|
Name |
Description |
|
Company Information |
Update your address to appear on invoices and estimates. |
|
Logos |
Upload logos for your company. Logos for reports and proposals can be added. Different Divisions can have individual logos if desired. |
|
Divisions |
Set up your company divisions / departments. |
|
Countries |
Define the countries your Customers are in. |
|
States |
Define the states your Customers are in. |
|
Taxes |
Define up to five tax levels or rates according to your regional, state or federal tax rates. |
|
Employee Status |
Create and Manage the possible statuses for your Employees. |
|
Crews |
List of Crews that work on Jobs. |
|
Employees |
List of your Company's Employees. |
|
Configuration |
Set up system-wide configuration settings. |
|
Regional Settings and Formatting |
Create and manage settings related to the time and date display options in Manage360. |
|
Workflow Task Sets |
Create and manage task sets which can be used to create multiple tasks for Accounts, Opportunities or Jobs. |