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Setting up company defaults

This article covers how to setup or update your current company defaults.

Leif Elgethun avatar
Written by Leif Elgethun
Updated over 5 years ago
  1. Select the companies tab on the left.

  2. Select View on your company.

  3. Select the Defaults tab located on the left.ย 

  4. Within this tab, update any information here that you would like the software to default for you.ย 

  5. When you are finished, select save in the top right of your screen.

Note: Defaults are created and used to help save you time with data entry. All defaults can be changed within the project/proposal if different information is needed.ย 

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