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Account Settings
Account Settings
Learn about your account settings, how to properly get your account setup
By Alyssa and 10 others
11 authors
25 articles
How to Use Your Multi-Location HCP Account
Service Area for Franchises (Multi-Location Accounts)
Universal Settings Page
How do I find the 'Help' section?
Protect your account with two-factor authentication
Company Profile
Can I set up my company information from the mobile app?
Setup Tax Rates
Apply Tax Rates to Services
Add Company Terms & Conditions
Invoice, Receipt & Estimate Message
Custom SMS Number
What is a Custom SMS Number?
How Do I Set up a Custom SMS Number?
Custom SMS best practices
How do I customize SMS notifications?
Website Requirement for A2P Registration
Understanding SMS Consent (opt-in / opt-out)
Business Hours
How do I set my Online Booking Windows?
What is 24/7 On-Demand?
Service Area
What is a service area?
How do I set my service area?
Tags
What are customer tags?
What is a job tag?
Where can I manage my customer and job tags?
Using Tags - Customers, Jobs, and Estimates
Lead Source
Lead Source Overview