Adding Accounts from Settings

You can create Accounts from the Account section under Settings, or when you enter a Job. Either way, once you create an Account it will be available to you for any Job you enter or have entered. 

  1. From the left side navigation menu, click Settings > Account > Accounts. This will list all the Accounts you have entered.

    image list of accounts

  2. Click on the Create icon, which will open the Create New Account box. Enter the name of the Account and click Save.

    image create new account

  3. Once you Save, you will see the Account Info page. Use the Edit icons to enter the Account Information. Use the Create icon to enter Contacts.

    image edit account info

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