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  • Entering company details.
    What We Will Cover: In this tutorial, we will walk through the steps to enter and update your company details in the Builder Expert system. This is essential for ensuring that your estimates and documents include the correct business information. Steps Covered: 1. Accessing Company Settings • Navigate to the Account section from the top menu. • Click on your company name to open the details page. 2. Updating Company Name & Address • Locate the Company Information section. • Enter your business name, address, and other relevant details. • Ensure accuracy, as this information appears on official estimates and reports. 3. Adding Contact Information • Enter the company phone number and email address. • Verify that the email address is correct, as it may be used for communications. 4. Saving Changes • Click the Save button to update your company details. • Confirm that all changes have been applied correctly.
  • Uploading the company logo
    What We Will Cover: In this tutorial, we will walk through the steps to upload and update your company logo in the BuilderExpert system. Adding your logo ensures that all estimates and reports reflect your branding, giving a professional look to your documents. Steps Covered: 1. Accessing the Company Settings • Navigate to the Account section from the top menu. • Locate the Company Logo section. 2. Uploading a New Logo • Click on the Upload Logo button. • Select a file from your computer (JPEG, PNG, or SVG format recommended). 3. Adjusting & Positioning the Logo • Ensure the logo fits correctly within the preview box. • Resize or reposition the logo if necessary. 4. Saving and Applying the Logo • Click Save Changes to apply the logo. • Verify that the logo appears correctly on estimates and reports.
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