Set up your company's details, logo and time zone
On Essentials only.
Your name, colour and logo go on every screen, bill and email, so set them first.
Steps
- On the web, click Company in the menu, under Settings.
- Under Name and look, fill in Company name and Short name. The short name is what the top bar and the phone show, up to 24 characters.
- Choose a Colour. The swatch beside it shows how text looks on it.
- Under Features, untick anything you do not use: Job chat, Timesheets, Daily reports, Site surveys or Sales pipeline. Their screens are hidden for everyone.
- Click Save.
- Next to Logo, choose a PNG or JPEG file up to 256 KB. It saves by itself and says Logo saved.
- Click Automations in the menu. Under For every automation, type your zone in Time zone for times in emails, such as America/Chicago - or click use … to take the one your browser is in.
- Click Save.
Good to know
- Only an Admin can change these. A Manager can see them.
- A colour that white text cannot be read on is refused, and the message says why.
- The time zone sets the times in emails and what "due today" means. Appointment reminders cannot be switched on until it is set.
- The guided setup does all of this with you, a step at a time. It opens by itself for the Admin after the tour. To bring it back, click ? at the top of any screen, then Carry on setting up. Each step has Go to …, Show me, Skip this and Next, and ticks itself when the work is done.
- Download everything on the Company tab gives you all your records, photos and signatures in one ZIP, whenever you like.
- On Business and Enterprise there is no Company tab. Your name and logo are part of your company's own setup.