How can I edit my company information?
You can make changes to your My Company section by following these steps:
Step 1: Go to Office >> Settings >> My Company
Step 2: Here you will find multiple fields you can edit including your business contact information, about the company, terms & conditions, and more.
Step 3: Be sure to click SAVE, at the bottom, anytime you make changes to this page.
Information that is visible to customers on your proposal includes:
HVAC License
Company Name
Business Phone Number
About the Company
Terms and Conditions
Payment Terms
Other Forms and Contracts