My Company

Configure your company profile, team structure, and organizational settings.

Overview

The My Company section contains all settings related to your business identity, team management, and organizational structure. These settings affect how your company appears to clients and how your team operates within Readybuild.

Settings in This Section

Company Profile

• Profile & Security - Company information and security settings

Team Management

• Team Members - Manage user accounts
• Roles & Permissions - Control access levels
• Departments - Organize your team
• Labor Rates - Set billing rates for team members
• Notifications - Configure email notification preferences

Financial Settings

• Pay Types - Configure payment categories
• Financing Options - Customer financing settings
• Cost Categories & Codes - Organize job costing
• Variance Codes - Track budget variances
• Year Budget - Annual budget settings

Project Configuration

• Project Types - Define project categories
• Divisions - Business unit classification

Automation

• Workflow - Automated processes and triggers

Communication

• Company Messages - Default messages and notifications