---
title: "Company Info"
description: "Company-level fields that flow into every estimate — logo, address, TIN, license number, Customer Policies. Admin-only. Set once and every PDF inherits."
group: "account"
lane: "how-to"
status: "published"
publishedAt: 2026-05-15
sidebarOrder: 20
tags: ["account", "settings", "branding", "pdf"]
relatedSlugs:
  - "account/settings-overview"
  - "account/roles"
  - "estimates/export-pdf"
  - "estimates/estimate-notes"
sidebarLabel: "Company Info"
---

Company Info is the shared brand layer for every estimate your team produces. Anything that appears on the cover page of an exported PDF — logo, address, license, tax ID, your standard policies — is set here, once, and inherited by every estimate without re-typing.

## The full field list

In the order the tab presents them:

1. **Company Name**
2. **Company Logo** — used for letterhead on every exported PDF and in the app header
3. **Company Address** — *Address Line 1*, *Address Line 2* (optional), *City*, *State*, *ZIP Code*
4. **Company Phone**
5. **Company Email**
6. **TIN#** — Tax Identification Number (EIN, ITIN, or equivalent for your jurisdiction)
7. **Contractors License #** — your operating license number
8. **Customer Policies** — see below

## Customer Policies

**Customer Policies** is a free-text field for company-wide policies that should appear on every estimate's PDF. Use it for the language you'd otherwise re-type on every job:

- *"Net 30 invoice terms"*
- *"3% credit card surcharge"*
- *"50% deposit required to start work"*
- *"All change orders must be approved in writing"*

It's different from per-estimate **Estimate Notes** and per-line **Notes**:

| Field | Scope | Where it lives |
| --- | --- | --- |
| **Customer Policies** | Whole company — appears on every estimate | Settings → Company Info |
| **Estimate Notes** | One specific estimate | The Notes block above Documentation Photos in the right pane |
| **Notes** (line item) | One line on one estimate | Line-item kebab → Add Notes |

The flow: standard language goes in Customer Policies. Job-specific context goes in Estimate Notes. Line-specific clarifications go in line-item Notes. See [Edit estimate-level notes](/docs/estimates/estimate-notes) for the per-estimate layer.

## Who can edit

> **Only Admins can edit Company Info.** Members see the rest of the app normally but the Company Info tab is read-only or hidden for them. If you're a Member and you need a change, ask an Admin.

## Where each field shows up

After saving, Company Info flows into:

- The **header and footer** of every exported PDF (logo, name, address, phone, email)
- The **TIN# and Contractors License #** on the PDF cover where carriers expect them
- The **Customer Policies** block on the PDF cover, beneath your standard estimate notes
- The **team display name** when you invite teammates (so they know which company's Wave they're joining)

Changes apply to all *future* exports. PDFs you've already downloaded are static.

## When to update

- **Logo change or rebrand** — update once and it propagates
- **New office address** — same
- **Renewed or added license** — same
- **Adding standard policy language** — append to Customer Policies; every future estimate inherits

## Related

- [Settings overview](/docs/account/settings-overview) — the other Profile Settings tabs
- [Export to PDF](/docs/estimates/export-pdf) — where Company Info ends up
- [Edit estimate-level notes](/docs/estimates/estimate-notes) — the per-estimate layer above line-item notes
- [User roles](/docs/account/roles) — why this is Admin-only