- Go to "Settings"> "Company Profile "> Add/Edit any information about the company, such as name, website, phone number, and timezone.
- Change your company logo by uploading a new one.
- Customize your company's start and end times using the scheduling tool.
- Set your company's location.
- 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 - Check or uncheck the options under Appointment emails and Visual cues:
- Hide the appointment time in appointment emails: customers see the day of the appointment, not a time.
- Automatically include the quote tag when adding a new customer: every new customer starts with the quote tag.
- Automatically set photos to private by default: new photos are marked private until someone unchecks Private on the photo.
- Click the "Save" button to confirm your selections and update the settings.
