Menu path
Set-Up > Your Company Details
🧾 What it does
Company details are the name and information that appear automatically on your reports and estimates. You can define multiple business names in Roof Wizard for situations where you have different branches or business units getting their estimating done by a centralised location.
🔧 How to set up company details
Select Set-Up > Your Company Details from the pulldown menu
Fill in your company information in the dialog box that appears
When the details have been filled in, click [Add]
Click [OK] to save your company details permanently
🧾 Company detail fields
Field | Description |
Name | The name of your company |
Address | The address of your company |
Phone | The phone number of your company |
Fax | The fax number of your company (if applicable) |
Note 1 | For additional information if required, such as company by-line or could also be used for second email address |
Note 2 | For additional information if required – maybe the company's web site address |
Business No. | You could use this for your ABN (Australian Business Number), VAT No. or any other detail you wish to use. It doesn't have to be a business number to be used on a report or header |
💡 Multiple company profiles
Roof Wizard allows you to set up multiple company details for situations where you have different branches or business units. This is particularly useful for centralised estimating departments serving multiple locations.
🛠 How the information is used
The company details you enter are used by the software to generate reports with your branding and contact information. Refer to the template customisation documentation to understand how this information appears on different report types.