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Customizing Company Profile

To customize the software so your company is featured in emails and such.

  1. Go to "Settings"> "Company Profile "> Add/Edit any information about the company, such as name, website, phone number, and timezone.
  2. Change your company logo by uploading a new one.
  3. Customize your company's start and end times using the scheduling tool.
  4. Set your company's location.
  5. Customize your company's email addresses.
    Main - Appears in the body of the message when sending a signed quote, appointment, or service report.
    Service - Used to send appointment and service report emails.
    Sales - Also appears in the body of the message when sending a signed quote, appointment, or service report. Will be CC'd on signed quotes.
    Billing - Invoice for Pool Office Manager will be sent to this email.
    BCC - Copies of all emails sent from the software will be sent to this email as a BCC recipient
  6. Check or uncheck the desired options for Visual cues.
  7. Click the "Save" button to confirm your selections and update the settings.