How to edit your account details

You can simply edit your account details within the account settings of mobile app and web dashboard

Mobile app

First go to the settings tab in the top left of your Customers/Job home page


 then select your account, under your company name


and you can edit your high level name and admin email details


along with your invoice settings


 and notification settings


Simply browse through the settings to ensure you have the correct and up to date information that will be used for contact details and included in quote and invoices

Web Dashboard

In order to edit your account on the dashboard you require to select your account settings on the top right hand side 


and within your SmartTrade account there are invoice and notification settings on the left margin that can be selected for editing company details relevant for invoices and quotes and for communications. 



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