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DocumentationGetting StartedSet up your company

Set up your company

Everything you send a customer carries what’s on this page: the header of every estimate and invoice, the footer of every email, the name on the customer portal. Fill it in once, properly, and you never think about it again.

It all lives under Settings → Company → General, which is the page Settings opens on. The page is split into tabs: Company profile, Address, Tax & licenses, Brand & logo and Defaults. Save Settings at the bottom saves whichever tab you’re on; the page counts unsaved changes so you can’t lose them by switching tabs.

Owners and Admins can edit this page. A Member sees it read-only.

The parts that print

Company profile

Company Name is what customers see. Business Phone and Business Email print on documents, and they are where a customer ends up when they have a question about something you sent them to sign. Leave them blank and that customer has nowhere to write.

Legal name, trade name, EIN and the industry line are optional.

Address

Your HQ address. It prints on documents and is the default starting point when the app works out service areas.

Upload Logo: a square image, at least 128 by 128 pixels, under 5 MB. It appears on documents, the portal and emails. Brand Color tints document headers and the portal to match. Tagline is the small line beside your name on documents; leave it blank to print none.

Defaults

The one that matters on day one is Timezone. Schedules, reports and the dates on your invoices all use it. Until it’s set, times show in UTC, and an evening clock-out can land on the next day. The app shows a banner at the top of every page until you set it; the Use button on that banner, which names the zone it detected, is enough.

The rest of this tab is worth a look once you’ve sent a few documents: Net payment terms (how many days a new invoice has until it’s due), Default tax rate and Charge sales tax, the Estimate validity window, and the Reply-to email customer replies go to.

Tax & licenses

Your tax ID, pesticide applicator license and insurance details. None of it is required to send a document. Licenses surface on contracts and the portal, which some commercial customers ask for.

Tips

  • Set the time zone before the first clock-in. Timesheets are the first place a wrong zone shows up, and the hardest place to fix after the fact.
  • The logo is worth five minutes. A customer who gets a plain-text estimate and a logo’d estimate from two companies will trust the logo.
  • Payment terms set here are the default, not a rule. Any single invoice can override them.

Troubleshooting

My logo won’t upload. It has to be an image under 5 MB. Screenshots of a logo often have a transparent edge that shows as a grey box; export a clean square PNG.

The time zone banner keeps coming back. It stays until a zone is saved on this page. Dismiss hides it for the session only.

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The setup wizard and the tourYour first customer