Setting up Company Settings
Company Settings
Access company settings and input key information.
Add your company name, logo, cover header photo, and a brief company description.
Enter your company's address, phone number, email, and website.
Utilize Google integration for accurate address details.
Profile Information
Complete your profile with your position, license number, signature, and photo.
Ensure consistency as your profile details will be used in every proposal.
Integration Setup
Explore integration options based on your company's needs.
Configure integrations such as Best Routes, Melissa Listings, Loom, Google Places, and Financing.
Location and Business Hours
Set your business location and time zone.
Input your Google Places ID to fetch reviews seamlessly.
Team
Invite new team members or reassign proposals for ex-employees
Add extra details or team information as well as change permission sets per user.
Billing
Save your billing settings to complete the setup process.
Update your payment method and see your bill.
Must use the billing email address used when signing on with Smarter Launch
