Update General Settings Configuration
Set your company information up in the general settings in your configuration settings.
Ext-Tech
Google
1
Navigate to "Configuration" settings
2
Click "General Settings"
3
You can change the client facing name of your organization by clicking in the "Organization name" field and start typing.
4
Upload your logo here. In the green box below the are to upload your logo, it tells you the dimensions needed for the logo. If you need help, reach out to your EXT customer rep and we would be happy to assist.
5
Change your brand colour by clicking on colour under 'Email Brand Colour'. This colour appears in the header of your estimates and invoices. You can choose a colour or type in a specific number related to the colour. Choose the colour and click 'ok'.
6
Change your brand colour by clicking on colour under 'Email Text Colour'. This colour appears in the header of your estimates and invoices. You can choose a colour or type in a specific number related to the colour. Choose the colour and click 'ok'.
7
Click the "Business number/Tax Number" field and enter in the information. This appears on your estimates and invoices.
8
Click drop down menu for country and choose the appropriate option.
9
Click drop down menu for distance unit and choose the appropriate option.
10
Click drop down menu for currency and choose the appropriate option.
11
Click the "Email" field and type in the email you wish estimate approvals and completed forms to go to. Note - individual forms can go to other people in the company and is set up through the form setting.
12
Click the "Sales tax description" field and enter in the percentage for sales tax. Do not fill anything out in the secondary sales tax description unless you work in another area where that would be applicaple.
13
Click "Save"
14
Once you hit save it will bring you back to the top of the page.
15
Click "Configuration" to go back to the main configuration settings.
Update General Settings Configuration
Set your company information up in the general settings in your configuration settings.
Ext-Tech
Google
1
Navigate to "Configuration" settings
2
Click "General Settings"
3
You can change the client facing name of your organization by clicking in the "Organization name" field and start typing.
4
Upload your logo here. In the green box below the are to upload your logo, it tells you the dimensions needed for the logo. If you need help, reach out to your EXT customer rep and we would be happy to assist.
5
Change your brand colour by clicking on colour under 'Email Brand Colour'. This colour appears in the header of your estimates and invoices. You can choose a colour or type in a specific number related to the colour. Choose the colour and click 'ok'.
6
Change your brand colour by clicking on colour under 'Email Text Colour'. This colour appears in the header of your estimates and invoices. You can choose a colour or type in a specific number related to the colour. Choose the colour and click 'ok'.
7
Click the "Business number/Tax Number" field and enter in the information. This appears on your estimates and invoices.
8
Click drop down menu for country and choose the appropriate option.
9
Click drop down menu for distance unit and choose the appropriate option.
10
Click drop down menu for currency and choose the appropriate option.
11
Click the "Email" field and type in the email you wish estimate approvals and completed forms to go to. Note - individual forms can go to other people in the company and is set up through the form setting.
12
Click the "Sales tax description" field and enter in the percentage for sales tax. Do not fill anything out in the secondary sales tax description unless you work in another area where that would be applicaple.
13
Click "Save"
14
Once you hit save it will bring you back to the top of the page.
15
Click "Configuration" to go back to the main configuration settings.
