🏢 Company Profile
Your business identity + tax details. These flow onto proposals, invoices, statements, 1099s and year-end tax docs.
Business address & contact
Business identity
Tax and legal
How the business is taxed. An LLC taxed as an S-Corp → choose S-Corporation.
PNG, JPG, SVG or WebP. Square or wide works best. It saves right away.
Your trades
Your primary trade sets how your workspace runs (dispatch and fleet map, or appointments) and which dashboard cards you see. Every trade you pick gets its starter price book, shows up in job, equipment and price book trade lists, and counts as a match for network leads.
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