My Company

User Permissions
Overview The program offers the capability to grant or remove permissions for various users based on their assigned roles within different sections of the ...
Mon, Jul 24, 2023 at 5:50 AM
Job Ticket "Signed By" and Signatures
Overview An input called "Signed By" is available in the Rapid On The Go! mobile application, which shows who has signed off on the ticket . ...
Fri, Apr 7, 2023 at 2:16 AM
Separate Filled Job Ticket disclaimers for Pre-Job and Post-Job
Overview You can add custom pre-job and post-job disclaimers in the filled job ticket printout. Disclaimers are often used to explain different procedures,...
Thu, May 18, 2023 at 10:48 AM
Setting Company Defaults
From Company / My Company From the Company Information tab you can enter all your information such as; company name, mailing address, phone & fax nu...
Tue, Nov 10, 2020 at 10:28 AM
Linking Your GeoTab Account
Linking your GeoTab Account From Company / My Company Click on the “Geotab Link” tab. Click the box to link to Geotab Enter in your ...
Wed, Jan 22, 2014 at 7:30 AM
How to add a company logo to invoices
If you would like to display a company logo on invoices and other correspondence, you need to upload a log in Company>My company: There are requ...
Tue, Jun 8, 2021 at 7:42 AM
How to Add or Modify Job Ticket Terms and Conditions
If you need to add or modify the job ticket terms and conditions, follow these steps: 1. Click on Company, and then select “My Company” and then choose ...
Thu, Oct 21, 2021 at 4:05 PM
User Access Templates
Overview Access Preferences from one user can be copied to another user as a Template. This template can be named based on a role and then used for other u...
Fri, Nov 11, 2022 at 7:38 AM
Customize Subject Line and Email Body for Emails
Overview Subject line and email body of the system emails can be now customized in Company -> My Company. Apart from default messages, multiple email te...
Wed, Sep 13, 2023 at 12:05 PM
Dynamic Lists of Phone Numbers and Group Text Messages
Overview  Text messages can be now efficiently sent to a specific group of individuals by selecting one of the system dynamic lists. The recipients are org...
Thu, Aug 17, 2023 at 11:54 AM