Company Settings
Configure your business identity in BuildVision.
Accessing Company Settings
- Click your profile icon
- Select Settings
- Go to Company tab
Company Profile
Basic Information
| Field | Description | Shows On |
|---|---|---|
| Company Name | Your business name | Quotes, invoices |
| Address | Business address | Quotes, documents |
| Phone | Contact number | Quotes, footer |
| Business email | Quotes, notifications | |
| Website | Your website URL | Quotes (optional) |
Business Details
Additional info:
- License Number - Contractor license
- Tax ID - For invoicing
- Founded - Year established
Logo & Branding
Uploading Your Logo
Click Upload Logo
In Company Settings, click Upload Logo.
Select Image
Choose your logo file:
- PNG or JPG recommended
- Transparent background works best
- Minimum 200x200 pixels
- Maximum 5 MB
Position & Crop
Adjust if needed:
- Drag to reposition
- Zoom to crop
Save
Click Save to apply.
Logo Recommendations
| Use Case | Recommended Size |
|---|---|
| Square logo | 400x400 px |
| Wide logo | 600x200 px |
| Favicon | 32x32 px |
Your logo appears on: quotes, PDF exports, client-facing pages, and email headers.
Brand Colors
Customize accent colors:
- Click Brand Colors
- Select primary color (hex or picker)
- Preview on sample elements
- Save changes
Colors apply to:
- Quote headers
- Button accents
- Email templates
Default Settings
Currency
Set your default currency:
- USD ($)
- EUR (€)
- GBP (£)
- CAD ($)
- AUD ($)
Used in quotes and invoices by default.
Units
Choose measurement units:
- Imperial (ft, in, SF)
- Metric (m, cm, m²)
Applied to new projects and takeoffs.
Timezone
Set company timezone:
- Affects timestamps
- Due date calculations
- Report generation
Date Format
Choose how dates display:
- MM/DD/YYYY (US)
- DD/MM/YYYY (International)
- YYYY-MM-DD (ISO)
Document Templates
Quote Template
Customize quote appearance:
- Header layout
- Font choices
- Section formatting
- Footer content
Invoice Template
Configure invoice layout:
- Your payment details
- Terms and conditions
- Late fee policies
Email Templates
Edit automated emails:
- Quote sent
- Invoice sent
- Payment received
- Password reset
Notification Settings
Control company-wide notifications:
| Notification | Default | Can Disable |
|---|---|---|
| New user joined | Yes | Yes |
| Project created | Yes | Yes |
| Quote accepted | Yes | No |
| Payment received | Yes | No |
Individual users can further customize their preferences.
Data & Privacy
Data Location
Your data is stored:
- Region: US East (default)
- Enterprise: Choose region
Data Export
Export all company data:
- Click Export Data
- Choose format (JSON/CSV)
- Receive download link via email
Includes: Projects, documents, quotes, invoices.
Data Retention
Configure how long to keep:
- Archived projects: Forever / 7 years / 3 years
- Deleted items: 30 days (then permanent)
- Activity logs: 1 year
Custom Domain (Enterprise)
Use your own domain:
- docs.yourcompany.com
- quotes.yourcompany.com
Contact sales to configure.
Next Steps
- User Management - Add team members
- Roles - Set up permissions
- Billing - Manage subscription