Business Settings

Configure your company and estimating preferences.

1. Company Information

Company Name * Owner / Contact Name Business Phone Business Email Business Website Business Address

City

State

ZIP Code Company Logo URL

Logo support and uploading will be added during integration.

Standard Hourly Billing Rate ($) Overtime Billing Rate ($) Default Number of Workers

These are default customer billing rates, not employee wage rates.

Default Overhead (%)

Default Profit Margin (%)

Default Sales Tax (%)

Tax rates must be configured for the applicable jurisdiction and type of work. Verify local tax rules before issuing estimates.

Estimate Number Prefix Starting Estimate Number Default Presentation Format Default Estimate Validity

Default Payment Terms Custom Payment Instructions Estimate Footer Message

Settings have not been saved yet.