Setting Up Your Profile Information

Setting Up Your Profile Information

1.      Once you open the program, you will automatically land on the Dashboard page.

a.      This page will be more important once there are projects loaded into your system.

b.      Dashboard details will be addressed later.

2.      Click on the Settings tab on the left-hand menu.

a.      This will pop out to another tab.

3.      Click on EDIT in the Company section.

a.      Enter your company name.

b.      Upload your logo.

c.      Enter your company website.

d.      Click the SAVE button.

4.      Click on EDIT in the Contacts section.

a.      Enter phone, fax, and email.

b.      Click the SAVE button.

5.      Click on EDIT in the Address section.

a.      Enter company address info.

b.      Click the SAVE button.

6.      Click on EDIT in the Retainer Fee section.

a.      Choose whether you’d rather charge your fee by percentage or fixed amount.

b.      Enter the percentage or amount you’d like to charge.

c.      Click the SAVE button.


You can now close this tab and go back to the previous tab.



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