Review your company identity
Company settings holds your business identity and branding. Review details filled from signup before saving.
- Open Settings and select Company settings.
- Check Company name and Your name.
- Upload or replace your logo.
- Review phone, email, website, address, and service area.
- Complete applicable license and insurance details.
- Select Save changes and check for Saved.
Check the finished document
Preview a proposal and check the company information as the customer will see it. Your EIN is an internal field and is not printed on estimates.
If a field cannot be changed
Your access determines whether you can edit company information. Type of trade is read-only here; contact support if the saved trade needs correction. If a conflicting change appears, reload and review the current values before saving again.