Company profile and branding

Your company details and logo appear on everything customers see: estimates, invoices, pay links, the customer portal and online booking. Owners and admins can change them. Everyone can set their own photo.

#Profile

Go to Settings → Profile. Each section has its own Save button.

• Your photo: shown to your team wherever your initials appear, like the sidebar, boards, dispatch and the field app.
• Business: Company name, Website, License # and Trades. Check every trade you do. Your license number shows on estimates and proposals.
• Contact & address: Main phone, Email and your street address. This is the address on your documents, and the email is where customer replies go unless you set a different reply-to under Settings → Email.
• Region: your Time zone. Schedules, reminders and reports all use it.

#Branding

Go to Settings → Branding.

#Upload your logo

1. Under Logo, choose a file. Use PNG, JPG, WebP or SVG, under 2 MB.
2. Click Upload.

Your logo shows on estimates, invoices, pay links, the portal and booking. If an SVG is rejected, export the logo as a PNG instead.

#Color and footer

Color & documents has a Brand color (a hex code like #1F6FEB) and a Document footer line, such as "Licensed & insured · Family owned since 1998". Click Save.

#Related settings

• Opening hours and the ZIPs you serve: Hours and service area.
• Terms and warranty text on documents: Contract terms and forms.
• Divisions or locations: Business units.