Before you can create any project, it’s very important to set up your company profile correctly. Without this, customers may not receive the emails you send.
Step 1: Set Up Company Information
Ensure that all necessary company information is inputted correctly.
From the home screen, click on your profile icon.
Click on 'Company' to access the company setup page.
Enter the company name, address, phone number, introduction, and any specific services.
Upload your company logo.
Save the changes to complete the setup.
Step 2: Ensure Email Communication
Verify that your company setup allows for emails to be sent to customers.
Go back to the Company settings and double-check that all information is accurate.
Confirm that the email communication settings are enabled.
Test sending an email to ensure it is working properly.
Setting up your company profile and creating new projects is crucial to communicating with your customers effectively. Following these steps ensures that your customers receive important information and updates about their projects. Watch a video to learn how to set up your company information on BuilderComs here.
Your feedback is important to us! If you have any questions or need further clarification on the steps mentioned in this guide, please feel free to reach out to us or submit a support ticket here. We appreciate your input and strive to provide you with the best possible assistance.
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