How do I set up my company profile?
Add your business name, logo, timezone, and address. These appear on estimates, invoices, and booking pages.
Open Settings → Company. Fill in your business name, industry, address, phone, and timezone, then upload your logo. The logo is used on every customer-facing document (estimates, invoices, booking pages, signature envelopes), so a high-resolution PNG with a transparent background works best.
If your address has a suite or unit number, put it in the Suite / unit box beside the address rather than in the address line. Picking your address from the suggestions rewrites that line with the street on file, so a suite typed there is replaced. The Suite / unit box is left alone, and the two print together on your documents.
Timezone matters more than it seems: it drives reminder times, scheduling availability, and the dates shown on every contact's activity. Set it once when you start and you won't need to think about it again.
If your workspace has more than one location, each one keeps its own address and suite under Settings → Workspace → Locations, and a location's own settings are used instead of the workspace defaults for projects there.
Choose Country to set the default country for phone numbers. Phone menus put that country first and United States second when different. A number entered with an international prefix keeps its own country.
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