Company Information
This article explains how to add or update basic company information in Encompass, including Company Name, Address, and DOT number. Administrators access this information through Setup > Company Level Listing and select Edit to enter or modify the details, with required fields indicated in red. If the Company Name needs to be changed, a daily Product Support password is required to authorize the update. After entering or updating all necessary information, clicking Save ensures the changes are applied. This process ensures that company records are accurate and compliant for regulatory purposes, such as DOT inspections.
To start, go to Setup.
From there, click on Company Level Listing in the Maintain Company Info box.
Click Edit next to the company name.
Enter in the appropriate information. Note: Fields in red are required. Additionally, the DOT Number field is not a required field, however, the DOT number is required by the DOT in a Roadside Inspection. This is where it is entered. Once all necessary information is entered, click Save at the top or bottom of the page.
Changing the Company Name
If the company name needs to be changed, select Change Name next to the company name.
Enter the new company name and the password provided by Product Support. Note: This password is a generated that changes daily. Please call Product Support at the number listed to obtain the daily password and change the company name. Select Save to store the new company name.
Once all necessary company info is entered, select Save to store it.
