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Update your profile

Keep your organization profile current so that legal business details appear correctly on estimates, invoices, and regulatory filings.

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Before you start

You must have Admin access to edit organization settings. The Account & Branding page is only visible in the Settings navigation if you are logged in as an Admin.

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Steps

  1. Go to Settings in the left navigation.
  2. Select Account & Branding. The page opens to the ORGANIZATION PROFILE section.
  3. Update the ORGANIZATION NAME* field with your trading name (for example, “Acme Fleet Solutions”).
  4. Optionally fill in SIC CODE (Standard Industrial Classification code), BUSINESS TYPE, and CONTRACTOR LICENSE # — the license number appears on estimate and invoice PDFs.
  5. Scroll to BUSINESS REGISTRATION DETAILS. These fields pre-fill the phone-number registration form for SMS texting. Fill in:
    • BUSINESS NAME — legal name on file with the IRS
    • COMPANY TYPE — Public, Private, Non-Profit, or Government
    • EIN (TAX ID) — 9-digit IRS Employer Identification Number (format: 12-3456789)
    • BUSINESS TYPE and INDUSTRY using the dropdowns
    • REGION OF OPERATION, WEBSITE URL, and SOCIAL MEDIA URL
  6. Complete the AUTHORIZED REPRESENTATIVE section: FIRST NAME, LAST NAME, TITLE, JOB POSITION, EMAIL, and PHONE (E.164 format, e.g. +1 (555) 000-0000).
  7. Enter your BUSINESS ADDRESS: STREET ADDRESS, CITY, STATE (2-letter code), and ZIP CODE.
  8. Click Save Changes at the top of the page.

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Result / verify

A success confirmation appears. Estimate and invoice PDFs now reflect the updated organization name and contractor license number. Business registration fields are saved for future SMS registration pre-filling.

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Troubleshooting

Save Changes is greyed out — Ensure the required ORGANIZATION NAME* field is not empty. EIN format rejected — Enter exactly 9 digits in the format 12-3456789 (two digits, hyphen, seven digits).