Handbook / Across everything
Company settings
Filled in once, and it heads every proposal, invoice and printed document from then on.
Company - name, licence numbers, address, phone, email and website. These appear on every document and in the footer of every email, and they are what makes the paperwork look like it came from your company rather than from software.
Defaults - tax rate, markup, contingency, payment terms, retainage, and the standard terms that prefill on every proposal and purchase order. Setting these properly is an hour that saves a minute on every document for years.
Email delivery - covered in its own section.
The document preview on the settings page updates as you type, so you can see the letterhead before anything is sent with it.
Undoing things
| What happened | The way back |
|---|---|
| Changed a default | Documents already created keep the figures they were created with. Only new ones pick up the new default. |
| Changed the company address | Documents already generated as PDFs keep the old one - they are filed as they were sent. Regenerate if it matters. |
Access: Company settings.