Company Settings
Company Settings Overview
On this page, you can enter your company’s details and upload a company logo if required. This logo and company information will be used on all official documentation generated within SAM, including job sheets, reports, invoices, and any other materials that may be required for client communication or internal records.
The settings configured here play a vital role in defining how SAM operates in relation to your business’s processes. The company settings include several key components that are essential for accurate reporting, communication, and data management:
- Company Address: These fields are crucial for reporting and documentation purposes. The address, along with other company contact details like your website address, will appear on all formal documents created within SAM, ensuring consistency across all external-facing materials.
- Contracts Prefix: This is used when creating new service agreements for your clients.
- VAT or Tax Code: Enter the Vat number or Tax code for your company here.
- Primary Administrative Contact: Enter the name, email address and telepnone number for the priomary adminstrative contact.
Each of these settings plays an integral role in how the SAM system functions, providing flexibility while ensuring consistency across all business operations. It is important to ensure these settings are configured correctly from the outset, as they help streamline workflows, improve accuracy, and enhance overall business efficiency.
