Company Settings
Company Settings Articles
By Laura and 2 others3 authors53 articles
- How Can I Select My Type Of Business?
- How Can I Change My Company Name?
- How Can I Update My Time Zone?
- How Can I Add My License Number, and Where Will It Be Shown?
- Company Settings: Brand
- Update Company Address/Billing Address
- Where Can I Update My Phone Number?
- How Can I Set Up My Tax Rate?
- How to Use "Brand Finder"?
- How to Update My Contact Tags?
- How to Update My Lead Sources?
- How Can I Add/Update My Payments Methods?
- How to Update My Review URL?
- How to Update the Reply Email?
- Managing Your On-Site Estimate Communication
- How Can I Edit My Terms and Conditions?
- How Can I Restore The Original Terms and Conditions?
- Customizing the PDFs
- Why My Customers Are Receiving 2 Text Messages After Scheduling an Appointment?
- How to Remove/Add any of our Add-Ons?
- How Can I Set a Job Start Time?
- Company Settings: Brand Overview
- Company Settings: Integrations Overview
- Hide Top Proposal Total for All and Inside of One Proposal?
- Company Settings: Customer Portal Overview
- Company Settings: Company Information Overview
- Adding Internal Lead Sources
- Logo Upload Issues with WEBP files
- Differences Between DripJobs Pro and Advanced
- Where Does DripJobs Work?
- Generador De Términos Y Condiciones (TCs Generator)
- Personalización De Los PDFs
- Configura la Comunicación Enviada Cuando Agendes Citas
- I'm not Receiving Notifications When My Customers Reply on the Chat
- Different Types of Training
- Notifications Within DripJobs
- How to Add Jobi AI Add-On Feature?
- Why My Proposal SMS Link Isn't Working?
- Customer Portal: Hero Images
- How Does Proposal Trust Builder Work?
- How To Edit The Receipt Email Template For Invoices
- Why ACH Payments Are Not Available For Canadian Accounts
- How to Assign a Salesperson or Project Manager by Default?
- How to Remove My Text Messaging Add-On?
- Setting Up GST/HST And Tax Registration Numbers
- Why Isn't My Tax Registration Number Showing On Invoices?
- Tax Registration Number Labels: Canadian vs. Other Accounts
- How to Add Multiple Documents Per Category In Customer Portal Settings?
- How to Create a Custom Document Category?
- How to Reorder Document Categories in Customer Portal Settings?
- Default Document Categories and What They're for
- How to Edit a Custom Category from Customer Portal?
- How to Generate a Proposal Hero Image from Customer Portal?