Company Settings Enable and Edit Email Templates 1. Click on Company Settings 2. Click on Configurations 3. Click on Email Templates 4.…AdminApril 6, 2026
Company SettingsTemplates Download the Mobile App 1. Click on Company Settings 2. Click on Mobile App 3. Click to Download from…AdminApril 2, 2026
Company SettingsTaxes Configure Taxes 1. Click on Company Settings 2. Click on Configurations 3. Click on Taxes 4. Add…AdminApril 2, 2026
Company Settings Configure Sequence 1. Click on Company Settings 2. Click on Configurations 3. Click on Sequences 4. Change…AdminApril 2, 2026
Company Settings Create a Custom Role 1. Click on Company Settings 2. Click on Roles 3. Click on New Role 4.…AdminApril 2, 2026
Company Settings Enable Payment Methods 1. Click on Company Settings 2. Click on Payment Methods 3. Enable Cash, Check 4.…AdminApril 2, 2026
Company Settings Add Company Property 1. Click on Company Settings 2. Click on Properties 3. Click on Add New Property…AdminApril 2, 2026
Company Settings Update Company Info 1. Click on Company Settings 2. Click on Profile 3. Change the Company Name if…AdminApril 2, 2026