Put your license numbers on every document, email and automation

Your paperwork carries the same details on every job: your state contractor license, your NABCEP certification, your insurance details. You can now keep them as company custom fields, fill them in once and use them everywhere you send something to a homeowner.

Set them up once

Add a fieldset under Settings → Custom data → Company custom fields, for example "Licenses" with a field for each number. Then fill in the values under Settings → Company → Company fields.

When a number changes, update it there and everything that uses it picks up the new value.

Use them anywhere you send something

• Document templates, including images such as a certification badge
• Email templates for your proposal and invoice emails
• Proposal templates, in the intro and notes
• Automation emails and texts, from the list of variables on the action

While a template or automation uses a company field, Payaca won't let you delete it.

Agent Dave can set them up too. Just ask: "Add a company field for our contractor license number and set it to HIC.0654321."