Skip to main content

Company Profile & Branding

Your company profile drives what customers see on estimates, invoices, and the customer portal, and is only visible to superusers.

Company Settings page, showing the Company Address form and Custom Domain field

Company Details​

Set your business address — street, suite, city, state, postal code, country. This is also what gets geocoded for route planning on the Jobs day-map. A Custom Domain field lets you point your own domain at your Tropical Hill subdomain via a CNAME record.

Invoicing​

Upload your Company Logo here — it's what actually appears on invoice and estimate PDFs, so it's worth setting up before your first one goes out. Set a Default Tax Rate that pre-fills on new estimates and invoices; it's just a starting point and can be overridden on any individual document.

Default Terms & Notes fills in the wording you'd otherwise retype on every document:

  • Default Payment Terms — Due on Receipt, Net 15, Net 30, Net 60, or Net 90. New invoices open on this instead of Net 30.
  • Default Invoice Notes and Default Estimate Notes — the standing text that goes in the customer-visible Notes field, such as warranty wording, a late-payment policy, or how to reach you about the work.

All three are starting points only. Change them on any single document without affecting the defaults, and clear a field here to stop it pre-filling at all. Changing a default never touches documents you've already created.

Lead Sort Order​

Build the default sort order for your Leads grid by adding statuses and/or tags into a list and reordering them — see Lead Statuses and Lead Tags for how statuses and tags work.

My Plan​

  • See your billing status at a glance — Trial, Active, Past Due, Canceled, Expired, or Pending — with a countdown if you're still in a trial.
  • Manage Billing takes you to the Stripe Customer Portal to update your payment method, view past invoices, or cancel — this hands off to Stripe directly rather than being handled in-app.
  • Compare Plans lets you switch plans without leaving Tropical Hill: moving between paid plans applies immediately with prorated billing, while starting a brand-new subscription opens an embedded Stripe checkout right on the page.

The My Plan tab, with the Compare Plans table showing Site, Business, and Growth

The rest of Account Settings​

The four sections above are tabs on this page. The rest of the list — Email, Payments, Product, the lists you choose from, and Users — each opens its own page. Setting Up Your Company covers all of them, and which to set up first.

On a website-only plan, the list shows just Company Details and My Plan. Everything else comes with the plans that include the CRM.

Tips​

  • Set your logo and default tax rate on day one — both are easy to forget until your first invoice is already halfway built.
  • If you're approaching your user seat limit, check here before you need the next hire — it's a one-click upgrade instead of a blocked "Add User" attempt at a bad moment.