Use Default Company Information to set the company details that appear on your estimates, bids, and invoices by default.
This is where you can add or update your:
company name
phone number
address
other contact information
company logo or image
How to add or update your company information
Open National Estimator Cloud.
From the main menu, go to Tools.
Select Default Company Info.
Enter the company details you want to use by default.
To add a logo or image, click Select File and choose the image file you want to use.
Click Save.
The default company information will appear in all new estimates, like so:
💡 Tips:
Customer information first entered in Edit Company Info becomes the default and will be added to every new estimate. Thereafter, you’ll be asked if changes made in Edit Company Info should also change the default.
Estimates can also include information about the customer and the job. See Edit Customer Info and Edit Job Info.
Video: Update Customer, Company and Job Info