Create An Account
Ready to create an Account for a builder, designer, dealer, or repeat customer? You can create Accounts from the Account section under Settings, or when you enter a Job. See Related Articles below for how to create an Account when creating a Job.
Once you create an Account it is available for any existing Job or new Job created. You can view all your Accounts by navigating to Accounts under Settings.
- Go to Settings > Account > Accounts.
- Click on the Create icon, enter the name of the Account, then Save.
- Use the Edit icons on the Account details page to enter the Account Information. Use the Create icon to enter Contacts.
If each Job under this Account will have a unique Job Address, check the box to create a separate address for Jobs/Quotes. Leave the box unchecked to have the Account Address will be the same as the Job Address.