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Organization profile

Organization profile

Set your organization's identity, logo, contact details, address, and locale — the branding that public pages and documents carry.

Reviewed AdminVertiqa 1.64+

Organization holds your organization's name, branding, contact details, address and locale. Invoices, emails, page headers and agents all draw on it. Open Settings → Organization (route /settings/organization). Anyone can view it; only owners and admins can save changes.

The Organization page with jump links to Identity, Branding, Contact, Address, Locale, Tax & legal and System, and the Identity section marked Required with Display name Demo General Co and empty Legal name, Doing business as (DBA), Industry and Description fields, then the start of the Branding section with a Logo upload.
Select a link at the top to jump to that section.

Identity

  • Display name: shown on the dashboard, emails and proposals. Keep it short.
  • Legal name: the registered entity, used on contracts and invoices.
  • Doing business as (DBA): a trade name, if it differs.
  • Industry: a descriptive label, such as "Commercial HVAC".
  • Description: one paragraph on what you do. Agents use it to write outbound copy, so write it the way you'd say it on a call.

Branding

The Branding section with a Logo upload button, a box to paste an image URL, and Primary color #3B82F6 with a color picker.
Your logo and accent color appear in the app and on emailed documents.
  • Logo: select Upload for a square PNG, JPG or WebP up to 5 MB, or paste an image URL. Until you add one, public pages such as your booking page show your initials.
  • Primary color: the accent used across the app, as #RRGGBB, or pick it with the color picker.

Contact, address and locale

  • Contact: Website, Main phone (shown on invoices and email signatures), Support email (the reply-to address) and Billing email.
  • Business address: printed on your public booking page and on invoice and estimate PDFs. The address on marketing emails is set separately in Sender details.
  • Locale: Timezone (used for scheduling, reporting and SLA clocks) and Default currency for estimates and invoices, as a three-letter code such as USD.
  • Tax & legal (optional): Tax ID and Registration number, shown on invoices when present.

System

System shows your subdomain, custom domain, vertical and plan. These can't be changed here: contact support, or change your plan in billing.

Save your changes

When you change a field, a bar appears at the bottom of the page. Select Save changes; the new details apply to invoices, emails and agent copy straight away.