Different businesses same accounts

Zacc2121 · ‎05-02-2021

Hi there - I have two different businesses and the accounts are the same. Landscaping and Construction. I use different brands depending on the job. In the estimate tool or invoice tool is there an easy way to choose which one I use? I’d like to use the same app but with different branding.

Donnie-M · ‎05-03-2021

@Zacc2121 I would set up a second "location" and then you should be able to switch between the two for different jobs. I know you can upload a different logo for each location and still share an item catalog.

Donnie
Multi-Unit Manager | Founder, Table & Ledger
tableandledger.com

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Zacc2121 · ‎05-03-2021

Thanks!!!! I’ll give that a shot!