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Update your company details

All edits begin at the My Account page.

You will see two boxes of information. The box on the left contains information for your own employee profile. The box on the right contains information about your company.

Click Edit in either of the boxes to begin modifying the details.

Modifying your employee info allows you to update:

  • Name
  • Email
  • Phone
  • DOB
  • License Number/Expiration
  • Time Zone
  • Office Name
  • Rate per Job (Server Pay)

You can also set yourself as the default server on all new jobs, change your password, and delete your electronic signature.

Modifying your company info allows you to update:

  • Company name
  • Phone
  • Fax
  • Email
  • Website
  • Address(es)

Make sure to press Update before leaving each screen.

  • Updated Aug 29, 2022

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