Company Settings

Your company settings control how your business appears on documents and customer-facing emails.

On the web app, click the settings gear icon in the top-right corner to go to your account. Settings are organized across tabs:

General tab:

• Name — Your business name (appears on PDFs and emails)

• Domain — Your website URL

• Logo — Upload your company logo (appears on PDFs and emails)

• Brand Color — Hex color used on PDFs and email accents

• Contact Email and Phone — Shown on PDFs and emails

• Business Address — Street, city, state, postal code. Appears as the "From" address on estimates and invoices

Invoices & Estimates tab:

• Default Tax Rate — Automatically applied to new estimates and invoices (0-100%)

• Default Payment Terms — Due on Receipt, Net 7, Net 15, Net 30, or Net 60

• Payment Instructions — Free-text field for Venmo, Zelle, or check instructions (appears on invoice PDFs)

• Email Copy (owner only) — Custom text shown before and after invoice/estimate details in customer emails

• Overdue Reminders (owner only) — Toggle 7-day, 14-day, and 30-day overdue reminder emails on/off, and customize the message for each

• Reference Numbers — Set the next auto-assigned number for projects (PROJECT-), estimates (EST-), and invoices (INV-)

Customization tab:

• Project Status Labels — Rename the display labels for project status columns (e.g., "Not Scheduled" to "Backlog")

• Show Address on Projects — Whether customer address appears on project views and calendar

• Show Weekends — Whether weekends appear on the calendar view

On the mobile app, tap the settings gear icon and access these through Business Info, Email Customization, and Reference Numbers screens.