Your company profile is the business information that customers see. Fill it in once and it appears on every estimate, invoice, proposal and report.
Open it
Business info is in Settings, under Company. Only an owner or admin on a paid plan can change it. The 14-day free trial counts as a paid plan, so you can set this up on day one.
- Open Settings from the rail, or from More and account on iPhone.
- Choose Company, then Business info.
Fill it in
Start with the fields customers notice most.
Save when you are done. Your logo is used on the documents you send, so use a clear image on a plain background.
- Business name and Logo.
- Address, Business phone, Business email and Website.
- License number, License expiry and Insurance expiry.
- Tax ID (EIN) and Tax classification (W-9), if you pay contractors.
- Tagline and Certifications.
Change how documents look
The look of your paperwork lives in Settings, Company, Documents. There you set the theme and brand color, the layout of each document, the wording, your signature and the terms library.
Pro tip: Send your first estimate to yourself. You see exactly what a customer sees, logo included.
Who sees it
Customers see your business name, logo and contact details on everything you send them. Your license and insurance dates are used to remind you before they expire.