# Set your business details, tax and defaults

> Settings → Company holds your business name, phone, email, logo, brand color and shop address, plus your currency, sales tax, when invoices are due, minimum charge, late fee, how long quotes are good for, your workday and workdays, arrival window, tips and how breaks are paid. Owners and admins change it.

**Settings → Company** is where your business's details live: the name, phone, email and logo your clients see, your shop address, and the defaults Crewtavo uses for new quotes, invoices, the schedule and the time clock. It's the first thing an owner or admin sees in **Settings**.

## Change your company settings

1. Open **Settings → Company**.
2. Change what you need in the **Business**, **Shop address**, **Defaults** and **Time clock** cards.
3. Choose **Save company settings** at the bottom. The button shows "Saved".

The logo is the exception: it saves as soon as you pick it, without **Save company settings**.

Only owners and admins can change these settings, and only they see the **Company** tab. If you've [connected Claude or ChatGPT](https://crewtavo.com/docs/connections/claude-and-chatgpt/), an owner or admin can also ask it to change them.

## Business

| Setting | What it changes |
| --- | --- |
| **Business name** | The name at the top of Crewtavo, on your quotes and invoices, on the Client Hub, and the name your emails come from. |
| **Phone** | On your quotes and invoices, at the bottom of the quotes, invoices and messages you email clients, as the call button on the Client Hub, and on your booking forms ("Questions? Call …"). |
| **Email** | On your quotes and invoices and the Client Hub. When a client replies to an email from Crewtavo, the reply comes here. The first website form and careers form Crewtavo makes for you send their messages here too. |
| **Website** | On your quotes and invoices and the Client Hub. You can leave off the `https://`; Crewtavo adds it. |
| **Trade** | "Picks your starter prices and terms." |
| **Logo** | On quotes, invoices, the Client Hub and emails. |
| **Brand color** | The color of the buttons and highlights on the Client Hub. |

### Email: replies and the sending address

The **Email** here is where replies go. The address emails are actually sent from is set up separately, under **Settings → Email**. If you leave **Email** empty, replies go to that sending address instead. See [Send email from Crewtavo](https://crewtavo.com/docs/connections/email/).

Use an inbox someone reads every day: replies don't come back into Crewtavo. See [Text and email clients from Messages](https://crewtavo.com/docs/clients/messages/).

### Trade

Pick one of the 12 trades, like **Plumbing**, **Lawn & Exterior Maintenance** or **General / Other**. Changing it here doesn't change your price list, checklists or anything else you've set up.

Paving and Roofing are apps: turn on either or both under **Apps**. Changing your trade doesn't install or uninstall them. See [Choose a trade preset](https://crewtavo.com/docs/getting-started/trade-presets/).

### Logo

Choose **Add your logo** (or **Change logo**) and pick the picture. **Remove logo** goes back to your business name. A PNG or SVG with a see-through background looks best. See [Add your logo to quotes, invoices and emails](https://crewtavo.com/docs/getting-started/add-your-logo/).

### Brand color

Pick one of the eight colors, or the color box after them to choose your own. The Client Hub uses it for its buttons and highlights, and picks white or dark lettering on top so it stays readable. Emails show your logo, but their buttons stay Crewtavo's green.

## Shop address

Enter your **Street**, **City**, **State / Province** and **ZIP / Postal code**. Crewtavo uses it to:

- **Start and end routes.** Organizing a crew's route starts from your shop, and the maps-app link starts there. See [Schedule visits and organize mowing routes](https://crewtavo.com/docs/jobs/schedule-and-routes/).
- **Check shop time.** On **Timesheets**, time clocked as **Shop time** says "at the shop" when the phone was there. See [Track time, breaks and where people clock in](https://crewtavo.com/docs/team/timesheets-and-pay/).
- **Show your address** on quotes and invoices, on the Client Hub, and at the bottom of the emails you send clients.

When you save, Crewtavo looks the address up on the map. If it can't find it, it saves anyway and says "Shop address not found on the map. Routes start from the first stop." Check the spelling and the ZIP or postal code, and save again.

