Update your business info

Quickly update your business information, including contact details and tax-related data.

 

Note:
Go to Manage your team page for instructions on editing employee information.

Instructions

To update your business information:

  1. Click on your email at the top-right corner of the screen and select Profile.
  2. Go to the Business Information tab.

Update your Business Info

3. Fill in the required information:
    • Business Name
    • Business Phone (optional)
    • Billing Address
    • City
    • State
    • Country
    • Zip Code
    • Logo (optional)
4. Under the Taxes section, provide:
    • Business Type
    • Legal Business Name
    • Tax ID Number (EIN)
    • Trade (choose from options like General Contractor, Concrete, Electrical, Mechanical, etc.)

5. Click Save to update your information.


What's next?

Keep exploring our platform by taking the next step: Manage your team page.