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Basic Company Set-up
Set up your Company Profile
Set up your Company Profile

Learn how to set up your company's basic details such as name, website, phone number and address.

Derek Deng avatar
Written by Derek Deng
Updated over a week ago

Time to complete: 8 Minutes

Your Company Profile information is used for all of your customer facing documents, such as: Estimate and Work Order PDFs and Customer Portal log-in screen.

To edit your Company Profile, take the following steps: 

Navigate to your Settings, which is the wheel icon on the top right side of the page next to your name. Click on it.

Next, click on "Company" in the dropdown menu.

Click the "Edit" button under the Company Profile section

When you are done entering this information, click ‘Save.’

All done, how easy was that!
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