Company Settings

What it is

Company Settings is where you record who your business is: your logo, your name, your industry, your website, your time zone, your phone numbers and email addresses, your street address, and the hours you are open.

You fill this in once. Joby then reuses the same details on estimate and invoice pages your customers open, in emails Joby sends for you, on documents you print or download, in the answers the AI assistant gives customers, on the public web page Joby builds for your business, and in the office agent schedule.

The page is made of four cards, in this order:

When to use it

• You just signed up and are working through the setup checklist.
• You never uploaded a logo, or your logo changed.
• You moved, changed your main phone number, or changed the email you want billing sent to.
• Your opening hours changed, for the season or for good.
• The wrong business name or address is showing on an estimate, an invoice, or an email.
• The AI assistant quoted the wrong hours, address, or phone number to a customer.

Before you start

• You need the Admin role. Company Settings is admin-only. If you open the page without it, Joby sends you back to the Dashboard.
• Have your logo file ready. It must be under 2 MB. PNG, JPG, or SVG give the cleanest result; other image types are converted to PNG for you when you upload them.
• Have your details written down: everyday business name, registered legal name, main phone, support phone, support email, billing email, reply-to email, full street address, and the hours you are open each day.

Step-by-step

Open the page

• On a computer: click your name at the bottom of the left menu → Settings → under Business, click Company Settings. You can also type “Company” into the Search settings… box at the top of the Settings page.
• On a phone: More → Company Info.
• If you still have the setup banner on the Settings page, Continue setup → Business Identity → Company details also opens this page.

1. Upload your logo

1. In the Company Information card, click Upload Logo.
2. Pick your image file. It must be under 2 MB.
3. The logo saves by itself — you do not need to press Save Changes for it. You will see “Logo uploaded successfully”.
4. To swap it later, click Change Logo. To remove it, hover over the logo and click the small X in its top-right corner.

The logo appears on estimate and invoice pages customers open, on emails, on documents, and at checkout.

2. Fill in Company Information

• Company Name — your everyday trading name. This is the name customers see.
• Legal Name — your registered entity name, for paperwork where it differs.
• Business Category — click the box and pick your industry from the list (HVAC, Plumbing, Electrical, Roofing, Garage Door, Locksmith, Cleaning Services, and many more). You can search the full list, or choose Other and type your own.
• Website URL — your public website, for example https://example.com.
• Timezone — pick one of: Eastern (ET), Central (CT), Mountain (MT), Arizona (no DST), Pacific (PT), Alaska (AKT), or Hawaii (HST).

If an email connection is already active, a read-only Company Email row also appears here, tagged System Generated. That address is created for you and cannot be edited on this page — manage email senders in Settings›Email Accounts.

3. Fill in Contact Information

• Main Phone — your primary business number, shown on customer paperwork.
• Support Phone — a second number for help or service calls, if you use one.
• Support Email — where customers should write for help.
• Billing Email — where invoice and payment questions should go.
• Reply-To Email — the address that replies to your outgoing mail land in.

4. Fill in Business Address

1. Start typing your street address in the first box and pick your address from the suggestions. City, State, ZIP Code, and Country fill in for you.
2. Use Address Line 2 for a suite or unit number.
3. Check the four boxes underneath and correct anything that came through wrong. State takes the two-letter abbreviation only, for example NY.

5. Set your Business Hours

1. Each day has its own row. The switch next to the day reads Open or Closed — turn it off for days you are shut.
2. For open days, pick an opening time and a closing time from the two dropdowns. Times come in 30-minute steps.

Out of the box, Monday to Friday are 9:00 AM to 5:00 PM, Saturday is 9:00 AM to 1:00 PM, and Sunday is closed.

6. Save

Click Save Changes at the top right of the page (on a phone, tap Save in the header). You will see “Company settings saved”.

How to check it worked

Common mistakes

Editing fields and leaving without pressing Save Changes

Only the logo saves on its own. Everything else — names, phones, emails, address, hours — needs Save Changes. If you navigate away first, your edits are gone.

Typing the street address by hand and leaving City, State, and ZIP blank

Documents build the address from the separate City, State, and ZIP Code boxes. If you skip them, estimates and invoices print an incomplete address. Pick your address from the suggestions so they fill in for you, then check them.

Expecting Business Hours to control call routing

It doesn’t. Call routing has its own schedule: in Visual Call Flows, the Time Split step has its own time ranges and its own day buttons. It does read the Timezone set on this page, so those ranges run in your local time. The Slow Down a Big Send step in Automations also has its own start and end times. Update those separately when your hours change.

Trying to edit the Company Email row

That row is generated for you and marked System Generated. It is read-only here. Add or change the addresses you send from in Settings›Email Accounts.

Uploading a logo that is too big

Anything over 2 MB is rejected. If your file is a format Joby has to convert and the converted version is still over 2 MB, that is rejected too — start from a smaller image.

Putting the full state name in the State box

That box accepts two letters only. Use NY, not New York.