Company settings
Company Settings can be found in the left sidebar of Profile & Settings section and control basic system functionality. Company settings are only viewable or editable by company admins. Each company setting is essential in controlling the system's default function and needs special consideration. Please take the time to go through each setting to ensure your system is customized to the way you do business. Please hover your pointer over the embedded Info Icons for additional field details.
- Basic Info
- Payment method, Subscriptions, Invoices.
- Connect Email & Calendar
- Integrate NearMap
- Import Roof Measurements
- Integrate Zapier
- Company Cam Settings
- Tags
- Custom Fields
- Company Settings Contact Info
- Company Settings Roof Template Settings
- Company Settings Job Settings
- Company Settings Call Settings
- Company Settings V2 Payments on or off?
- Company Settings Advanced Settings & Trades
- Company Settings Email Settings
- Company Settings Weather Notifications
- Company Settings Permissions
- Company Settings Report Settings
- Company Settings Payment Settings
- Company Settings Estimate Settings
- Company Settings Material / Work Order Settings