Company Settings¶
The Company Settings page allows you to configure your business information and branding within Service Professional.
Overview¶
Access Company Settings from the main Settings menu to manage:
Business identification and contact information
Company logo and branding
Location and operational details
Key Features¶
Company Information¶
- Business Details
Company name
Business registration number
Tax identification number
Primary contact information
- Contact Information
Phone numbers (primary, secondary, fax)
Email addresses
Website URL
Social media links
Company Logo¶
- Logo Management
Upload company logo for use throughout the system
Appears on invoices, reports, and customer communications
Supports common image formats (PNG, JPG, SVG, WebP)
Maximum file size: 5MB
- Image Cropping Tool
Built-in image cropper for perfect logo formatting
Zoom controls for precise adjustments
Visual guides for alignment
Aspect ratio constraints for consistent display
Unsaved Changes Protection¶
The system protects against accidental data loss:
Visual Indicator: Modified fields are highlighted
Navigation Guard: Warning when leaving with unsaved changes
Confirmation Dialog: Prompts to save or discard changes
Auto-save Reminder: Periodic reminders for long editing sessions
How to Use¶
Editing Company Information¶
Navigate to Settings → Company Settings
Click on any field to edit
Make your changes
Click the Save button to apply changes
Uploading a Company Logo¶
Click the Upload Logo button
Select an image file from your computer
Use the cropping tool to adjust:
Drag to reposition the image
Use zoom slider for sizing
Click and drag corners to adjust crop area
Click Apply to set the logo
Save your changes
Managing Unsaved Changes¶
When you have unsaved changes:
The Save button becomes highlighted
A warning appears if you try to navigate away
Choose from the dialog:
Save Changes: Save and continue
Discard: Leave without saving
Cancel: Stay on the page
Best Practices¶
Logo Guidelines¶
Use a high-resolution image (minimum 500x500 pixels)
Choose a logo with transparent background for best results
Consider how the logo appears at different sizes
Test logo visibility on both light and dark backgrounds
Information Accuracy¶
Keep contact information current
Verify tax numbers and registration details
Update operational hours seasonally if needed
Include all relevant communication channels
Data Validation¶
The system validates:
Email format for email fields
Phone number format for contact fields
URL format for website links
Required fields before saving
Tips and Tricks¶
Quick Edit: Double-click fields for faster editing
Bulk Updates: Edit multiple fields before saving to reduce save operations
Logo Preview: Check logo appearance in different contexts before finalizing
Backup Information: Export company settings periodically for backup
Troubleshooting¶
Common Issues¶
- Logo Not Displaying
Verify file size is under 5MB
Check image format is supported
Ensure proper internet connection for upload
Clear browser cache if logo appears outdated
- Changes Not Saving
Check for validation errors in red
Ensure all required fields are filled
Verify internet connection
Refresh page and retry if persistent
- Image Cropper Issues
Use a modern browser (Chrome, Firefox, Safari)
Disable browser extensions that may interfere
Try uploading a different image format
Reduce image size before uploading if very large