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Set up your company info and logo

Your logo, contact details and license show on every estimate and invoice.

Guide 4 of 6 in Getting started 3 min read 2 parts

What it is

What you fill in here goes on every estimate, invoice, email and on your Client Corner, so it's worth a few minutes on day one.

1 Company details

  1. Open Settings → My company.
  2. Upload your logo (PNG or JPG work best in the PDF).
  3. Fill in your business name, address, phone, email and website.
  4. Click Save.

2 License, insurance & links

  1. Open Settings → License & web links.
  2. Upload your license and insurance documents — clients can download them from the estimate link.
  3. Add your website, Google, Facebook, Instagram and Yelp links.

The Website URL also becomes the Website button at the top of Jobs & Jots.

Common questions

My logo looks blurry on the PDF.

Upload a larger PNG or JPG (at least 600 pixels wide). A white or transparent background works best.

Can I change it later?

Yes, anytime, in the same place.

Related guides

Customize your estimates and invoicesPaper size, payment terms, footer, email messages and notifications. 3 min Contracts, terms and your signatureThe terms the client accepts and your signature on documents. 3 min Sales tax and markupsTax rates on items and a hidden markup on lines. 2 min

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