Set Up Your Company Profile and Settings

A few minutes in Settings up-front will make every estimate, invoice, and client touchpoint look polished.

Video walkthrough coming soon

We're filming step-by-step videos for every help article. Want this one prioritized? Let us know.

Step-by-step

Go to Settings → Company. Fill in your business name, address, phone, email, and website.
Upload your logo. We'll use it on estimate and invoice PDFs and on the client portal.
In Settings → Estimates, set your default markup and tax rate so you don't have to set them per line.
In Settings → Invoices, set default payment terms and (optionally) connect Stripe or Square for online payments.
Invite the rest of your team from Settings → Team. Assign each user a role so permissions are scoped to what they actually need.

Use a clean square logo on a transparent or white background for best results in PDFs.
Texas users: state default is Texas, so client/project forms default to TX.

Need help?

Our team usually responds within one business day.