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Company Setup

Add your company details, contact information, hours of operation, and branding.This information appears on your reports, forms, packing slips, customer portals, and adjuster portals.Add your location, email address, hours of operation, and company logo.

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Written by Support MD
Updated this week

How to Access Company Setup

  1. Hover over Admin

  2. Select Company Setup

You will see several fields where you can customize your company profile.

Company Setup Fields

Company Name

Your full legal business name.

Subtitle

Your company’s slogan or tagline (optional).

Contact Details

Your main office address and phone number.

Time Zone

Select the time zone for your primary office.

Date & Time Format

Choose the short/long date formats that will appear on reports and views.

Company Logo

Upload a high-resolution JPG (recommended 800 × 600 px, white or transparent background).
Check the box if you want the logo to appear on the login page.

Company Banner

Displayed on the insured and adjuster portal (optional).

Working Hours

Set your operating hours.
These are used for Field Services cost calculations—regular time, overtime, double-time, etc.

Authorization Text

This text appears on your Main Report Estimate and informs the adjuster that you possess the required authorizations to proceed.

Warranty Text

Appears on Packing Slips for customer signature.
Use this section to outline your company’s warranty or return policy.

Signature Text

Appears near the signature area on Packing Slips.
Used to confirm receipt of items and provide direction-of-payment language.

After entering all information, click Update.
Your changes take effect immediately.

Suggested Text Templates

Authorization Text (Sample)

Insured has authorized the economical restoration/repairs outlined below, the environmental disposal of non-salvageable (documented) items, and the return of all restored items. The insured has signed this authorization request along with a direction of payment to ~ for all work performed by ~.

Warranty Text (Sample)

This document confirms that Platinum Warranty Coverage applies to your affected contents, which have been successfully restored from damages related to your claim.

This coverage extends for one year from the date of restoration and applies only to issues directly related to the original insured loss.

If a warranty item is submitted:

  1. It will be repaired/restored to pre-loss condition, or

  2. If it cannot be repaired/restored, restoration charges will be credited and the item will be scheduled as non-restorable for replacement under your policy.

Submitting a Warranty Claim

Carry-In: Bring the item to our facility for inspection and repair/restoration.
​On-Site: If the item requires multiple people to move, ~ will arrange pickup, inspection, and return.

Important Notes

  1. Items with removed warranty stickers are not eligible for coverage.

  2. Warranty submissions require a credit card pre-authorization; no charges apply if damage is claim-related.

  3. Damage unrelated to the claim is billable (inspection, pickup, delivery).

  4. Software, data loss, and computer viruses are not covered.

  5. Repairs completed with parts and labor include a 60-day warranty.

Sincerely,
Service Director
~

Signature Text (Sample)

I confirm receipt of the items listed and am satisfied with the quality of the work. I authorize my insurance company to pay ~ directly for all services performed by ~ related to this claim.

Setup & Placement Refusal:
~ delivers items to their original room unless otherwise requested. If I refuse setup or request items to be placed elsewhere, ~ is not responsible for locating items later. I understand I am responsible for any lost or damaged contents in boxes or items I declined to review at the time of delivery.

Insured / Road Lead Initial here if setup refused or boxes placed in non-original locations:

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