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How do I change my company's business information?

Updated
  1. In the left-hand menu, click Settings. The Preferences panel opens first.
  2. Click Edit Preferences.
  3. Update your Company Name, Company Address, email, phone, logo, time zone and regional defaults.
  4. Save.

These details appear on your invoices, emailed visit reports, the mobile app and the client portal (see 13.2).

Note: The Account Owner can’t be changed from Preferences. To hand the account to someone else, transfer ownership from the Team page (see Section 8).

Moving clients to a different PSS account? Contact support. Our onboarding team schedules a session to transfer client profiles and properties into the new account.