Adding your profile picture
1. Click the person icon in the top right of your page and go to Your Profile.
2. Click the upload button and select an image.
 |
 |
Changing your contact information
You can adjust your contact information on estimates including your first name, last name, phone number, and title.
Changing your password
To change your password, click the Change Password button and you will receive an email with a link to reset your password.
Your Signature
Please provide your signature by either drawing it in the designated space or uploading an image of it. This signature will be used to conveniently finalize the contract once your customer accepts the estimate.
Email Notifications
1. Click the person icon in the top right of your page and go to Your Profile > Notifications.
2. Select the checkboxes for the email notifications you would like enabled. If you have an admin account you can choose between receiving notifications for all estimates or just your own.