Update your company business information

Update your company business information

Audience: Owner
Plan: All
Platform: Web
Time to complete: ~10 minutes

Overview

Keep company name, address, logo, and regional settings current so estimates and invoices show correct branding.

Before you begin

• Owner role required.

Steps

1. Go to Settings → Company.
2. Open Company Info (or Overview).
3. Update legal name, address, phone, website, and logo.
4. Save Regional settings (timezone, date format) if you operate in multiple zones.
5. Review Business hours if you use scheduling reminders.

Verify it worked

Preview an estimate or invoice PDF; the header shows updated company details.

Related articles

• Configure invoice and estimate document settings
• Connect your Stripe account for customer payments
• Complete your business profile and choose a plan

Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].