Set your company details and logo

Details is who you are to your clients and where your trucks start. What you set here prints on every quote, invoice and client page, and every delivery distance is measured from the warehouse.

Steps

1. Open Settings, System, Company.
2. Under Company details, fill in the name, phone, email, street address and website. Press Save.
3. Under Logo, press Upload for each slot you have: Logo, Logo for dark backgrounds and Square mark. Each saves on its own; Replace and Remove change it later.
4. Under Warehouse, start typing the address your trucks load from and pick it. Press Save. It is found on the map as it saves.
5. Pick your Time zone and Date format. These save as you pick.
6. Under Address of this app (for client links), enter the web address your system lives at, for example https://crm.yourcompany.com, and press Save.

Good to know

• Logo prints on the sign-in page, quotes, invoices and the client's pages: wide rather than tall, a PNG or JPEG, a transparent background looks best. Until you upload one, a placeholder stands in.
• Logo for dark backgrounds sits on the menu and at the top of emails. Square mark is the browser tab and the folded menu: square, at least 512 pixels.
• App icon, under the logos, is the icon on a phone's home screen: your logo with CRM under it. See Put the app on your phone.
• The time zone is the clock shifts, routes, reminders and the calendar run on. Each person can still set their own for their quiet hours.
• The date format is how dates are written everywhere, including what a client reads. Each person may pick their own for their screens under Me, Preferences.
• Module names, at the foot of this page, lets you call Quotes Estimates or Orders Bookings. See Name the modules your way.
• Terms printed on quotes and invoices is on this page too. See What your quotes and invoices show.
• The setup guide asks for the same details in its first two steps.

If something goes wrong

• "Not on the map yet." Finding the address needs Google Maps connected. See Google Maps.
• Client links point at the wrong address. Check Address of this app (for client links). Every link in a client message starts with it.