Companies
- 18 Jul 2023
- 2 Minutes to read
- PDF
Companies
- Updated on 18 Jul 2023
- 2 Minutes to read
- PDF
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When you signup for Onexfort, based on the details you enter on the setup of the registration, the default company will be automatically set up. To change the details of the company, choose Edit from the Action options.
| Company Name | This is the name that will be displayed on all external communications to your customers like emails sent, Estimates and Invoices. |
| This is the default email from which all emails sent from the system will use. This email address has to be your company's website domain email address. Before you send and receive emails from Onexfort, your company's domain has to be verified. Please check the Configure Email settings. | |
| Contact Name | This contact name will be displayed on all emails sent from the system. |
| Phone | This phone number will be printed on all estimates and invoices. |
| SMS Number | When you send SMS (Text messages) from Onexfort, this mobile number will be displayed as the number that the message is sent from. When the customer replies to the SMS, the reply will be sent to the device of this SMS number. The SMS replies will not be sent back to Onexfort. We will introduce this feature of SMS replies coming back to Onexfort in a future release. |
| Address | This address will be printed on all estimates and invoices. |
| ABN Number | This ABN will be printed on all estimates and invoices. |
| Terms and Conditions | Enter your company's terms and conditions here. These terms will be shown in the popup page on the Stripe payment processing page when your customer makes a payment. |
| Customer Sign-off Checklist | This checklist will be displayed on the customer's post-sign-off tab on the driver's mobile app. The customer can agree to this checklist and sign off after the job is completed by the field team. |
| Customer Pre-job Checklist | This checklist will be displayed on the customer's pre-sign-off tab on the driver's mobile app. The customer can agree to this checklist and sign off before the field team starts the job. |
| Work Order Instructions | These work order instructions will be printed on the Work order PDF that can be generated from the Invoice tab of the job. The work order can be sent to the driver or to the customer. |
| POD Instructions | These Proof-of-Delivery (POD) instructions will be printed on the POD PDF that can be generated from the Invoice tab of the job. The POD PDF can only be generated only after the job is completed and the customer has signed off the job from the driver's mobile app. |
| Default | Onexfort allows you to set up more than one company in a single Onexfort account. If you have more than one company defined, you can choose the default company by checking this checkbox. |
| Active | Check this checkbox to make this company active. |
| Company Logo | Select an image and upload your logo file here. This logo will be printed on all your estimates and invoices |
Click on the Update button to update the company details.
To add a new company, click on the 'Add Company' button and enter the company details. It's advisable to define only one company in Onexfort per account. If you have more than one legal entity then sign up for a separate Onexfort account per entity.
