Company information

This is what your customers see at the top of every estimate and invoice.

Your logo

Shown on estimates, invoices and printed copies.

PNG or JPG, up to 2 MB.

Used as the starting point on every new document.

Sales tax rate (%)Payment due in (days)

Default termsHow customers can pay you

Tap the sample to see the full print and email view.

Business nameTradePhoneEmailWebsiteLicense number

Street address

City

StateZIP

Business time zone

Used for job times, recurring visits, reminders, and daily reporting.

Set this up once — every new document picks up the next number automatically.

Estimates

Starts withInclude the yearDigitsNext number

Next estimate: EST-1000

Invoices

Where invoice numbers come from

Starts withInclude the yearDigitsNext number

Next invoice: INV-1000

You can type any number you like on a single estimate or invoice — the next one carries on from there.