Step 4:

• Example of logos on an Inspection report

Step 5:

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

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.

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

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.

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