How do I update my name and estimator contact details?

You can update your name, title, and contact details in User Profile.

1. Open Settings → User Profile.
2. Update Your Full Name.
3. Add or update Your Title, Your Cell Phone #, and Your Office Phone # as needed.
4. Select Update Profile.

Your name is used in automated email signatures and can optionally appear on estimates as the estimator who provided the quote.

The phone numbers you enter are customer-facing contact details. Your office number can be the same as your main company number.