Displaying your company information on your presented proposals is important. Make sure you are displaying up to date and accurate information to your consumers. In the My Company section you can edit the:
Company Name
Business Phone Number
Business Email Address (read more here)
Street Address
HVAC License
About the Company
Terms & Conditions
Payment Terms
Other Forms & Contracts
To create or change any of those fields, follow these steps:
Go to the Office >> Settings >> My Company
2. Click on each of the About the Company, Terms and Conditions, Payment Terms, and Other Forms and Contracts tabs in order to expand them. They can be filled out by copy and pasting information you already have or typing in the text box.
3. Finally, click Save.
You have now successfully added/edited your company information and forms!
For additional help, use the chat widget within the app to contact the Customer Success Team.