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
- 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 |
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
Existing Documents
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