How To Set Up Your Company Profile and Settings
Open My Company (in the sidebar's Company section) and fill in your logo, address, and business details; they appear on every client-facing document. Each card on the page has its own Edit button. Then use the Company Settings hub to configure the rest: financial defaults, roles, telephony, integrations, and your subscription, each in its own section.
Estimates with the wrong logo and invoices missing your address don't exactly scream "trustworthy professional." The company profile takes minutes to complete, and the Company Settings hub around it is where every business-wide switch lives. Here's the profile setup, then the map.
The profile: your public face
Open My Company in the sidebar's Company section. The page is a set of cards; each one has its own Edit button that opens just that card's fields, and a missing detail shows Not set with an Add link next to it.
- Change logo (top right): your logo appears on estimates, invoices, receipts, and client emails. It saves as soon as you pick the file.
- Business details: the Company Name, printed on every document and, on ZenGrow and ZenAI, used as the sender name on client emails (invoices, estimates, receipts, job reports) so they arrive as your business rather than as WorkZen. The address itself stays on WorkZen's sending domain, which is what keeps those emails out of spam. This card also holds your industry, incorporation type, registration date, and tax registrations: Canadian businesses get a GST/HST Number field alongside the Tax ID, and Quebec businesses also get QST Number, RBQ Licence, and NEQ; fill them once and they print on your documents.
- Region & formats: Timezone drives every schedule and timestamp your team sees. Language is the default for client-facing documents and emails, independent of your dashboard language. Time format, the day your week starts on (Monday or Sunday, used by every calendar in WorkZen) and fiscal year start live here too.
- Contact: email, a billing email, main phone, a Secondary phone if you run two lines, website, and your business address.
- Taxes and Business hours: covered in how taxes calculate and setting up work hours.
Missing registration numbers show a reminder on the page: the GST/HST Number for every Canadian company, plus the QST Number, RBQ Licence, and NEQ in Quebec. Its Add link opens the right card directly.
Country locks in once set: currency and available tax rates hang off it. Pick carefully the first time. Everything else stays editable forever.
The settings map
Company Settings is organized into five sections. Here's what lives where:
| Setting | What it controls |
|---|---|
| Job Settings | Job types, priorities, and job preferences |
| Lead Settings | Lead management and conversion behavior |
| Financial Settings | Taxes, document defaults, numbering (invoice/estimate/job numbers), tips, and e-transfer details |
| Document Appearance | What invoice and estimate lines show clients (details) |
| Time Tracking | The time clock rules for your team |
| Tags | Your tag vocabulary for clients, leads, jobs, and documents (details) |
| Compliance | Licenses, insurance, and certifications with expiry reminders (details) |
| Trackers | BLE beacons for tracking equipment and vehicles |
| Data Import | CSV import for clients, leads, and your price book (details) |
| Integration | What it does |
|---|---|
| QuickBooks Online | Pushes clients, invoices, estimates, payments to your books (details) |
| Zoho Books | Same idea, Zoho flavor (details) |
| WordPress | Captures leads from your WordPress site's forms |
| Website Widgets | The floating contact/booking/WhatsApp button for any site (details) |
| Stripe Payments | Online card payments on invoices, readers, Tap to Pay (details) |
| Webhooks | Real-time events to Zapier, Make, or your own systems (details) |
| Setting | What it controls |
|---|---|
| Platform Plan | Your WorkZen platform plan (Zen, ZenGrow, ZenAI) |
| AI Receptionist Plan | The AI answering subscription (details) |
| Billing | The cards paying for your subscriptions, plus your WorkZen invoice history |
And under Account Management, Close Account, which we'd rather you never need.
A sensible first-week order
- Complete the profile above.
- Financial Settings: taxes, document defaults, and numbering, before your first invoice goes out.
- Invite your team and tune their roles under Users > Manage Roles.
- Import your data.
- Everything else, when the need shows up.
See it in action
Frequently Asked Questions
This article answers:
- How do I set up my company?
- How do I add my logo to invoices?
- Where are the company settings?
- Where do I change my tax numbers?
- What settings should I configure first?