Company Profile Overview
Let's get the basics set. Your company profile is going to be where you enter your company info, set up your tax rates, and set standard messages that will be seen on all documents.
Set Up Your Company Profile (HCP Web Portal)
The following information can be added/edited in your Company Profile settings:
Business information (including business name, address, support email, website link, industry, and more).
Company description
Logo
Message on invoices, receipts, and estimates
Terms and conditions
To complete the setup of your company profile, click the gear icon in the top right corner of your HCP account to access your Account Settings, and ensure that the Profile tab in the Settings menu on the left is selected.
New Settings Update |
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Previous Settings Version |
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Business Information
The Business Information section of your Company Profile includes info such as your business name, address, support email, license number, industry, and more. To add or edit your business information, follow the steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the left menu, under Global Settings.
Ensure that the Profile tab is selected at the top of the Company settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Profile from the left menu, under Company.
In your Company Profile settings:
Click Edit to the right of the Business Information section.
Add or edit the following business information as needed:
Business name
Address (country, street, city, state, and zip code)
Time Zone
Business phone
Support email
Website (link)
Legal entity name
Industry
License number (not displayed on invoices or estimates)
Once you've filled out your information, click Save in the bottom right corner of the Business Information window. You can always come back and update the information later if it changes.
📌 Note:
Your business address, phone number, and support email cannot be removed from invoices or estimates.
Any email replies from customers will be sent to your Support email. Ensure this email address is one that you are comfortable sharing with your customers and one you check frequently.
Company Description
To add or edit your company description, follow the steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the left menu, under Global Settings.
Ensure that the Profile tab is selected at the top of the Company settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Profile from the left menu, under Company.
In your Company Profile settings:
Click Edit to the right of the Company description section.
You'll then be able to click into the text box to make any adjustments.
Click Save when you're ready, and that's it! Your company description will then be saved to your Company Profile.
📌 Note: The Company Description has a limit of 65,535 characters.
Logo
To upload your company logo, follow the steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the left menu, under Global Settings.
Ensure that the Profile tab is selected at the top of the Company settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Profile from the left menu, under Company.
In your Company Profile settings:
Scroll down to the Logo section and click Edit to the right.
To upload and edit your logo:
Select an image from the file explorer window, and the Crop your image window will appear.
To crop your image, click and drag the edges or corners of the blue square to adjust the selection, and drag inside the square to reposition it.
To refine your selection, click and drag anywhere outside of the blue square to define a new crop area.
Use the magnifying glass icons to adjust the view (zoom in/out) and the rotation icons to rotate the image as needed.
When you're ready, click Save in the bottom right corner of the window, and your logo will be uploaded to your Company Profile.
🛠️ Pro Tip: Dimensions for a logo should have an aspect ratio of 4:3 (400x300 pixels).
📌 Note: Once an image has been saved as your logo, it can only be replaced by another image. Logos cannot be deleted at this time.
Message on Invoice, Receipt, and Estimate
To set up your default message that appears on the bottom of all invoices, receipts, and estimates, follow the steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the left menu, under Global Settings.
Ensure that the Profile tab is selected at the top of the Company settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Profile from the left menu, under Company.
In your Company Profile settings:
Click Edit to the right of the Message on invoice, receipt, and estimate section.
Enter your message into the text box and click Save when you're ready. Your default message will then be added to all future invoices, receipts, and estimates.
This message can be edited on individual invoices, receipts, and estimates. 🔍 To learn more, check out our Help Article, "Message on Invoices, Receipts and Estimates."
📌 Note: The Message on Invoice, Receipt, and Estimate has a limit of 65,535 characters.
Terms and Conditions
Terms and Conditions can be used as rules a customer must agree to in order to use a service, a disclaimer, or as a way to protect your company in the event of a legal dispute.
Put your disclaimers, legal information, or warranty info here. Your Terms and Conditions will show up as a clickable link on all electronic documents you send out and on the app in the field.
To add or edit your terms and conditions, follow the steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the left menu, under Global Settings.
Ensure that the Profile tab is selected at the top of the Company settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Profile from the left menu, under Company.
In your Company Profile settings:
Click Edit to the right of the Terms and conditions section.
Enter your terms and conditions into the text box and click Save when you're ready.
🛠️ Pro Tip: Your Terms and Conditions link is always live, displaying the most up-to-date information each time it's accessed. If you need to make changes, we recommend saving a copy of the current version with a date and timestamp for reference.
📌 Note: Terms and Conditions have a limit of 65,535 characters.
Set Up Your Company Profile (HCP Mobile App - iOS)
The new Company Setup section will also allow you to update the following on your iPhone or iPad by clicking the More icon in the bottom right corner of your screen and selecting Company Setup from the newly populated options:
Company Information
Company Logo
Banking Information
Employees
Personal Information
Tax Rates
Credit card Tipping
24/7 On Demand
Delete Data
Set Up Your Company Profile (HCP Mobile App - Android)
To set up your company profile from the HCP mobile app on Android:
Log into your app and select the drop-down menu located in the top left-hand corner of the screen.
You will be able to view your company data. Clicking each feature will enable you to customize the information.
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Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.