Setting Up Your Company Profile

system · March 2, 2026, 11:45pm

Your company profile is the foundation of your Exoserva workspace. It determines how your business appears on invoices, estimates, and customer-facing communications. This guide walks you through configuring your company information so everything looks professional and consistent from the start. Taking a few minutes to complete this setup now will save you time later.

Estimated time: 10 minutes

Before You Begin

An active Exoserva account (see “Creating Your Exoserva Account” guide)
You are logged in with an Owner or Admin role
Your business details on hand (address, phone, website, logo file)

Step 1: Navigate to Settings

Click the gear icon or “Settings” in the sidebar navigation on the left side of your screen. The Settings hub will open, showing a categorized grid of 16 settings sections organized into four groups: Organization, Operations, Personal, and System. You will find Company Info at the top of the Organization group.

Tip: The Settings hub has a search feature and supports pinning your most-used sections. Pin Company Info if you plan to come back and update it frequently.

Step 2: Open Company Info

Click on the “Company Info” card in the Organization section. It is represented by a building icon. This opens the company profile form where you can enter and edit all your business details. If this is your first time here, most fields will be empty or populated with the company name you entered during signup.

Tip: Only users with the Owner or Admin role can access and edit Company Info. If you do not see this option, ask your account owner to grant you the appropriate permissions.

Step 3: Enter Your Business Name and Type

In the Business Name field, enter the official name of your company as you want it to appear on invoices and customer communications. Select your business type or industry from the available options. This helps Exoserva tailor features and AI recommendations to your specific trade, whether you are in HVAC, plumbing, electrical, general contracting, or another field service industry.

Tip: Use your legal business name here. If you operate under a “doing business as” (DBA) name, you can typically enter that as your display name while keeping the legal name for invoices.

Step 4: Add Contact Information

Fill in your business phone number, email address, and website URL. The phone number appears on invoices and is used for customer-facing communications. The email address is used as the “from” address for automated emails like appointment confirmations and invoice notifications. Your website URL is included in the footer of customer-facing documents.

Warning: Make sure the email address you enter is one your team actively monitors. Automated notifications and customer replies will be sent to this address.

Step 5: Set Your Business Address

Enter your company street address, city, state/province, and zip/postal code. This address appears on invoices, estimates, and other official documents. It is also used as the default starting point for route optimization when dispatching technicians to job sites.

Tip: If you operate from multiple locations, enter your primary office address here. You can configure additional locations and service areas in a later step.

Step 6: Upload Your Company Logo

Click the logo upload area to select an image file from your computer. Supported formats typically include PNG, JPG, and SVG. Your logo will appear on invoices, estimates, proposals, and email communications sent to your customers. For best results, use a high-resolution image with a transparent background.

Tip: A square or horizontal logo works best. Aim for at least 400x400 pixels for crisp display across different devices. If you do not have a logo yet, you can skip this step and add one later.

Step 7: Configure Timezone and Currency

Select your timezone from the dropdown menu. This setting affects how appointment times, scheduling, and date-based reports are displayed throughout the platform. Next, choose your default currency. This determines the currency symbol used on invoices, estimates, and financial reports. Both settings apply globally across your entire workspace.

Warning: Changing your timezone after you have existing jobs and appointments may shift how those dates and times appear. Set this correctly before creating your first job.

Step 8: Define Your Service Areas

Configure the geographic areas where your company provides services. You can define service areas by zip codes, city names, or a radius around your business address. Service areas are used by the AI dispatch system to assign jobs efficiently and by the scheduling engine to optimize technician routes.

Tip: Start with your core service area and expand later. You can always add new zones as your business grows into neighboring regions.

Step 9: Save Your Changes

After completing all fields, click the “Save” button at the bottom of the form to apply your changes. A success notification will confirm that your company profile has been updated. Your new information will immediately appear on any invoices, estimates, or documents generated going forward.

Tip: Review everything before saving. Changes to your company name and address will affect all future documents, but previously generated documents retain their original information.

What’s Next?

Now that you’ve completed this guide, check out:

Need help? Post in the Tech Support category or contact support@exoserva.com.