How To Set Up Your Company Profile and Settings
Go to Settings > Company and fill in your logo, address, and business details; they appear on every client-facing document. Then use the Company Settings hub to configure the rest: financial defaults, roles, telephony, integrations, and your subscription, each in its own section.
Estimates with the wrong logo and invoices missing your address don't exactly scream "trustworthy professional." The company profile takes minutes to complete, and the Company Settings hub around it is where every business-wide switch lives. Here's the profile setup, then the map.
The profile: your public face
Go to Settings > Company and fill in:
- Logo: appears on estimates, invoices, receipts, and client emails.
- Basic information: legal name, address, and your tax registrations. Canadian businesses get GST/HST Number and QST Number fields alongside the Tax ID; fill them once and they print on your documents.
- Contact information: main phone, a Secondary phone if you run two lines, email, and website.
- Timezone: drives every schedule and timestamp your team sees.
- Language: the default for client-facing documents and emails, independent of your dashboard language.
Country locks in once set: currency and available tax rates hang off it. Pick carefully the first time. Everything else stays editable forever.
The settings map
Company Settings is organized into five sections. Here's what lives where:
| Setting | What it controls |
|---|---|
| Job Settings | Job types, priorities, and job preferences |
| Lead Settings | Lead management and conversion behavior |
| Financial Settings | Taxes, document defaults, numbering (invoice/estimate/job numbers), tips, and e-transfer details |
| Document Appearance | What invoice and estimate lines show clients (details) |
| Time Tracking | The time clock rules for your team |
| User Roles | Roles and permissions (details) |
| Tags | Your tag vocabulary for clients, leads, jobs, and documents (details) |
| Compliance | Licenses, insurance, and certifications with expiry reminders (details) |
| Trackers | BLE beacons for tracking equipment and vehicles |
| Data Import | CSV import for clients, leads, and your price book (details) |
| Integration | What it does |
|---|---|
| QuickBooks Online | Pushes clients, invoices, estimates, payments to your books (details) |
| Zoho Books | Same idea, Zoho flavor (details) |
| WordPress | Captures leads from your WordPress site's forms |
| Website Widgets | The floating contact/booking/WhatsApp button for any site (details) |
| Stripe Payments | Online card payments on invoices, readers, Tap to Pay (details) |
| Webhooks | Real-time events to Zapier, Make, or your own systems (details) |
| Setting | What it controls |
|---|---|
| Subscription Plans | Your WorkZen platform plan (Zen, ZenGrow, ZenAI) |
| AI Receptionist Plan | The AI answering subscription (details) |
| Payment Methods | The cards paying for your subscriptions |
And under Account Management, Close Account, which we'd rather you never need.
A sensible first-week order
- Complete the profile above.
- Financial Settings: taxes, document defaults, and numbering, before your first invoice goes out.
- User Roles and invite your team.
- Import your data.
- Everything else, when the need shows up.
See it in action
Frequently Asked Questions
This article answers:
- How do I set up my company?
- How do I add my logo to invoices?
- Where are the company settings?
- Where do I change my tax numbers?
- What settings should I configure first?
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Still have questions?
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