Set up your company profile
Add your company name, contact info, license, and logo.
- 1Open Settings from the sidebar.
- 2In the Company Profile card, fill in your company name, contact email, phone, address, and license number.
- 3Choose your company type (general contractor, subcontractor, supplier, etc.).
- 4Click Save.
Set a default payment terms value here so new quotes and subcontracts start with your standard terms.