Company Profile
Configure your company's identity, branding, and fiscal settings that appear throughout Readybuild and on client-facing documents.
Overview
The Company Profile settings define how your business is presented to clients and team members. This includes:
- Business name and contact information
- Company logo and branding
- Address and regional settings
- Fiscal year configuration
- Integration settings for external forms
- Default document settings
Accessing Company Profile
- Go to Settings > My Company > Company Profile
- Make changes as needed
- Click Save to apply changes
Business Information
Company Details
| Field | Description |
|---|---|
| Company Name | Your official business name (appears on all documents) |
| DBA / Trade Name | "Doing Business As" name if different |
| Address Line 1 | Street address |
| Address Line 2 | Suite, unit, or additional address info |
| City | City |
| State | State/Province |
| ZIP Code | Postal code |
| Country | Country |
| Phone | Primary business phone |
| Fax | Fax number (optional) |
| Website | Company website URL |
| Primary business email |
License Information
| Field | Description |
|---|---|
| License Number | Contractor's license number |
| License State | State where licensed |
This information can be included on contracts and proposals.
Company Logo
Your company logo appears on:
- Contracts and proposals
- Estimates and invoices
- Client portal
- Email communications
- Printed documents
Logo Requirements
For best results, follow these guidelines:
| Requirement | Specification |
|---|---|
| Minimum Width | 250 pixels |
| Recommended Width | 500-800 pixels |
| Maximum File Size | 2 MB |
| File Formats | PNG, JPG, JPEG, GIF |
| Background | Transparent PNG recommended |
| Aspect Ratio | Landscape or square works best |
Uploading Your Logo
- Click Upload Logo or the logo placeholder
- Select your logo file from your computer
- Preview how it will appear
- Click Save to confirm
Logo Tips
- Use high resolution - Low-resolution logos appear pixelated on documents
- Transparent background - PNG with transparency looks professional on any background
- Simple designs - Detailed logos may not reproduce well at small sizes
- Test on documents - Preview a contract to see how your logo appears
Removing a Logo
- Click the X or Remove button on the current logo
- Confirm removal
- Documents will use text-only headers until a new logo is uploaded
Email Logo
A separate logo can be configured for email communications:
- Appears in email headers
- May have different size requirements for email clients
- Typically should be web-optimized (smaller file size)
Email Logo Requirements
| Requirement | Specification |
|---|---|
| Recommended Width | 200-400 pixels |
| Maximum Height | 100 pixels |
| File Size | Under 100 KB (for fast email loading) |
| Format | PNG or JPG |
Branding Colors
Configure your brand colors for public-facing pages like scheduling and lead intake forms.
Accessing Branding Settings
- Go to Settings > My Company > Company Profile
- Scroll to the Branding section
- Configure your colors
- Click Save
Available Settings
| Setting | Description | Default |
|---|---|---|
| Primary Color | Main brand color for buttons, links, and accents | #0F4C81 (Blue) |
| Secondary Color | Secondary accent color | #14B8A6 (Teal) |
| Accent Color 1 | Additional accent for highlights | #10B981 (Green) |
| Accent Color 2 | Additional accent for emphasis | #F59E0B (Amber) |
| Font Family | Font used on public pages | System default |
| Font Size | Base font size | 16px |
Where Branding Appears
Your branding colors are applied to:
- Public Scheduling Pages - Booking flow for customers
- Lead Intake Forms - External lead capture forms
- Client Portal - Customer-facing project portal
- Email Communications - Branded email templates
Setting Colors
Enter colors as hex codes (e.g., #FF5733) or use the color picker:
- Click the color swatch
- Select your desired color
- The hex code updates automatically
- Save your changes
- Primary color should be your main brand color
- Secondary color should complement the primary
- Ensure sufficient contrast for text readability
- Test colors on actual public pages after saving
Per-Group Overrides
For scheduling groups, you can override company branding:
- Open the scheduling group
- Set custom Primary Color and Secondary Color
- Save the group
Leave fields empty to use company defaults.
Per-Form Styling
Lead intake forms can have their own styling:
- Open the lead intake form
- Configure form-specific colors in the Styling section
- Optionally add custom CSS
- Save the form
Fallback Order
Colors are applied in this order:
- Per-item settings (form or scheduling group)
- Company branding (this page)
- System defaults (if nothing configured)
Integration Settings
Configure security settings for external form submissions from third-party websites.
