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Overview

Company settings (found at /settings and labeled “Company” in navigation) contain your core business configuration. This includes company information, Stripe payment setup, and location management. When you need this: Initial account setup and any time you need to update business details.

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Company Information

Steps:
  1. Go to Settings (labeled “Company” in navigation)
  2. Update your company details:
    • Company name
    • Invoice display name
    • Invoice address
    • Contact email and phone
  3. Click Save Changes
What happens next: This information appears on all invoices and client communications.
Company and location IDs are used for building automations with platforms like Zapier.

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Stripe Payment Setup

Steps:
  1. Go to Settings > Stripe Connect section
  2. Click “Connect Stripe Account”
  3. Complete Stripe onboarding process
  4. Verify connection status shows “Connected”
What happens next: You can accept payments through forms and quotes. Common issues:
  • Connection fails: Verify business information matches Stripe requirements
  • Payments not processing: Check Stripe dashboard for account restrictions

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Location Management

Steps:
  1. Scroll to Location section in Company settings
  2. Set headquarters address (where resources are stored)
  3. Configure timezone for accurate event scheduling
  4. Set default email account for quote delivery
  5. Set default tax rate for automatic quote calculations
What happens next: Drive times and service areas calculate accurately. Common issues:
  • Incorrect drive times: Verify headquarters address is where equipment is stored
  • Wrong timezone: Events will display incorrect times to clients

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Best Practices

  1. Connect Stripe before launching any forms
  2. Set headquarters to actual equipment storage location
  3. Configure default tax rate to avoid manual entry
  4. Link primary business email for quote delivery

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Next Steps

After configuring company settings: