II. Set up your company profile

Time to complete: 10 minutes

Once you are set up with the 14-day trial, you will have full access to ServiceBridge. Now you will create a company profile.

To do this, scroll to your Settings, which is the wheel icon on the right side of the page, and click on ‘edit.’

You will be redirected to Company Settings. Now, go to Company Profile and enter your company information.

When you are done entering this information, click ‘Save.’

Watch the video above for a general overview of your company settings. 

Want to learn more about company settings? See this video on setting up your company email preferences.

Read on to learn how to add products and services.

 

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