Allowed Domains
The Allowed Domains field controls which external websites can embed and submit data through your public forms, including:
- Public Scheduling Pages - Customer appointment booking forms
- Lead Intake Forms - External lead capture forms embedded on your website
| Field | Description |
|---|---|
| Allowed Domains | List of domains permitted to submit form data (one per line) |
How It Works
When a form is submitted from an external website, Readybuild validates the request origin against your allowed domains list:
- Domain matches - Submission is accepted and processed
- Domain not in list - Submission is blocked for security
- Empty list - All external submissions are blocked
Setting Up Allowed Domains
- Go to Settings > My Company > Company Profile
- Scroll to the Integration Settings section
- Enter each allowed domain on a separate line
- Click Save
Domain Format
Enter domains without the protocol (http/https):
| Format | Example |
|---|---|
| Root domain | example.com |
| Subdomain | www.example.com |
| Multiple subdomains | booking.example.com |
Readybuild supports subdomain matching. Adding example.com will also allow submissions from www.example.com, booking.example.com, and other subdomains.
Example Configuration
If your company website is hosted at www.acmebuilders.com and you also have a landing page at leads.acmebuilders.com:
acmebuilders.com
This single entry allows submissions from both domains since subdomain matching is enabled.
Security Considerations
- Only add domains you control or trust
- Remove domains when they are no longer in use
- Review your allowed domains periodically
Why this matters:
- Prevents unauthorized websites from submitting fake leads
- Protects against cross-site request forgery (CSRF) attacks
- Ensures form submissions come from legitimate sources
Troubleshooting
Form Submissions Being Blocked
If legitimate form submissions are being rejected:
- Verify the submitting domain is in your allowed list
- Check for typos in the domain name
- Ensure the domain doesn't include
http://orhttps:// - Try adding both
example.comandwww.example.comif subdomain matching isn't working
Testing Your Configuration
After adding a domain:
- Save your changes
- Navigate to your external form
- Submit a test entry
- Verify the submission appears in Readybuild
Regional Settings
Timezone
Set the default timezone for your organization:
- Select your timezone from the dropdown
- This affects:
- Activity scheduling
- Report date/time stamps
- Due dates and reminders
- Calendar displays
Date Format
Choose how dates are displayed:
| Format | Example |
|---|---|
| MM/DD/YYYY | 12/25/2024 |
| DD/MM/YYYY | 25/12/2024 |
| YYYY-MM-DD | 2024-12-25 |
Currency
Set your default currency:
- USD ($) - US Dollar
- CAD ($) - Canadian Dollar
- Other currencies as configured
Currency symbol appears on:
- Estimates and proposals
- Invoices
- Reports
- Client portal
Number Format
Configure decimal and thousand separators:
| Setting | Example |
|---|---|
| US Format | 1,234.56 |
| European Format | 1.234,56 |
Fiscal Year Settings
Configure your fiscal year for accurate financial reporting:
Fiscal Year Start
| Field | Description |
|---|---|
| Start Month | Month when your fiscal year begins |
| Start Day | Day of the month |
Common configurations:
| Type | Start Date |
|---|---|
| Calendar Year | January 1 |
| US Government | October 1 |
| UK Tax Year | April 6 |
| Custom | Any date your business uses |
Why Fiscal Year Matters
- Budget reports compare to fiscal year periods
- Year-to-date calculations use fiscal year start
- Financial dashboards show fiscal year progress
- Tax reporting aligns with fiscal periods
Document Defaults
Contract Settings
- Default Terms - Payment terms included on contracts
- Default Warranty - Warranty language
- License Display - Show license number on documents
Invoice Settings
- Invoice Prefix - Prefix for invoice numbers (e.g., "INV-")
- Starting Number - Next invoice number
- Payment Instructions - Default payment instructions
Saving Changes
After making changes:
- Review all fields
- Click Save at the bottom of the page
- Changes take effect immediately
- New documents will use updated settings
Changes to company profile do not affect documents already created. Only new documents will reflect updated settings.
Best Practices
Keep Information Current
- Update address if you move
- Change phone numbers promptly
- Update license information when renewed
Logo Quality
- Use vector-based logos converted to PNG when possible
- Test logo appearance on both digital and printed documents
- Keep original high-resolution files for future use
Regional Accuracy
- Set timezone correctly for accurate scheduling
- Match date format to your region's standard
- Verify currency symbol is correct
Troubleshooting
Logo Appears Stretched
- Check original image dimensions
- Use an image with similar aspect ratio to the placeholder
- Don't stretch a small image to fit
Logo Quality Poor
- Upload a higher resolution version
- Minimum 250px width, recommended 500px+
- Use PNG format for best quality
Changes Not Appearing
- Clear browser cache
- Log out and log back in
- Wait a few minutes for changes to propagate
Logo Not Showing on Documents
- Verify logo was saved successfully
- Check that logo file isn't corrupted
- Try re-uploading the logo