Congratulations on your new Estimate Rocket account with the Inspired by U settings. Corrie Leister has worked hard to put together a set of item templates, line items, document template and email templates that are suited to best represent a cabinet / furniture refinishing business.
There are some critical steps to brand this account for your business but using Corrie's templates to guide you. One of the first things you will want to do is to upload a company logo. This can be done from the Settings > Company information page.
Before sending out any document it will be critical to review all document templates to verify the wording on those templates is how you do business.
Before sending any emails it will be important for you to review the wording on those emails and to make sure any links to direct customers to your review page or to designers and partners you are working with. Listed below are some emails that should definitely be changed. But in general a review of all templates would be recommended.
This is the example of what would need to be edited in the 'After Project is Complete' email template.
More Detailed Questions
Please contact Corrie Leister directly if you have additional questions.
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