## Defaults

| Setting | What it does |
| --- | --- |
| **Time zone** | Decides what "today" is and how every time shows: on Home, the schedule and My day, in the dates and times reminders give your clients, and on the time clock. |
| **Currency** | What your quotes, invoices and payments are in. "Changing it doesn't convert amounts already saved." |
| **Sales tax (%)** | The tax rate a new quote or invoice starts with. You can type a decimal, like `8.875`. |
| **Invoice due after (days)** | When a new invoice is due, counted from the day it's made. "0 means due on receipt. A client can have their own, on their page." |
| **Minimum charge** | Off unless you type an amount. "An invoice under it gets a Minimum charge line that makes up the difference." |
| **Late fee** | **Off**, **A flat amount** or **A percent of what's owed**. Then set the **Late fee amount** (or **Late fee (%)**) and the **Days after the due date** (7 unless you change it). It's added once to an invoice still unpaid that many days after it's due. Late fees aren't taxed. |
| **Quotes valid for (days)** | How long a new quote is good for. It sets the quote's **Valid until** date. |
| **Workday starts** and **Workday ends** | Your working hours, used by the schedule, routes and the time clock. |
| **Workdays** | The days you work, **Mon** to **Sun**. Every day is on until you change it. "Find a time and clients moving a visit online only get these days." |
| **Arrival window** | What clients are told in their portal and reminders, like "between 9:00 AM and 11:00 AM": **None: the start time**, or 30 minutes to 4 hours after it. |
| **Let clients add a tip when they pay online** | Clients paying an invoice on the Client Hub can add a tip. |

### What changes for work you've already done

**Sales tax (%)**, **Invoice due after (days)** and **Quotes valid for (days)** only apply to quotes and invoices made after you save. A quote or invoice that already exists keeps its tax rate and dates, and you change those on the quote or invoice itself. See [Create and send a quote](https://crewtavo.com/docs/sales/quotes/) and [Create an invoice and get paid](https://crewtavo.com/docs/billing/invoices/).

A sent quote past its **Valid until** date shows "This quote has expired; update the date before resending." Your client can still approve it: their Client Hub says the date has passed and that you'll confirm the price.

### Time zone

You chose a time zone when you set up your business; Crewtavo suggested your computer's. The list has every time zone, by region and city, with the one you're on now first, then the US ones: **America/New York** for Eastern time, **America/Chicago** for Central, **America/Denver** for Mountain, **America/Phoenix** for Arizona and **America/Los Angeles** for Pacific.

:::caution
Change the time zone only if it's wrong. Visits keep their times, so a visit at 9:00 AM Eastern shows at 8:00 AM once you switch to Central.
:::

### Workday

**Workday starts** and **Workday ends** are 7:00 AM and 6:00 PM unless you change them, and the workday has to end after it starts ("The workday has to end after it starts.").

- **Schedule**: the day and week views show your workday, with an hour either side, stretching to fit any visit outside it.
- **Find a time**, when you schedule a visit, only suggests open times within the workday, on your **Workdays**.
- **Routes**: organizing a crew's day starts at the start of the workday.
- **Time clock**: a clock someone forgot to stop is stopped for them at the end of that workday. See [Track time, breaks and where people clock in](https://crewtavo.com/docs/team/timesheets-and-pay/).

### Tips

With **Let clients add a tip when they pay online** on, the Client Hub asks "Add a tip for the crew?" when a client pays an invoice, with **No tip**, **10%**, **15%**, **20%** and **Other**. The tip is added to the card or bank payment. Online payments need Stripe; an invoice made in Stripe itself is paid exactly as Stripe billed it, with no tip. See [Take payments with Stripe](https://crewtavo.com/docs/connections/stripe/).

## Time clock

- **Breaks** decides which breaks count as paid time: **Paid if 20 minutes or less** (the default), **Always paid** or **Never paid**.
- **Save where people are when they clock in and out (the office and crew leads see it on Timesheets)** is on unless you turn it off.

Both are explained in [Track time, breaks and where people clock in](https://crewtavo.com/docs/team/timesheets-and-pay/).

## If saving doesn't work

- "Sales tax must be between 0 and 100%.": the tax box has a number of 100 or more. Type the rate as a percent, like `7.25`.
- "The workday has to end after it starts.": **Workday ends** is the same as or earlier than **Workday starts**.
- "Pick at least one workday.": every day under **Workdays** is off.
- "Enter a minimum charge of 0 or more, or leave it empty.", "Enter the late fee amount." or "Enter a late fee between 0 and 100%.": fix the number in that box.
- You don't see **Company** in **Settings**: your role isn't owner or admin. Ask your owner. See [What each role can see and do](https://crewtavo.com/docs/team/roles-and-permissions/).

## Other settings for your business

A few things you might look for here are on their own tabs in **Settings**:

- **Schedule and routes**: how routes are timed and whether the day ends back at the shop. See [Schedule visits and organize mowing routes](https://crewtavo.com/docs/jobs/schedule-and-routes/).
- **Document style**: how your quotes and invoices look, your tagline, license and signature. See [Make your estimates and invoices look like your business](https://crewtavo.com/docs/sales/estimate-templates/).
- **Price list**: your services and prices. See [Set up your price list](https://crewtavo.com/docs/sales/price-list/).
- **Email**: the address emails are sent from. See [Send email from Crewtavo](https://crewtavo.com/docs/connections/email/).

Source: https://crewtavo.com/docs/getting-started/company-settings/ (last updated 2026-11-04)