Managing your settings
Profile Settings
Your profile settings contain your personal information and account security options.
Access Profile Settings
Click on your profile picture at the bottom of the left navigation panel
Click on "Settings" link beneath your name
You will be taken to the Settings area with several menu options
Update User Profile Information
On the Profile tab, you'll see your name and profile picture
Your primary email address is displayed under "Email addresses"
To add another email address, click "+ Add an email address"
Manage Account Security
Click on "Security" in the left sidebar of settings
Set or change your password by clicking "+ Set password"
Review active devices that are currently logged into your account
You can manage connected accounts under "Connected accounts"
Account Danger Zone
At the bottom of the page is the "Danger" section
Be cautious with the "Delete Account" option as this will permanently remove all your data
Organization Settings
Organization settings determine how your company information appears on estimate PDFs. It is important to add your logo and business information since it is what will be used when generating the PDF.
Access Organization Settings
From the Settings area, click on "Organization" in the left sidebar
Set Up Company Information
Enter your company name in the "Name" field (required)
Add your phone number, email address, and website
Upload your company logo by clicking on the logo box
Your logo and address will appear on all estimate PDFs
Configure Address Information
Fill in your company's complete address
Include Address Line 1, City, State/Province, Country, and Postal Code
Address Line 2 is optional for suite numbers or additional information
Save Your Changes
After entering all information, click the "Save changes" button at the bottom
Your organization settings will be applied to all estimates
Estimate Settings
Estimate settings establish default values that will be applied to all new estimates you create.
Access Estimate Settings
From the Settings area, click on "Estimates" in the left sidebar
Set Default Labor Information
Enter your standard labor label (e.g., "Labor", "Installation", "Service")
Enter your default hourly rate
These values will be automatically applied when adding custom labor lines to new estimates. This is different from creating dedicated ‘Service’ type items in your material catalog.
Configure Tax Settings
Select any taxes that should be automatically applied to estimates
Click "Apply" to save your selected taxes
Global Product Catalog Options
Toggle the switch on to include the global product catalog in your material searches
This gives you access to thousands of priced electrical materials if it is supported in your currency (USD)
Default Additional Content
Use the text editor to create standard content that will appear in the "Additional Content" section of your estimates
This is ideal for payment terms, exceptions, or standard disclaimers
Default Contact Information
Enter the default contact name and email that will appear on estimate PDFs
This information can be overridden on individual estimates as needed
Save Your Changes
Click the "Save changes" button at the bottom to apply your settings
Updated on
Mar 23, 2025
