There are three tabs under your Company Profile page:
General Tab - This section stores your basic company information, such as your business name, logo, address, and working hours. Step-by-step instructions below.
Sources Tab - In this section, you can create a list of sources so that you can log how your customers find you. There are preloaded suggestions, but you can keep, delete, or add to the list as you please. This helps you track your marketing efforts and other streams of customer acquisition. You can find more information about sources here.
Tags Manager Tab - This is where you can create tags to use in search and filter functions. You can create tags for customers, jobs, estimates, and employees. For additional information about the Tags Manager, click here.
These settings are located in Company Profile. Click to go to Company Profile.
Setting Up Your Company Profile: Step-by-step Instructions
General Tab: Setting Up Your Company's General Information
1. Click the cogwheel icon found on the upper right-hand corner of your page or the bottom of the left-hand navigation panel to access Account Settings.
2. Next, click the 'Company Profile tile under the Account Settings page.
3. Be sure that you are inside the General tab.
4. Add your company logo. Your logo should be at least 256x256px and the format should be PNG or JPG/JPEG. For best results, make sure it's a clear and high resolution logo.
5. Now, let's add your general business information. Some of your business information will be displayed to customers on invoices, text messages, etc.
Business Name
Business Phone Number
Business Address
Business Website
Business Support Email
Business Profile
Auto Follow Up Settings (Auto follow up is a massive time-saving feature that allows your business to auto follow up on unpaid invoices, estimates, and other details.)
6. Set your working days and hours and click 'Update' to save your settings.
If you need to add another day (e.g. Saturday), simply click the corresponding toggle to enable it.
That's it! You're ready to go!