My Company Settings Introduction

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 and profit margins, and 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, and 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 substantially more detail. Links to these resources can be found in our knowledge base, and if you are working through the onboarding checklist, they will be covered as you progress through the list.