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.
Video Tutorial: Just Getting Started FAQs
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.
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:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Ensure that the 'Profile' tab is selected from the Settings menu on the left.
Click 'Edit' to the right of the Business Information section.
You'll then be able to click into each field to add or edit your business information as needed:
Business name
Displayed on invoices and estimates.
Address (country, street, city, state, and zip code)
Displayed on invoices and estimates.
Time Zone
Business phone
Displayed on invoices and estimates.
Support email
Any email replies from customers will be sent here. Ensure this email address is one that you are comfortable sharing with your customers and one you check frequently.
Website (link)
Legal entity name
Industry
License number
Not displayed on invoices or estimates.
Please Note: Your business address will be displayed on invoices and estimates and cannot be removed.
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.
Company Description
To add or edit your company description:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Ensure that the 'Profile' tab is selected from the Settings menu on the left.
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.
Please Note: The Company Description has a limit of 65,535 characters.
Logo
To upload your company logo:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Ensure that the 'Profile' tab is selected from the Settings menu on the left.
Click 'Edit' to the right of the Logo section.
The file explorer window will appear, where you can select an image to upload.
After selecting an image, 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 outside 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.
Dimensions for a logo should have an aspect ratio of 4:3 (400x300 pixels).
Please 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:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Ensure that the 'Profile' tab is selected from the Settings menu on the left.
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."
Please 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:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Ensure that the 'Profile' tab is selected from the Settings menu on the left.
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.
Please 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 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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contact our Phone Support team at (858) 842-5746.