Setting up your company
Fix your company name, address, contact details, and logo in Settings, and see what else is worth setting early.
What your company profile is used for
Your company profile is the name, address, and contact details that appear on your invoices and job reports. Most of it comes from what you typed at sign-up. Anything wrong or missing can be fixed in Settings without touching your jobs or your crew.
Only owners can open company settings. Workers get a smaller settings screen covering their own account and display preferences.
Edit your company profile
- Click Settings in the sidebar.
- Under Company, click Company Profile.
- Update the company name, street address, city, state, and ZIP.
- Add a business phone and a billing email.
- Click Save changes.
Changes save as one batch when you click Save changes, so you can correct several fields in one pass. A confirmation appears at the top of the page when it has gone through.
Add your logo
The logo sits at the top of the Company Profile page and is used on invoices and PDF reports. A square version reads better than a wide banner, because it is shown small.
- On the Company Profile page, click Choose logo.
- Pick a PNG or JPEG file.
- Click Save changes. The file uploads when you save, not when you pick it.
Other settings worth a look
- Account Settings — your own name, email, and password, separate from the company.
- Roles and Permissions, under Team Management — how your crew's access is set.
- Subscription and Invoices — your plan and your billing history.
- Appearance — theme and display preferences.
- Data Retention — how long records are kept.
- Export Data — CSV downloads of jobs, receipts, and timesheets.
Export Data downloads straight to the device you are using. Nothing is handed to a third party as part of an export.