In this article you will find information on how to update your company info, add default notes, add your bank details to your invoices, add your terms and conditions, enable DocuSign, and choose your default quote style. When you have access to Trip Manager start by updating these tabs to make your workflow smoother.
Updating Company Information
Add your company details, logo and website link under the Company tab:
Add Default Notes
Update the default notes on quotes and emails under Company → Settings → Trips, in Trip Manager. When you update the default notes your workflow in Trip Manager will be faster and more efficient:
Add Bank Details to Invoices
Update your payment information under Invoice/Expense tab. The provided bank details will be listed by default on your invoices.
Add Your Terms and Conditions
You can add your Terms and Conditions that will be sent out with your quotes and a contract that you can send with the invoice. You have the option to send these documents with all quotes automatically or just add them when you send your quote.
There are two ways to add your Ts&Cs, as a text document or as a PDF file under Settings → Documents:
Under the Integrations tab you can enable DocuSign if you have an account with DocuSign.
Choose Your Default Quote Style
Once you have selected an option by default, all your quotes will be in the same model. You can always change the quote when you personalize your document under Company → Settings → Reports to choose your favorite template. You can also select the information you want to have on the Passenger Trip Sheets and Pilot Trip Sheets by clicking on Customize Trip Sheets: