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How do I set up the company information file (Compinfo2.dat)?

Configure your company details using the data file that stores business information for quotes and estimates.

Menu path

Set-Up > Your Company Details


The Compinfo2.dat file stores your company-specific details that appear on quotes, estimates, and other documents. You can edit this information through the software interface or by directly editing the data file.
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๐Ÿงพ What it does

This data file contains all your business information including company name, address, contact details, and registration numbers. Roof Wizard uses this information to automatically populate company details on all generated documents.


๐Ÿ”ง How to update company information

Using the software interface

  1. Go to Set-Up > Your Company menu

  2. Select [...] to add from a list of defined companies

  3. [Update] your company details in the dialog,

    or [Add] if you are defining a new company

  4. Click OK to save changes

๐Ÿงพ File structure

The Compinfo2.dat file structure is shown below. Each line corresponds to a specific company detail field for the currently selected Company Name:

Line

Field

Description

1

Company name

Your business name as it appears on documents

2

Company address 1

First line of your business address

3

Company address 2

Second line of address (suburb, city, postcode)

4

Company phone

Primary business phone number

5

Company fax

Business fax number (if applicable)

6

Company note 1

Additional business information line 1

7

Company note 2

Additional business information line 2

8

Company Number

Company Number - eg ABN or ACN



๐Ÿ›  Multi-Company setup

For businesses that handle estimating and quoting for multiple companies in a group, you can add other company names.
These details are saved in the file MultiCompany.dat.
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โ€‹This allows you to switch between different company details when creating quotes and estimates. The currently selected company is saved in the CompInfo2.dat file.
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๐Ÿ’ก Tips

  • Keep company notes concise as they appear on printed documents

  • Ensure Business numbers are correctly formatted

  • Test document generation after making changes

โš ๏ธ Troubleshooting

  • If company details don't appear on documents, check the file hasn't been corrupted

  • If the file is missing, Roof Wizard will create a new blank Compinfo2.dat

  • Special characters may not display correctly in some document formats


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