> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update your profile

> Edit your Servinix organization profile—name, SIC code, business type, contractor license, contact info, address, units, and time zone—in Settings.

# Update your profile

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

## 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.

## 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.

## 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.

## 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).

## Related

* [Configure branding and visual identity](/account-billing/account-and-profile/configure-branding)
* [Change language and date/time format](/account-billing/account-and-profile/change-language-and-date-format)
* [Invite a team member](/account-billing/users-and-roles/invite-a-team-member)