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Company Settings: App Settings
Company Settings: App Settings

This article will show you how to edit the information under App Settings.

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

Navigating to App Settings

1. Click on Settings

Click on  Settings

2. Click on Company

Click on Company

3. Click on App Settings

Click on App Settings


Add Customer Types, Customer Payments, & Lead Sources

1. Click on the section you want to work on

Click on the Tag section you want to work on (Customer Types, Customer Payments or Lead Sources)

2. Insert the new tag name you want to add and press "Enter"

Insert the new tag name you want to add and press "Enter"


Delete Customer Types, Customer Payments, & Lead Sources

1. Click on the "x" option next to the desired item to delete it



Updating Estimate Request Availability

1. Check/Uncheck using the toggle to update the days customers can request estimates for

Check/Uncheck using the toggle to turn on/off the days you'll like to set up appointments on


Save and Update

1. Click on Save to register the changes

Click on Save

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