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Set up Company Profile

Last updated July 23, 2026

Company Profile is the shared source for the company name, contact information, logo, location, business hours, and default estimate and invoice wording used across Nexus.

Before you begin​

Gather the current company, legal, contact, licensing, website, address, and business-hours details. Prepare a high-quality company logo and have customer-facing document wording approved.

Open Company Profile​

Go to Settings → Your Account → Company Profile.

The page includes Basic Info, Location & Time, and Authorization & Invoicing.

  1. Review whether the profile shows Profile Loaded or Draft.
  2. Click Refresh when someone else recently made a change.
  3. Make changes across the tabs.
  4. Click Save changes.

Save after reviewing all three tabs so company-wide details remain consistent.

Complete Basic Info​

  1. Open Basic Info.
  2. Under Identity & Contacts, enter Company name, Business name, and Legal name.
  3. Enter the customer-facing Email, Notification email, and phone fields.
  4. Enter Website and Website URL.
  5. Under Branding, click Upload logo or Replace logo.
  6. Choose the approved image.
  7. Adjust the crop and zoom.
  8. Save the logo.

Use the same customer-facing business name and main number that appear on your website. The legal name may differ and should match official company records where needed.

Complete Location & Time​

  1. Open Location & Time.
  2. Enter Address and Business address.
  3. Enter City, Country, state or province, and postal code.
  4. Choose the correct Timezone.
  5. Under Business hours, turn each working day on or off.
  6. Enter the open and close time for each working day.
  7. Review daylight-saving and seasonal changes when they apply.

The time zone and business hours can influence customer messages, call routing, scheduling, and other time-based workflows.

Confirm the time zone before setting business hours.

Complete Authorization & Invoicing​

  1. Open Authorization & Invoicing.
  2. Enter License number, Industry, and the business-type details your company uses.
  3. Review the Authorization paragraph.
  4. Enter the default Invoice header and Invoice message.
  5. Enter the default Estimate header and Estimate message.
  6. Click Save changes.
  7. Preview a demo estimate and invoice.

Document defaults should be concise. Confirm any authorization or compliance language with the person responsible for your company's policies.

What happens next​

Saved Company Profile information becomes available across customer documents, notifications, web appointments, Phone Service, and other company-branded experiences. A business unit may override some branding or contact choices for its work.

Troubleshooting​

The logo looks cropped or blurry​

Use Replace logo, choose a larger clear image, and adjust the crop preview. Save, then review a customer document.

Messages show the wrong company time​

Open Location & Time, correct the time zone and business hours, and save. Test a new demo appointment or notification.

Save changes is unavailable​

Wait for the profile to finish loading and resolve required-field or image warnings. Refresh only if you are sure unsaved changes can be re-entered.