Getting started

Update your company name, logo, address and hours

Change your company name, contact details, address, logo, timezone and work hours in Settings › Company.

Who can do this
Owner, or people with the Company profile permission

Your company details show on your quotes, invoices and emails to customers.

  1. Step 1: Go to Settings › Company.
  2. Step 2: Under Company, update your Company name, Phone, Business email and Website.
  3. Step 3: Start typing your street in Address line 1 and pick a match to fill in the rest of the address.
  4. Step 4: Choose your Country. It sets whether addresses use a ZIP and state or a postal code and province.
  5. Step 5: Pick your Timezone, then set Workday starts and Workday ends.
  6. Step 6: Under On quotes and invoices, turn Show phone, Show business email, Show address and Show website on or off.
  7. Step 7: To add or change your logo, choose a file under Logo. Use a PNG, JPEG or WebP image up to 2MB.
  8. Step 8: Click Save changes.
  • Business email is where customers' replies to your quotes, invoices and reminders go. Leave it blank to use the owner's sign-in email.
  • MakeHay shows dates and times in your timezone, so set it before you schedule work.
  • Scheduling a job for all day uses your workday hours. See Schedule a job.
  • The show switches only change what prints at the top of quotes and invoices. Emails, replies and receipts still use your details either way.

Good to know: A new logo uploads only when you click Save changes.

Tip: The same page also sets defaults for new quotes and invoices, such as your tax rate, how long quotes stay valid, and payment terms.

Open it in MakeHay