Last Updated November 1st, 2018 by Katie O'Brien
Your Company Profile allows you to input all of your business information to be displayed on financials as well as in the Service Agent portal to potential customers.
The Name you enter here on your Company Profile will be displayed in the following areas if you have access to them:
Setting your currency and timezone are only going to make changes to your application. They will not be displayed on your profile. Currency changes which currency monetary values show in to you in your application. Timezone changes which timezone your application will use to time-stamp records etc.
Tip: You can add as many insurance or license lines as needed. Options to choose from for insurance are: commercial auto insurance, general liability insurance, product liability insurance, professional liability insurance, property insurance, umbrella policy and workman’s compensation insurance.
Your logo image shows to potential clients as well as on Invoices and Proposals.
The Name you enter here on your Company Profile will be displayed in the following areas if you have access to them:
Setting your currency and timezone are only going to make changes to your application. They will not be displayed on your profile. Currency changes which currency monetary values show in to you in your application. Timezone changes which timezone your application will use to time-stamp records etc.
Enter in some details about your company. This will be available to users when searching for your company.
Enter in your companies billing and shipping address.
Enter in your company's phone number and email addresses.
