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Company Information

Set up your company’s identity in Tallie. This information appears on your estimates and invoices, helping clients recognize your business and contact you easily.

What You’ll Learn

  • Adding your company name and logo
  • Setting up your business address
  • Adding your contractor license number
  • Configuring your service location for pricing

Company Tab Overview

The Company tab in Settings contains everything related to your business identity:

  • Rate Sheet - Save your labor and material rates
  • Company Information - Your business name and logo
  • Business Address - Your full business address and phone
  • Location - Your service area for pricing accuracy

Step-by-Step Guide

Step 1: Add Your Company Name

  1. Go to Settings from the sidebar
  2. Make sure you’re on the Company tab
  3. Find the Company Information section
  4. Enter your business name in the “Company Name” field

This name will appear at the top of all your estimates and invoices.

A professional logo makes your documents stand out. Here’s how to add one:

  1. In the Company Information section, click Upload Logo
  2. Select an image file from your computer
  3. Tallie automatically compresses the image to keep documents loading fast
  4. Your logo preview will appear in the box

Logo tips:

  • Use a PNG or JPG file
  • Maximum file size is 10MB (Tallie will compress it)
  • Square or horizontal logos work best
  • To remove a logo, hover over it and click the X button

Step 3: Enter Your Business Address

Your business address appears on estimates and invoices. Fill in:

  1. Street Address - Your main business address
  2. Suite/Apt/Unit - Optional, for suite or unit numbers
  3. City - Your city
  4. State - Two-letter state code (e.g., CA, TX, FL)
  5. Zip Code - Your 5-digit or 9-digit zip code
  6. Business Phone - The phone number for client inquiries

Step 4: Add Your License Number

If you’re a licensed contractor, add your license number:

  1. Find the License Number field
  2. Enter your license number (e.g., “CSLB #123456”)
  3. This will appear on your estimates for client confidence

Many states require contractors to display their license number on all job quotes. Check your local requirements.

Step 5: Set Your Service Location

Your location helps Tallie provide accurate pricing for your area:

  1. Find the Location section
  2. Enter your City, State (e.g., “Los Angeles, CA”)
  3. Enter your Zip Code

The zip code is used for Home Depot product pricing integration, so estimates reflect local material costs.

Step 6: Save Your Changes

After entering your information:

  1. Scroll to the bottom of the page
  2. Click Save Changes
  3. You’ll see a confirmation message when saved successfully

Rate Sheet

The Rate Sheet lets you save your commonly used rates for quick access when creating estimates.

Managing Your Rates

  1. Click Manage Rates to open the rate sheet dialog
  2. Add new rates with:
    • Category - The type of work (e.g., “Painting”, “Electrical”)
    • Item - Specific item name (e.g., “Interior Paint - Walls”)
    • Rate - Your price
    • Unit - How you charge (per hour, per square foot, each, etc.)
    • Type - Labor, Material, or Service

Importing Rates

Have rates in a spreadsheet? You can import them:

  1. Click Import Rates
  2. Upload a CSV file with your rate data
  3. Tallie will add them to your rate sheet

Tips

  • Keep your phone number current - Clients may call with questions about estimates
  • Use a clear logo - Avoid logos with lots of fine detail; they may not print well
  • Update your address if you move - Old estimates will keep the old address, but new ones will use the updated info
  • Your license builds trust - Displaying your license number shows clients you’re legitimate
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