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Video tutorial
Setting up the company: your details and branding, your trade, your plan, locations, team emails, colors, document wording and signing reminders.
0:00 Intro 0:14 Finding your way 0:27 Company and branding 0:49 Your trade 1:14 Plan and billing 1:38 Locations 1:56 Team emails 2:11 Statuses and colors 2:25 Document wording 2:45 Signing reminders 3:02 Settings with their own videos
This video tours Settings, where owners and admins set up the company: your details and branding, your trade, your plan, locations, team emails, colors, document wording and signing reminders.
Click Settings at the bottom of the menu. The list on the left groups every setting, from Company to Your account, and Find a setting jumps to one. Most of Settings is for owners and admins.
Company and branding comes first. Click Change logo to add yours. Fill in the company name, phone, email, website, license number and address, pick the accent color for your quotes, and click Save. Your name, logo and details print on every quote, and the logo shows at the top of ECHOPS.
Your trade tells ECHOPS the work you do. Pick it under The work you do and click Save, and ECHOPS sets the sections, the stage names, the estimate sheets and how a new kind of job runs. Under Sections, turn any section on or off. Add starter content adds the trade's example price book, kinds of job and appointment types, and changes nothing you have.
Plan and billing shows your plan, what's included and this month's AI use. Under Change your plan, pick monthly or yearly, Solo, Crew or Company, and extra users. Solo leaves out Payroll and Automations, Crew leaves out Payroll, and Company has everything. Update payment method opens Stripe's secure page.
Locations lists each place you work from. Click Add location, then give it a name and a color, its street address, and the ZIP codes it serves. A new lead's ZIP code picks its location, checking them in the order listed, so use the arrows to move one up or down.
Team emails decides who gets the emails about new leads and low feedback scores. Owners always get them; tick admins, members or viewers for the rest. Each person can still turn an email off on their own profile.
Statuses and colors sets the color of each lead status, for form leads, call leads and how a lead ends, and the color of each project type on the boards. Back to the app's color undoes a change.
Document wording holds the words on your contracts, retainers, warranties, lien waivers and the other documents from Apps. Pick a document, then edit, add, move or remove its clauses. Have your attorney look them over: the standard words are a plain starting point, not legal advice.
Signing reminders sends the link again to anyone who hasn't signed. Turn it on, set the first reminder, how often after that, and the most to send, then pick which documents get them. You can also text the reminder to people who agreed to texts.
Some settings have their own videos: Calendar and booking, for appointment types, hours and online booking; Calls and Texts, for your business number; Online payments, in the Accounting video; and ECHO, in its own video. Review asks, surveys, payroll and marketing open in their own sections.
Fill in Company and branding before anything else, since your name, logo and details print on every quote you send. Next: Your team.
Filmed in ECHOPS with sample data.
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