Setting Up Your Company Profile
Your company profile is the foundation of your Site Service Pro account. This information appears on invoices, reports, and throughout the system.
Accessing Business Info
- Click Admin in the navigation menu
- Select Business Info
Company Information
Basic Details
- Company Name: Your official business name (appears on invoices)
- Address: Your business address
- Phone: Main contact number
- Email: Primary business email
Logo Upload
Your logo appears on:
- Invoices and quotes
- Reports
- The application header
Recommended logo specs:
- Format: PNG or JPG
- Size: 200x60 pixels minimum
- Background: Transparent (for PNG)
Default Rates
Set your default rates that will be used when creating new employees and projects:
Per Diem Rate
The default daily allowance for employees working away from home.
- Example: $100/day for meals and incidentals
Truck/Tool Rate
Daily rate charged for use of company vehicles or tools.
- Example: $15/day per employee
Burden Percentage
The overhead percentage added to labor costs for true cost calculation.
- Typical range: 25-40%
- Includes: Insurance, benefits, taxes, overhead
Saving Changes
Click Save Changes to update your company profile. Changes take effect immediately across the system.
Next Steps
After setting up your company profile: