General Company Settings

Set up your company profile and customize your settings easily! Brand your business by adding your logo and company details.

Accessing Your Company Profile

Go to Settings > Company Settings > General to update your company details.

Company Info

• Company Name – Enter your registered business name. This will appear on estimates, invoices, and other forms.
• Address – Make sure your address is correct. Choose your Timezone from the dropdown menu. If you prefer timestamps to reflect the device’s local time, check Use Device Timezone.
• Contact Details – Enter your company’s phone, email, and fax (not personal contact details).
• Company Logo – Click Select a Logo, choose an image from your device, and upload it.
• Website – Enter your company’s website.

Remember to click Save at the bottom of the page after making any changes!

Advanced Company Settings

Set up auto-numbering for jobs, invoices, and other records.

How to Set Up Auto Increment

1. Go to Settings > Company Settings > Advanced.
2. Choose which option to set (Jobs, Invoices, Estimates, Purchase Orders, or Customers).
3. Check Autoincrement to enable numbering.
4. Click Change, then enter your starting number.
   • If continuing an existing sequence, enter the next number in your series.
5. Repeat for other options as needed.
6. Click Save to apply changes.

Invoice Settings

• Set your Invoice Report period to monthly or weekly.
• Enable Late Fees if needed.
• Click Save after making changes.

Scheduling Settings

Control how job notes and time entries are handled when converting jobs into invoices.

• Automatically add job notes to invoice – Automatically includes job notes on invoices.
• Automatically add Pinned notes to invoice – Includes customer site notes on invoices.
• Automatically add office user notes to invoice – Transfers office user notes from jobs to invoices.
• Automatically add equipment notes to invoice – Adds equipment service notes to invoices.
• Automatically add estimate notes to the job – When converting an estimate into a job, notes will carry over.
• Lock the job from editing once invoiced – Prevents edits to jobs once invoiced.
• Add job/Travel time to Invoice – Automatically adds field employee time as a line item on invoices. (Disabled if QuickBooks integration is active.)

• Click Save after updating any settings.