Company Setup

Let’s get your company information into the platform. The company logo and color selector will customize the CRM to give it the look and feel of your company, and will be used to generate unique, professional contracts. 

First, head to the My Company page (Admin > My Company)

Company Logo & Colors: 


Drag and drop your company logo into the box (jpg, jpeg, or png file types accepted), or click into the box to open your file selector. Select an accent color, which will be the predominant color on your contracts and invoices.

Basic Setup:


Company Name, Address, Phone Number, Email Address, and Website will be printed on contracts and invoices.

Default Settings for Contracts:


Add the default payment schedule and Terms & Conditions for contracts. If you have several standard contracts for different types of jobs, you can maintain multiple Contract Templates in the Admin > Configure screen.

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