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.

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.

  1. Go to Settings > Account > Accounts.
  2. Click on the Create icon, enter the name of the Account, then Save.
  3. 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.