General Settings
The General Settings page lets you configure your company’s basic information, branding, and operational preferences.
Accessing General Settings
Section titled “Accessing General Settings”Go to Settings → General in the left sidebar.
Company Information
Section titled “Company Information”| Field | Description |
|---|---|
| Company Name | Your official company name (appears on documents) |
| Company Logo | Upload your logo (used on invoices, quotations, and the dashboard header) |
| Primary company contact email | |
| Phone | Company phone number |
| Address | Full business address |
| City / Country | Location details |
| Company Size | 1–10, 11–50, 51–250, 251–1,000, or 1,000+ employees |
| Industry | Your industry type |
| Website | Company website URL |
Uploading a Logo
Section titled “Uploading a Logo”- Click the logo area or the upload button.
- Select an image file (PNG or JPG recommended, max 2MB).
- The preview will update. Click Save to apply.
Timezone
Section titled “Timezone”Select your company’s timezone from the dropdown. This affects how dates and times are displayed throughout the dashboard (e.g., work order timestamps, invoice due dates).
Saving Changes
Section titled “Saving Changes”After making any changes, click Save at the bottom of the page.