Set Up Your Company Profile and Settings
Configure your company profile, branding, defaults, and integrations so every estimate and invoice looks professional.
Team & SettingsOwnerAdminLast verified August 24, 2026
- Who can use this
- Owners and admins.
- What the client sees
- Your logo, colors, and company details appear on client-facing documents and pages.
Before you start
- Your business details and logo
Company and branding
- Go to Settings → Company and fill in business name, address, phone, email, and website.
- Upload your logo — it's used on estimate and invoice PDFs and on client-facing pages.
- Review your brand colors; SiteView can derive them from your logo or you can set them manually.
Defaults that save time
- Settings → Estimates: default markup or target margin and tax rate.
- Settings → Invoices: default payment terms and online payment connections.
- Settings → Sidebar: hide menu items you don't use (per person, per device).
Integrations
- Connect QuickBooks Online to sync invoices, expenses, and vendors.
- Subscribe to the calendar feed from Google, Apple, or Outlook calendars.
- Connect Stripe or Square if you want clients to pay online.
Troubleshooting
The logo looks blurry on PDFs.
Upload a larger square PNG with a transparent or white background.
An integration shows disconnected.
Reconnect from Settings → Integrations; access tokens expire if the account password changed.
Related guides
Still stuck?
Our team usually responds within one business day.
Verified against the shipped product on August 24, 2026.