Select Company Profile

Select Company Profile Form

The Select Company Profile form appears when you select the "Select Company Profile..." option in the File menu. It prompts you to select a profile, or to create a new one.

A Smart Contractor "Company Profile" is somewhat like a user log in account. A user login account allows each user to use different settings for various options.

A Smart Contractor Company Profile allows you to define a number of options differently in each Profile, and switch between them by simply selecting the profile.

Each Job can be associated with a different Company Profile; select the Company Profile in the prompt for "Use Company Profile" in the Job Info tab of the Edit Job form).

When a Job is selected in the prompt for Select Job at the top of the main form, Smart Contractor automatically switches to the profile set for that job.

Each Company Profile can have different settings in each of the following menu options...

Setup > Preferences
Setup > Company Info
Setup > Data Backup
Setup > Job List Criteria
Setup > Job Options
Setup > Security > Security Options
Setup > Other > Email
Setup > Other > Printed Forms
Setup > Other > Website Publishing

Smart Contractor Company Profiles are typically used to store settings for differend "DBA" companies that are operated within a single fiscal company. One company may operate under more than one "DBA" name so as to market to multiple disciplines. For example, "Affordable Kitchens and Baths", "Affordable Floors", "Affordable Doors and Windows", etc.

Using multiple profiles allows you to set each profile to use a different company name, address, letterhead logo, etc.

Important Note: While Smart Contractor allows you to set up multiple profiles, each with a different company name, each Smart Contractor database can only connect to a single QuickBooks company file.

If you want Smart Contractor to write transaction information for each DBA company in a separate QuickBooks company file, you will need to create a separate Smart Contractor database for each DBA company, and each Smart Contractor database will need to be connected to a separate QuickBooks company file.

The Select Company Profile form has the following prompts:

Select Company Profile:

Select the Company Profile to use.

Click (Add New) to add a new profile.

Copy From Profile:

When creating a new profile, select an existing profile to copy from. This will copy all of the settings from the "Copy From" profile to the new profile so you don't have to go through all the menu options (listed above) to make sure all options have been set.

Profile Company Name:

The company profile is named for the DBA company name. Enter the DBA name of the company. You can also edit the company name in the Setup > Options > Company Info menu option.