Company setup
Know when your settings have actually saved
Understand autosave, Save buttons and retry messages.
Before you start
Keep the screen open until the save result is shown.
Follow these steps
On Branding, Product info, Quote email and Website widget, finish the edit and leave the field so autosave can run.
Wait for the save status. Saving is still in progress; Saved confirms a completed save.
If Not saved names a field, keep the text, correct any validation issue and choose Try again.
On Pricing, select Save pricing. On integration forms, use that connection’s Save settings button.
Reopen the screen to confirm the stored value before relying on a change for an important send.
The server has accepted the values you intend to use.
If something looks wrong
- Saved appears but you typed more afterward? Save the latest edit too; a completed earlier request cannot confirm newer text.
- Repeated failures? Copy the error, screen name and approximate time for support before refreshing.
RELATED WALKTHROUGH
Set up your company branding
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Upload your logo
Open Company settings, then Branding. Use Upload logo for your company image. Pick the brand and accent colors you want homeowners to see.
Check contact details
Review your company phone, email, website and complete return address. Use an address that can receive returned mail. Check the appointment request recipients too.
Describe your products
Product info holds the descriptions and photos for each product. Use your own wording when the standard description does not match the work your company provides.
Wait for Saved
These fields save when you leave them. Wait for confirmation. If a field says Not saved, correct it and use Try again before relying on the change.