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Letterheads for multiple locations

Send each estimate under the right name. Add a letterhead for each location or brand, set where each teammate starts, and switch letterheads when you export.

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Send each estimate under the right name. Add a letterhead for every location or brand, and anyone on your team can pick the right one when they export.

A letterhead is the header on your estimates and exports: the logo, name, address, phone, email and license number. Your company details from Settings > Company are the company default. The Company letterhead comes with every plan. Adding more letterheads is included with Pro and Enterprise, and during the free trial.

Settings, Letterheads

When to add a letterhead

Add one when the same Wave account sends work under different names or addresses, for example:

  • A second location or territory with its own address and phone
  • A separate brand or business name
  • A location with its own license number

If you send work under one name, your Company info is all you need.

If you need to change your company name after setup, contact support. For a new location or brand, add a letterhead.

Add and edit a letterhead

Admins add, edit and remove letterheads.

  1. Open the account menu and choose Settings, then select the Letterheads tab. On a phone, pick Letterheads from the dropdown at the top of Settings.
  2. Select + Add letterhead.
  3. Type the Name on the letterhead, the business name this location uses, and select Add letterhead.
  4. Wave opens the new letterhead. Fill in what's different for this location: Logo, Address, Phone, Email and License #.

Changes save as you go. Any field you leave blank uses the company default, shown in gray, and the preview at the top shows the header this letterhead prints. A logo can be a PNG, JPG, GIF or WebP image up to 5 MB.

To change a letterhead later, select Edit on its row. To edit the company default, select Edit on the row marked Company default, which takes you to the Company tab. To delete a letterhead, open it and select Remove letterhead. It no longer appears on exports, and anyone who started on it goes back to the company default.

Set a teammate's default letterhead

Once your company has two or more letterheads, an Admin can choose where each person starts.

  1. In Settings, select the Team tab.
  2. Next to each person, pick their default letterhead.

See Manage your team for more on this. New members start on the company default, and each person can change their own in Preferences.

Pick a letterhead when you export

With two or more letterheads, the Export dialog shows a Letterhead section with the one that will print. Your default is preselected.

  1. Open the Export dialog from the job.
  2. Under Letterhead, select Change and pick another.
  3. To start on this letterhead each time, select Make this my default.

Anyone on the team can switch letterheads while exporting, Admin or Member. See Export reports.

Ask every time

If you switch between locations often, have Wave show the full list on each export instead of preselecting yours.

  1. In Settings, select the Preferences tab.
  2. Under Exports, set My letterhead to the letterhead your exports should start on.
  3. Turn on Ask every time.

These controls appear once your company has two or more letterheads, and they apply only to you.

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