How to Access My Account
My Account can be found and edited by going to the management section on the left > Settings > My Account
Information to Enter
In the My Account section, fill out these details:
First Name and Last Name
Optional: Display Name (if left blank, defaults to First + Last name)
Company Position (e.g. Technician, Sales Rep)
License Number (if applicable in your state)
Phone Number and extension if applicable
Signature and Initials (upload or draw)
Photo (upload)
Recommended: Enable Two-Factor Authentication (2FA) to add an extra layer of security to your account.
Why This Matters
Your details automatically appear on proposals under Prepared By, making proposals look personalized and professional
Some states require your license number or other credentials on proposals and official forms
This information carries over to state-required forms that need your name, license, or signature