Overview:   Setting Up The Company Profile 

The Company Profile is the first step in setting up your ContractQ account.  It contains key business information – like your name, address, contract details and logo.  This will appear across estimates, job documents and customer communications. 

Your Company Address is especially important as it tells ContractQ where to center your map and automatically apply your default region settings for jobs, estimates, and reporting. 

Getting Started

To Set Up Your Company Profile

Start by clicking the gear icon on the upper right and go to settings and choose Company Profile from the left menu

Company Logo

‍Upload your logo (PNG or JPB, Max size: 2MB).  This logo will appear on customer-facing documents like invoices and estimates

• Click Change to upload
• Click Remove if you want to reset 

Company Address

Enter your business address, which ContractQ uses to: 

• Set your regional default
• Center the map for view for jobs and appointments
• Display the correct business info on documents

Required Fields:

• Address Line 1
• City 
• State
• Zip Code

Tip:  Leave Address Line 2 blank unless you have a suite number or unit

Company Socials

Want to link your company’s social media?  Add any of the following: 

• Instragram
• Facebook
• Linkedin
• Google
• Twitter
• Youtube

Once you’ve entered your company information:

• Click the Save button at the bottom right
•  

You’re now ready to start adding leads, managing jobs and user your fully branded setup!