Set up your company info and logo
Your logo, contact details and license show on every estimate and invoice.
1 Company details
- Open Settings → My company.
- Upload your logo (PNG or JPG work best in the PDF).
- Fill in your business name, address, phone, email and website.
- Click Save.
2 License, insurance & links
- Open Settings → License & web links.
- Upload your license and insurance documents — clients can download them from the estimate link.
- Add your website, Google, Facebook, Instagram and Yelp links.
The Website URL also becomes the Website button at the top of Jobs & Jots.
Didn't find what you need?
Email us and we'll walk you through it.