This article will cover how to edit company settings including name, business number, license number, logo, and basic contact information.
How to edit graphics in Company Settings
- To access the Admin section Click on your name on the top right of the screen.
- Select Admin from the options.
- Click Company Settings.
- Click on the green Pencil icon in the Graphics panel to open up you computer files and select a logo.
- Click on the box above Colour 1 to change the logo's background color.
- Click on the box above Colour 2 to change the color of the strip on flyers.
- Click on Branding in the Green panel on the left side of the screen.
- Click and drag the bubble in the Zoom Bar to zoom in or out on your logo. Confirm the appropriate zoom level by looking at the flyer example on the left side of the screen. The flyer example will adjust in real time to reflect any branding changes you make.
The logo is visible on site plans, flyers and quotes.
Please see "How to create a flyer" and "How to create a proposal" for flyer- and proposal-specific branding and editing.
How to edit Details in Company Settings
- Click on your name at the top right of the screen.
- Click on Admin. Company Settings is the default page within Admin.
- Click on any text box to add or edit details.
- Click the green Save button at the top right to save your edits.
Company Details as listed in this section are visible on site plans, flyers, and quotes.
The address listed in the Company Details will serve as the landing map when you log on to your account.