Managing Company Profiles

ServiceCEO's Company Profiles enable you to create different divisions in your company (i.e., office locations, separate companies, departments, etc.) Every profile can be identified by different company name, address, logo, etc. You can even export information associated with different profiles to different accounting packages.

Once created, you can associate customers and jobs with a profile. The profile controls the information that appears as your company's information on reports run for that customer or job. You can also filter many of ServiceCEO's reports - the Marketing Module, for example - by profile so that you can track income and expenses for different profiles.

Caution:
A company profile is different from ServiceCEO Enterprise ServiceCEO Enterprise is an expanded version of ServiceCEO with enhanced functionality designed to help you to manage an organization with multiple locations. The main difference between ServiceCEO and ServiceCEO Enterprise is the company structure - ServiceCEO Enterprise has a hierarchical organization model, starting at the top with the Organization, and then moving down into Regions, Branches, and Zones. Each organization can have an unlimited number of regions or branches. in that while each profile will share the same employee and customer base, ServiceCEO Enterprise lets you create different customer and employee databases for each branch A user-defined geographic territory located between a Zone and a Region. Along with zones, branches enable users to strategically associate teams of employees in a particular location with customers in the same location to facilitate easier and more efficient scheduling. They also enable the use of SmartLists. The Branch level is only visible in ServiceCEO Enterprise. and/or region An organization level between Organization (the highest level) and Branch. Regional users will be able to see data regarding all branches and zones within their region. The Region level is only visible in ServiceCEO Enterprise..

Adding a Profile

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Profiles from the Categories bar. The Company Profiles Options dialog box appears.

Select the Enable Multiple Company Profiles check box to create more then one company profile.
Click Edit Profiles. The Admin - Company Profiles dialog box appears.

Click New. A new profile will appear.
Type a name for the company profile in the Name field.
The Active check box is selected by default. Deselect it if you do not want this profile to be actively used in the application.
By default, the new profile will use the same information as detailed in the Company Information dialog box. See the Defining Company Information section for more information. If you want to define new information, select the Use alternate properties check box. The other fields become active.
Enter the new profile's data into the appropriate fields.
- For details on the fields on this page, see the Configure Company Information topic.
- To add a logo for this profile, see the Inserting a Logo topic.
- For information on integrating accounting profiles, see the Integrating Company Profiles with Accounting topic.
When done, click Save and Close.

Editing a Profile

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Database from the Categories bar. The Database Options dialog box appears.
Click Edit Profiles. The Admin - Company Profile dialog box appears.
Select the company profile you want to edit.
Edit the profile's data as necessary.
Repeat steps 4-5 to edit other profiles.
When done, click Save and Close.

Deleting a Company Profile

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Database from the Categories bar. The Database Options dialog box appears.
Click Edit Profiles. The Admin - Company Profile dialog box appears.
Select the company profile you want to delete.
Click Delete. A Confirm dialog box appears.
Click OK. The profile disappears.
Click Save and Close.

For more on how to assign profiles to customers and jobs, see the Customers Detail tab and Jobs General tab topics.

Back to Options Overview