Company Settings¶
Available to: Owner, Platform Admin
The Company Settings page lets Owners (and Platform Admins acting on a tenant) update the company's profile information that appears on invoices, internal records, and system defaults.
Accessing Company Settings¶
- As Owner: Open Settings in the left sidebar (below Team). Company information is the first section on the Settings page. You can also reach it from the bid document editor via Edit Company Information.
- As Project Manager: Open a bid document and use View Company Information at the bottom of the editor (read-only).
- As Platform Admin: Open a tenant's detail page in Platform Admin, then click Edit Profile. This sets the acting-tenant context and opens the Company Settings form pre-filled with that tenant's data.
Editable Fields¶
Company Identity¶
| Field | Description |
|---|---|
| Legal Company Name | The registered legal name of the business. Required. |
| DBA Name | Doing-business-as name, if different from the legal name. Optional. |
| License Number | Contractor license or registration number. Optional. |
| Currency | ISO 4217 currency code (default: USD). |
Contact¶
| Field | Description |
|---|---|
| Phone | Main business phone in E.164 format (e.g. +13125550100). Required. |
| Main business email address. Required. | |
| Website | Company website URL. Optional. |
| Timezone | IANA timezone string (e.g. America/Chicago). Used for scheduling and display. |
Address¶
| Field | Notes |
|---|---|
| Address Line 1 | Street address. Required. |
| Address Line 2 | Suite, unit, etc. Optional. |
| City | Required. |
| State | 2-letter uppercase US state code (e.g. IL). Required. |
| ZIP Code | 5-digit or ZIP+4 format (e.g. 60601 or 60601-1234). Required. |
| Country | Defaults to US. |
Billing Contact¶
An optional secondary contact for billing inquiries:
| Field | Description |
|---|---|
| Name | Billing contact's full name. |
| Billing contact's email address. | |
| Phone | Billing contact's phone in E.164 format. |
Invoice Defaults¶
| Field | Description |
|---|---|
| Payment Terms | Default payment terms printed on invoices (default: Net 30). |
| Footer Notes | Text appended to the bottom of every invoice. |
Saving Changes¶
Click Save Settings to submit. The form uses PATCH semantics — only the fields you changed are sent to the API. On success, a toast notification confirms the save.
Each successful save is recorded in the platform audit log as a field_update event on the tenant, listing which fields were updated.
New companies start with Legal Company Name copied from the tenant name. Address, phone, and email start empty. Fill those before sending client-facing bid or invoice PDFs — empty fields print as blank (or a generic product name on invoices).
Validation Rules¶
- Phone fields must be in E.164 format (e.g.
+13125550100). - State must be a 2-letter uppercase US state abbreviation.
- ZIP Code must be 5 digits or ZIP+4 (e.g.
60601or60601-1234). - Email fields must be valid email addresses.
Access Control¶
| Role | Can view | Can edit |
|---|---|---|
| Owner | Yes | Yes |
| Platform Admin | Yes (via tenant detail) | Yes |
| Project Manager | Yes (read-only via bid document editor) | No |
| Accounting | No | No |
| Supervisor | No | No |
| Badge Worker | No | No |