Company Information
This guide covers the fundamental settings needed to get your Manage360 site set up.
Before you can start estimating and job costing, supporting information like basic company info, overhead recovery markups, profit margins, and the costbook need to be entered.
For example, your company name and address are utilized on reports and proposals, overhead markups and profit margins are used in pricing. The costbook comprises of estimate line items such as plants, materials, labor rates, and equipment.
There are separate guides and videos which cover how budgets and overhead recovery function, in much more detail. Links to these resources can be found below or in our knowledge base, and if you are working through the onboarding checklist, they will be covered as you progress through the list.
To navigate to the main settings page, click on your name in the upper right corner of the screen and selecting Settings.
Once you have navigated to the settings page under the My Company Settings heading the first option is Company Information. This is where we are going to start entering your basic company info.
Enter the name, address, and contact information of your company that you want to use in reports and proposals. Some of this information may already be entered based on the information provided during registration.
Advanced Learning
To learn more about the topics discussed above, please check out these guides: