Set up your company profile
Add your logo, confirm your company name and note your Company ID — the things that show up on invoices and customer-facing pages.
1 min read For company admin
Do this early — your logo and company name appear on every invoice PDF and on any job page you share with a customer.
Step by step
- Go to Settings in the sidebar.
- Under Company profile, check the Company name is exactly how you want it printed on invoices.
- Upload a Company logo. A square or wide PNG with a transparent background works best. It's shown at small sizes, so avoid fine detail.
- Note your Company ID — it's shown here and is what support will ask for if you ever raise a ticket.
- Changes save as you go; you'll see Saved. appear next to the section heading.
Under How your team logs in you'll find the login URL you chose at signup. Send that link to staff — it's the one to bookmark.
While you're here
Settings is also where you'll later configure Invoice defaults, Invoice numbering, Email notifications, Job workflow and Trades. Each has its own guide in this section — you don't need any of them to create your first job.
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