Company Profile
Configure your company's identity, branding, and fiscal settings that appear throughout Readybuild and on client-facing documents.
Overview
The Company Profile settings define how your business is presented to clients and team members. This includes:
- Business name and contact information
- Company logo and branding
- Address and regional settings
- Fiscal year configuration
- Integration settings for external forms
- Default document settings
Accessing Company Profile
- Go to Settings > My Company > Company Profile
- Make changes as needed
- Click Save to apply changes
Business Information
Company Details
| Field | Description |
|---|---|
| Company Name | Your official business name (appears on all documents) |
| DBA / Trade Name | "Doing Business As" name if different |
| Address Line 1 | Street address |
| Address Line 2 | Suite, unit, or additional address info |
| City | City |
| State | State/Province |
| ZIP Code | Postal code |
| Country | Country |
| Phone | Primary business phone |
| Fax | Fax number (optional) |
| Website | Company website URL |
| Primary business email |
License Information
| Field | Description |
|---|---|
| License Number | Contractor's license number |
| License State | State where licensed |
This information can be included on contracts and proposals.
Company Logos
The Company Profile page has two logo upload fields: Company Logo and Small Logo. Both accept the same image dimensions.
Company Logo
The primary logo appears on documents and expanded views:
- Client portal sidebar (expanded / full-width view)
- Client document headers (estimates, work scope summaries)
- Purchase orders and quotes
- Vendor-facing PO/quote views
- PDF exports
- Email headers
Small Logo
The small logo appears where space is limited:
- Client portal sidebar (collapsed / mini view)
The upload field accepts the same image dimensions as the regular logo. "Small" describes the display context, not a size constraint on the file you upload.
Logo Requirements
Both logo fields share the same upload requirements:
| Requirement | Specification |
|---|---|
| Minimum Width | 160 pixels |
| Maximum Width | 500 pixels |
| Maximum File Size | 2 MB |
| File Formats | PNG, JPG |
| Background | Transparent PNG recommended |
| Aspect Ratio | Landscape or square works best |
Uploading a Logo
- Click Upload Logo or the logo placeholder for the field you want to set (Company Logo or Small Logo)
- Select your logo file from your computer
- Preview how it will appear
- Click Save to confirm
Logo Tips
- Use high resolution — Low-resolution logos appear pixelated on documents
- Transparent background — PNG with transparency looks professional on any background
- Simple designs — Detailed logos may not reproduce well at small sizes
- Test on documents — Preview a contract or the client portal to see how each logo appears
Removing a Logo
- Click the X or Remove button on the current logo
- Confirm removal
- Documents will use text-only headers until a new logo is uploaded
Email Logo
A separate logo can be configured for email communications:
- Appears in email headers
- May have different size requirements for email clients
- Typically should be web-optimized (smaller file size)
Email Logo Requirements
| Requirement | Specification |
|---|---|
| Recommended Width | 200-400 pixels |
| Maximum Height | 100 pixels |
| File Size | Under 100 KB (for fast email loading) |
| Format | PNG or JPG |
Branding Colors
Configure your brand colors for public-facing pages like scheduling and lead intake forms.
Accessing Branding Settings
- Go to Settings > My Company > Company Profile
- Scroll to the Branding section
- Configure your colors
- Click Save
Available Settings
| Setting | Description | Default |
|---|---|---|
| Primary Color | Main brand color for buttons, links, and accents | #0F4C81 (Blue) |
| Secondary Color | Secondary accent color | #14B8A6 (Teal) |
| Accent Color 1 | Additional accent for highlights | #10B981 (Green) |
| Accent Color 2 | Additional accent for emphasis | #F59E0B (Amber) |
| Font Family | Font used on public pages | System default |
| Font Size | Base font size | 16px |
Where Branding Appears
Your branding colors are applied to:
- Public Scheduling Pages - Booking flow for customers
- Lead Intake Forms - External lead capture forms
- Client Portal - Customer-facing project portal
- Email Communications - Branded email templates
Setting Colors
Enter colors as hex codes (e.g., #FF5733) or use the color picker:
- Click the color swatch
- Select your desired color
- The hex code updates automatically
- Save your changes
- Primary color should be your main brand color
- Secondary color should complement the primary
- Ensure sufficient contrast for text readability
- Test colors on actual public pages after saving
Per-Group Overrides
For scheduling groups, you can override company branding:
- Open the scheduling group
- Set custom Primary Color and Secondary Color
- Save the group
Leave fields empty to use company defaults.
Per-Form Styling
Lead intake forms can have their own styling:
- Open the lead intake form
- Configure form-specific colors in the Styling section
- Optionally add custom CSS
- Save the form
Fallback Order
Colors are applied in this order:
- Per-item settings (form or scheduling group)
- Company branding (this page)
- System defaults (if nothing configured)
Integration Settings
Configure security settings for external form submissions from third-party websites.
