• The Corporate Dashboard allows you to mold Contractors Cloud to your style at a corporate level.
  • Corporate Dashboard setup options:
    • Appointment Setup
    • Company Details (Address, Logo, etc)
    • Events (business plan for sets of projects)
    • Lead Sources
    • Workflows
    • Custom Subcategories
    • Roles (defines what you call your staff)
    • Teams (creates sales teams)
    • Commissions/Payouts
    • Expense Setup
    • Invoice Terms (30, 60, 90 etc)
    • Class Tracking (like QuickBooks)
    • Invoice Customization
    • Invoice Items (equivalent to QuickBooks service items)
    • Payment Customization
    • Custom Alerts
    • Document Templates
    • Email Templates
    • Estimate Customization
    • File/Photo Descriptions
    • Custom Job Numbering
    • New Project Defaults
    • Production Setup