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Basic Product Setup – REQUIRED
User Options - Company Info
Code Settings - Taxes
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User Options - Company Info
Code Settings - Taxes
Labor Setup
Code Settings - Technicians
Code Settings - Service Writers
User Options - Emailing
Supplier Setup
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User Options - Pricing
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Code Settings- Hazard Disposal
User Options - Document Footer
User Options - Printing

User Options - Company Info

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Verify or update your shop's address, contact, and licensing information that will display on printed documents.

 

  1. Click Setup >> User Options >> Company Info.
  2. Fill in/verify the Company Info fields >> click Update.
  • Note: This information will appear on your printed Estimates, Repair Orders and Invoices.

IMPORTANT 

  • The Name field cannot be edited. To update this information, contact your account manager at 1-800-859-3282, option 4. 
  • Depending on your state, Licence information must be included in Company Info.