Initial Branch Setup
  • 01 Sep 2021
  • 1 Minute to read
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Initial Branch Setup

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Article summary


Set Up your Branch by going to File->Company Brach Information and Modify your main branch. 

Fill in your company name and address use the copy button if your physical and mailing addresses are the same.

Add in your company's website information and a minimum job charge if applicable. 

Use the following article links for more detailed information on Branch Set Up.

Minimum Job Charge

Calculate COD

Schedule Set Message

Job Custom Fields

New Customer Default Terms

Printed Terms and Conditions

User Pay

Mobile Settings

Customer Portal

Misc. Tab

Misc. 2 Tab

Licensing Tab