1. Access Company Settings, In the left-hand column, click More.
2. In the left-hand column, click Admin. Then select Company Settings.
3. Update Company Information
Within Company Settings, you can edit:
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Company email
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Phone number
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Address
4. If you scroll down through these settings, you can also do the following steps:
Manage Tax Details:
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Update or change the tax rate applied to your jobs.
5. Add Company Bio & Social Media:
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Enter a company bio to display in proposals and client-facing documents.
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Add your company’s social media links (Facebook, Instagram, LinkedIn, etc.).
6. Adjust Account Settings:
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Use the toggles and dropdown menus to:
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Add or change account criteria.
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Customize preferences for your business needs.
7. Set Profit Defaults:
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Update your default project profit.
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Set a minimum project profit to protect margins.
Additional Notes
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Ensure all updates are saved to reflect changes in your account.
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Regularly review and update this section to keep your company details accurate and current.