My Company

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
User Permissions
User Permissions can be accessed by navigating to company / user.   Then select the user of whom you would like to view permissions for. Read permission...
Mon, Mar 1, 2021 at 8:24 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