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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 month 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

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.

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