How To Set Up Your Company Profile and Settings
All plansBeginnerVideo, 1:31Updated September 13, 2026
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.
- Company Name: printed on every document and, on ZenGrow and ZenAI, used as the sender name on client emails (invoices, estimates, receipts, job reports) so they arrive as your business rather than as WorkZen. The address itself stays on WorkZen's sending domain, which is what keeps those emails out of spam.
- Basic information: legal name, address, and your tax registrations. Canadian businesses get a GST/HST Number field alongside the Tax ID, and Quebec businesses also get QST Number, RBQ Licence, and NEQ; 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.
Warning
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:
The day-to-day business configuration:
| 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 |
| 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) |
Your business phone system:
Connections to the rest of your stack:
| 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) |
Money flowing the other way:
| Setting | What it controls |
|---|---|
| Platform Plan | Your WorkZen platform plan (Zen, ZenGrow, ZenAI) |
| AI Receptionist Plan | The AI answering subscription (details) |
| Billing | The cards paying for your subscriptions, plus your WorkZen invoice history |
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.
- Invite your team and tune their roles under Users > Manage Roles.
- Import your data.
- Everything else, when the need shows up.
See it in action
Frequently Asked Questions
The profile itself (logo, address, tax numbers), then Financial Settings (taxes, document defaults, numbering), then invite your team with roles. Everything else can wait until you need it.
No. Country locks in once set, because your currency and available tax rates hang off it. Everything else on the profile stays editable.
Users with the Manage Company Settings permission, which admins have by default. Some areas carry their own permission on top, for example integrations require Manage Integrations.
Yes. The profile's Language selector sets the default language for client-facing documents and emails, independent of what your team sees in the app.
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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