How to Set up your Company Details
Click on ‘Settings’ in the left hand menu, within this click on the tab ‘Company Settings’
Here you can upload your company logo, change your currency, set a base hourly rate, mileage rate, company name and more.
Related Articles
Company Settings - How to Video
This video will show you how to set up your Company Settings, including: - Company Details - Shipping Addresses - Team Members - Departments - Access Permissions - Refer a FriendHow to set Access Permissions for your Team
In company settings under the ‘Access Permissions’ tab you can set permissions for each of the different user roles. For example, Admin, installer and engineer can have access to different things. Within the roles if you want the user to have access ...Payment Details
To update your payment details: Click on 'Settings' on the left hand menu Within Settings, click on 'System Settings' This will open the System Settings page and you will see each of the different sections Click on the tab 'Payment Details' tab A ...Getting Started- Company Settings
Adding a Task
After you have configured your Task Stages, you can start adding tasks. Within the CRM section, click on 'Tasks' This will open your Tasks page, to add a new task click '+Add Task' A new window will open and you can enter details about the task such ...