Edit Your Business Profile

Change your organization name, contact details, and timezone on the Business Profile page under Settings. Your logo and colors are in Branding.

Rename the organization

Renaming changes the name that customers and your team see across the platform.

1. Open Settings > Business Profile.
2. In the Organization Name card, select the Name field.
   • Only the owner can rename the organization. Everyone else sees the Name field disabled, and no Rename organization button appears.
3. Type the new name.
   • The name is required and holds up to 100 characters.
4. Click Rename organization.

After you save, Rename organization turns disabled, because the Name field matches the saved name.

Update contact details

The Contact card holds four fields, and Save contact details saves all four together.

1. Select the field to change: Business email, Phone number, Website, or Business address.
2. Type the new value.
   • Business email needs one @ sign and a dot in the domain, such as hello@yourbusiness.com. An invalid email stops the whole save, so no contact field changes.
   • Website accepts a domain such as yourbusiness.com. JobWise Pro adds https:// to a bare domain when you save.
3. Click Save contact details.
   • The button stays disabled while the Website value is not a valid address.

The Contact card shows the saved values after you reload the page.

Change the timezone

The timezone sets the days and times used for scheduling, reminders, and reports.

1. In the Business Timezone card, open the Timezone list.
   • Without full access to Settings, the list is disabled and Save timezone does not appear.
2. Select your timezone.
3. Click Save timezone.

Save timezone turns disabled after you save, because the Timezone list matches the saved timezone.

What each contact field does

Customers see some of these fields on the instant quote page and on shared file pages.

• Business email: Sets the reply-to address on invoices and quotes. Customers also see it as a mail link on both pages.
• Phone number: Customers see it as a call link on the instant quote page and on shared file pages.
• Website: Customers see it as a link on the instant quote page and on shared file pages.
• Business address: Customers see it only on the instant quote page. Shared file pages do not load it.

Who can view and change each field

Roles decide what each member can do. To create or edit roles, see Create and Edit Roles and Permissions.

• Business Profile: Users without view access to Settings cannot open the page.
• Organization Name: Owner only.
• Contact: Users with edit or full access to Settings can save. Without that access, the Save contact details button does not appear. The owner always has full access.
• Business Timezone: Owners and users with full access to Settings.