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--- CLIP 1: Overall Settings + Chat & Help Center ---
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[00:00:00]
Hello and welcome to ZevBit Software. We are so excited that you decided to sign up and create your account. We can't wait to walk you through step by step how to set everything up for your company and get the most out of the system. The system was built specifically for contractors to save time, be more efficient, and most importantly be more profitable. So let's go ahead and get started. We're going to start with step one which is the initial setup process and learning the system. We're going to be following it up with additional steps to learn the entire system. First of all, I want to say if you guys have any questions at any time, go ahead and click on this chat button in the bottom left corner and click send us a message right here.
[00:00:47]
This will go directly to our support team. Anytime you have questions, you need more help on something, you want to jump on a zoom call or phone call, use this chat message right here to get in contact with us and we'll get back to you as soon as possible. From there you can also click the help center and find these articles with additional information for different sections of the software. Let's go ahead and get started. The first place you want to navigate to is the settings where you can do the initial setup process. So you probably landed here in the CRM. Just go ahead and click on settings and then here you can confirm your company name and address. If you had any trouble with your logo, go ahead and re-upload it here. If you need to delete and re-upload, I'll show you how you can
[00:01:33]
crop that here. So I'm just selecting this example logo. You can actually zoom in and out on this with your mouse and then drag this to fit where you want the logo. So zoom it and then drag this around, hit okay and then make sure you click the save button to save your logo.