Getting Started · updated 2026-08-08
One save on the "Company" tab unlocks the gated features. Your company details also appear on invoices, quotes, and your Marketplace profile.
Go to the Account Center and open the "Company" tab, or click "Complete Setup" on the "Complete your company setup" banner. The page is titled "Company Profile".
Until the basics are filled, a card titled "Complete your company profile" shows a checklist of "Company name", "Phone number", and "Business address" with a "done" counter, and the hint "Fill in the basics below and hit Save to unlock all features."
Enter "Company Name" (the one required field for unlocking), plus "Company Phone", "Company Email", and "Billing Address" (with address search). Optional fields include "DBA Name", "Service Area", "Website", and "EIN / Tax ID".
Under "Company Logo" the hint reads "PNG, JPG. Max 2MB. Used on invoices and Marketplace." Pick your "Timezone" from Eastern through Hawaii.
Click "Save Company". A toast confirms "Company updated".
Make sure you actually clicked "Save Company" after filling "Company Name". The unlock happens on save, not on typing.
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