Company Settings (Profile, Time Zone & Invoice Header)

Last updated October 16, 2026 · Owners and admins

The Company Settings tab holds your business identity (name, address, and time zone), plus the switches that control how invoices display and the header block (logo, contact info) printed on your invoices and estimates. Setting this up is step one of a new account; see Getting Started.

Before you start

  • Open Settings from the left sidebar (Settings → Company Settings) or via the gear icon in the top-right corner. The Settings page opens with a tab menu on the left: Profile, Password Change, Users, Billing, Company Settings, Document Templates, On-Hold Reasons, Daily Briefs, Reviews & Referrals.
  • Click Company Settings in that tab menu.
  • Have your logo file ready if you want it on documents. It must be an image (JPG, PNG, GIF, or WebP).

Steps

  1. In Settings, select the Company Settings tab.
  2. Pick your Time Zone. Every US time zone is listed: Eastern, Central, Mountain, Arizona, Pacific, Alaska, Hawaii, Atlantic (Puerto Rico, US Virgin Islands), Guam and American Samoa, plus the Canadian zones Atlantic (Canada), Newfoundland, Saskatchewan and Yukon. This drives how “today” and appointment times are calculated across the app, the times printed on documents, and the business hours your AI Receptionist follows.
  3. Fill in the company identity fields: Company Name, Address, Address 2, City, State, Zip.
    • Address lookup: start typing your street address and, after three characters, up to five matching US addresses drop down. Pick one with the mouse, a tap or the arrow keys and Enter, and it fills Address, City, State and Zip. Every field stays editable, and if no suggestions appear you can type the address in as before.
    • Zip must be 5 digits (12345) or ZIP+4 (12345-6789) if entered.
    • City and State also set the location for the Dashboard weather forecast.
  4. Set the invoice display switches:
    • Use Product/Service Column?: show a product/service column on invoices.
    • Use Qty/Rate Column?: show quantity and rate columns on invoices.
    • Use Sales Tax On Invoice?: enable sales tax on invoices.
    • Sales Tax Rate (%): your combined state and local rate as a percent (for example 6.25). It is used on estimates, visit invoices and new invoices; tax-exempt customers and non-taxable products are not taxed. If sales tax is on but the rate is 0, the page warns you that documents will show $0 tax.
    • Require completion photo for crew visits? (shown if the mobile crew app is enabled): when on, crews must upload at least one After photo before they can complete a visit.
  1. Fill in the Invoice / Receipt Header section. This is what customers see at the top of invoices and estimates:
    • Logo: upload an image file.
    • Business Name Override: a display name for documents, if different from your company name.
    • Phone, Email, Website: contact details printed in the header. Email must be a valid email address; Website should be a full URL (e.g. https://example.com).
    • Header Note: free text (up to 500 characters), e.g. a license number or tagline.
  2. Click Update to save.

What happens next

The page reloads on the Company Settings tab with a green “Success: Company settings updated.” banner. Your logo (if uploaded) appears as a preview above the Logo field, and the header details flow through to newly generated invoices and estimates. If something was rejected, a red error banner explains which field to fix and your other tabs are unaffected.

Tips & best practices

  • Set the time zone before scheduling anything. It affects appointment display and which jobs count as “today” on the Dashboard.
  • Fill in City and State even if you don’t print addresses: they power the weather outlook and weather alerts on the Dashboard.
  • Use the Business Name Override when your legal company name differs from the brand customers know.
  • Keep the header note short. It prints on every invoice and estimate.
  • Related tabs worth setting up at the same time: Document Templates (customize the estimate/invoice header and footer layout) and On-Hold Reasons (the reason list shown when placing a job on hold; system defaults are read-only, but you can add your own company-specific reasons).

Troubleshooting

  • No address suggestions appear: the lookup needs at least three characters and only suggests US street addresses. If it is unavailable, type the address in by hand; the form saves the same way.
  • My time zone isn’t listed: only the zones above can be chosen. Pick the one your office follows.
  • “Company ZIP code must be 5 digits or ZIP+4 format.”: remove any extra characters from the Zip field, or leave it blank.
  • My company name didn’t clear when I blanked it out: that’s intentional. An empty Company Name is ignored on save so a stray edit can’t erase your name; the other fields still save.
  • “Logo must be an image file.”: only JPG, JPEG, PNG, GIF, and WebP files are accepted.
  • Weather on the Dashboard shows the wrong city: the forecast uses the City/State saved here; update them and refresh the Dashboard.
  • My changes seemed to vanish: make sure you clicked Update at the bottom of the Company Settings form; switching tabs does not save.

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