How-to Manage Company Contact Information

Managing the basic contact information that defines the limousine company is a first step in setting up Limo Anywhere. The data entered in Contact Information is utilized throughout Limo Anywhere in forms such as Trip Sheets and Confirmations, and Invoices, and in processes such as emailing.

Access The Contact Information Screen

• Company Name: The legal name of the company as registered with Limo Anywhere, Inc will be displayed by default.  Enter the name the company is to be known by.  The Company Name entered here will be displayed on all forms (confirmations, trip sheets, invoices, etc) as the company name.
• Address Fields:  Enter the Street Address, City/Town, select the State/Province/Territory from the drop down list, and enter the Zip/Postal Codes.  The address elements entered here will appear on all forms (confirmations, trip sheets, invoices, etc).
• EIN/ Business Number: Enter the number used to register your business with a government agency.  In the United States this is known as an EIN (Employer Identification Number).  In Canada it is known as a Business Number.  Local or state laws may require an identifier number to appear on certain documents.  For example in California it is required the TCP number appears on Trip Sheets.  Click the check box to “Show on Trip Tkts & Inv” (Trip Sheets and Invoices)
• Country:  Select the primary country the company operates in from the drop down list.
• Phone and Fax Numbers: Enter the Phone and FAX numbers for the company.  The Primary Phone Number entered here will appear on all forms (confirmations, trip sheets, invoices, etc).  Secondary Phone and FAX Numbers will not be displayed on any default Limo Anywhere forms (confirmations, trip sheets, invoices, etc) except if added to a Custom Form which requires subscription to the Custom Forms Module (see Knowledge Base article).
• General Email Address: Enter the General Email Address for the company.  The General Email Address entered here will appear on all forms (confirmations, trip sheets, invoices, etc) as the company email address.  The  General Email Address will also be the default address that will appear in the ‘From‘ field of emails sent from Limo Anywhere unless the System User’s email address is manually selected at the time the email is sent. For Invoices only an email address is entered in the field below Billing Email Address.

  Note: The option to use the System Users email address is selected in
  1. My Office
  2. Company Settings
  3. Messaging & Templates Settings
  4. General titled ‘Use user’s email address as default From address‘: is set to ‘Yes‘.

• Reservations Email Address:Enter an email address used for Reservations if appropriate for the company.  This email address will not be displayed on any default Limo Anywhere forms (confirmations, trip sheets, invoices, etc) except if added to a Custom Form which requires subscription to the Custom Forms Module (see Knowledge Base article).
• Quote Email Address:  Enter an email address used for Quotes if appropriate for the company.  This email address will not be displayed on any default Limo Anywhere forms (confirmations, trip sheets, invoices, etc) except if added to a Custom Form which requires subscription to the Custom Forms Module (see Knowledge Base article).
• Billing Email Address:Enter an email address used for Billing if appropriate for the company.  This email address will replace the General Email Address in the From filed of invoices sent from Limo Anywhere.
• Company Website URL: Enter the Company Website URL if appropriate for the company. The value entered will not appear on any default Limo Anywhere forms (confirmations, trip sheets, invoices, etc); but can be added to response templates for ORES or Quotes, to Read Back Scripts, and to Custom Forms.
• Company Logo:  A logo for the company can be added if desired.  Before doing this be advised that the Logo will replace the Company Name, Address, Phone and Email Address at the top of all forms (confirmations, trip sheets, invoices, etc) except if added to a Custom Form which requires subscription to the Custom Forms Module. Therefore if the logo is uploaded and it is desired to still have the contact information it is advisable to to use a logo that has that information in it.  The log must be a GIF or JPEG format and no larger than 250 pixels long by 150 pixels tall.

• The logo needs to be in a format compatible with Limo Anywhere which currently is a JPEG or GIF format. The format can be found by placing your mouse cursor over the document name at its location in your computer, a box should appear with the first line being the file type; OR right clicking on the logo file in your computer, selecting properties, and noting the File Type.
• The file size can not be more than 1080 pixels wide by 1080 pixels high. The size can be found by placing your mouse cursor over the document name at its location in your computer, a box should appear with the third line being the dimensions.
• When a logo is uploaded, it replaces the company information that normally would display at the top of trip sheets, invoices, and confirmations. The only option to have both is to create a logo that contains both the graphic and the contact information, or to utilize the optional Custom Forms Module.

Uploading a Logo

1. Click on ‘My Office‘ on the toolbar.
2. Select the ‘Company Settings‘ tab.
3. Select the ‘Contact Information‘ button.
4. The last item on the Contact Information page is the Company Logo.
   Select ‘Browse” and locate the file on your computer.
5. Click “Upload” to complete the process. The uploaded logo will appear in the box below.

Manage Aliases Link

Click this link to display a screen to Manage Aliases for the company as illustrated below.

Some companies may operate under different names.  Limo Anywhere can accommodate multiple companies under a single Limo Anywhere subscription utilizing the Company Alias Module.

Note:  The Manage Aliases link will only appear if the company is subscribed to the Company Alias Module.

For complete information on using the Alias Module see How To Establishing and Managing Company Aliases