Organization Settings

Organization settings control how your company appears in proposals, emails, and throughout the platform. Only Admins can change these settings.

Company profile

Go to Settings > Organization to update your company details:

• Company name — Your legal or trade business name.
• Phone number — Primary business phone.
• Email — Main contact email address.
• Address — Your office or mailing address.
• Website — Your company’s website URL.

Branding

Customize how your proposals and documents look:

• Logo — Upload your company logo. It appears on bids, pay apps, and PDF exports.
• Brand color — Set a primary color that matches your brand identity.

Your logo and color carry through to client-facing documents, giving proposals a professional appearance.

Default settings

Configure defaults that apply across your organization:

• Default payment terms — Set standard terms (Net 30, Net 60, etc.) that auto-fill on new bids.
• Default retainage — Set a standard retainage percentage for pay apps.
• Default tax rate — Your standard tax rate for bids.
• Fiscal year start — Used for financial reporting periods.

License and trade info

• License number — Your contractor license for inclusion on proposals.
• Trade/specialty — Your primary trade classification.
• Insurance info — Policy details for reference.

Keeping this information current ensures your documents are always accurate and professional.