Allowed Domains
The Allowed Domains field controls which external websites can embed and submit data through your public forms, including:
- Public Scheduling Pages - Customer appointment booking forms
- Lead Intake Forms - External lead capture forms embedded on your website
| Field | Description |
|---|---|
| Allowed Domains | List of domains permitted to submit form data (one per line) |
How It Works
When a form is submitted from an external website, Readybuild validates the request origin against your allowed domains list:
- Domain matches - Submission is accepted and processed
- Domain not in list - Submission is blocked for security
- Empty list - All external submissions are blocked
Setting Up Allowed Domains
- Go to Settings > My Company > Company Profile
- Scroll to the Integration Settings section
- Enter each allowed domain on a separate line
- Click Save
Domain Format
Enter domains without the protocol (http/https):
| Format | Example |
|---|---|
| Root domain | example.com |
| Subdomain | www.example.com |
| Multiple subdomains | booking.example.com |
Readybuild supports subdomain matching. Adding example.com will also allow submissions from www.example.com, booking.example.com, and other subdomains.
Example Configuration
If your company website is hosted at www.acmebuilders.com and you also have a landing page at leads.acmebuilders.com:
acmebuilders.com
This single entry allows submissions from both domains since subdomain matching is enabled.
Security Considerations
- Only add domains you control or trust
- Remove domains when they are no longer in use
- Review your allowed domains periodically
Why this matters:
- Prevents unauthorized websites from submitting fake leads
- Protects against cross-site request forgery (CSRF) attacks
- Ensures form submissions come from legitimate sources
Troubleshooting
Form Submissions Being Blocked
If legitimate form submissions are being rejected:
- Verify the submitting domain is in your allowed list
- Check for typos in the domain name
- Ensure the domain doesn't include
http://orhttps:// - Try adding both
example.comandwww.example.comif subdomain matching isn't working
Testing Your Configuration
After adding a domain:
- Save your changes
- Navigate to your external form
- Submit a test entry
- Verify the submission appears in Readybuild
Regional Settings
Timezone
Set the default timezone for your organization:
- Select your timezone from the dropdown
- This affects:
- Activity scheduling
- Report date/time stamps
- Due dates and reminders
- Calendar displays
- Contract signature dates, both on screen and on the generated PDF
Signature dates are recorded at the moment of signing and displayed in your company's timezone, so the date shown on a contract PDF always matches the date shown in the app.
Date Format
Choose how dates are displayed:
| Format | Example |
|---|---|
| MM/DD/YYYY | 12/25/2024 |
| DD/MM/YYYY | 25/12/2024 |
| YYYY-MM-DD | 2024-12-25 |
Currency
Set your default currency:
- USD ($) - US Dollar
- CAD ($) - Canadian Dollar
- Other currencies as configured
Currency symbol appears on:
- Estimates and proposals
- Invoices
- Reports
- Client portal
Number Format
Configure decimal and thousand separators:
| Setting | Example |
|---|---|
| US Format | 1,234.56 |
| European Format | 1.234,56 |
Fiscal Year Settings
Configure your fiscal year for accurate financial reporting:
Fiscal Year Start
| Field | Description |
|---|---|
| Start Month | Month when your fiscal year begins |
| Start Day | Day of the month |
Common configurations:
| Type | Start Date |
|---|---|
| Calendar Year | January 1 |
| US Government | October 1 |
| UK Tax Year | April 6 |
| Custom | Any date your business uses |
Why Fiscal Year Matters
- Budget reports compare to fiscal year periods
- Year-to-date calculations use fiscal year start
- Financial dashboards show fiscal year progress
- Tax reporting aligns with fiscal periods
Document Defaults
Contract Settings
- Default Terms - Payment terms included on contracts
- Default Warranty - Warranty language
- License Display - Show license number on documents
Invoice Settings
- Invoice Prefix - Prefix for invoice numbers (e.g., "INV-")
- Starting Number - Next invoice number
- Payment Instructions - Default payment instructions
Saving Changes
After making changes:
- Review all fields
- Click Save at the bottom of the page
- Changes take effect immediately
- New documents will use updated settings
Changes to company profile do not affect documents already created. Only new documents will reflect updated settings.
Best Practices
Keep Information Current
- Update address if you move
- Change phone numbers promptly
- Update license information when renewed
Logo Quality
- Use vector-based logos converted to PNG when possible
- Test logo appearance on both digital and printed documents
- Keep original high-resolution files for future use
Regional Accuracy
- Set timezone correctly for accurate scheduling
- Match date format to your region's standard
- Verify currency symbol is correct
Troubleshooting
Logo Appears Stretched
- Check original image dimensions
- Use an image with similar aspect ratio to the placeholder
- Don't stretch a small image to fit
Logo Quality Poor
- Upload a higher resolution version
- Minimum 160px width, maximum 500px
- Use PNG format for best quality
Changes Not Appearing
- Clear browser cache
- Log out and log back in
- Wait a few minutes for changes to propagate
Logo Not Showing on Documents
- Verify logo was saved successfully
- Check that logo file isn't corrupted
- Try re-uploading the logo