1. Click On "Company Settings"
2. Click On "Customer Portal"
3. Here You Can Upload Your Insurance Documents, Which Will Be Displayed In The Customer Portal To Provide Proof Of Coverage
4. Here You Can Upload Your Warranty Files, For Example A Warranty Certificate, So Customers Can Access Them Easily
5. Here You Can Upload Your Workers’ Compensation Documents To Show Compliance And Protect Your Business And Employees
6. Here You Can Upload License Information, Such As Business Or Trade Licenses, To Give Customers Confidence In Your Qualifications
7. Here You Can Upload Your W-9 Information (For U.S. Businesses), Which May Be Needed For Tax Purposes And Customer Records
8. Here You Can Upload Miscellaneous Documents, Any Other File You Want Customers To See In The Portal
9. Line Item Quantity Only: When Enabled, Customers Will Only See The Quantity Of Each Line Item Without Prices Or Totals
10. Hide Top Proposal Total: When Enabled, The Total Amount At The Top Of The Proposal Will Be Hidden From The Customer
11. Hide Top Proposal Deposit: When Enabled, The Deposit Amount At The Top Of The Proposal Will Be Hidden From The Customer
12. And Here We Can Save The Changes Made Or Cancel To Return To The Dashboard Without Saving
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.