Company Profile

Last Updated January 4th, 2018 by Becca Ellig

Your Company Profile allows you to input all of your business information to be displayed on financials as well as in the Service Agent portal if you have access.

Here's how you edit the Company Profile:

  1. Navigate to Settings.
  2. Select Company Profile from General Settings.
  3. Make your changes to the fields as outlined below.


The Name you enter here on your Company Profile will be displayed in the following areas if you have access to them:

  • Service Agent
  • Quotes/Invoices

Profile Visibility

If your package of Officetrax allows you to be seen in Service Agent, you will have the option to hide or display your profile from showing. Service Agent allows businesses to electronically request your services through Officetrax.

About, Image, Costs, Insurances, Licenses, Address, Phone & Email

The information you enter in the About section, as well as your Profile Image, will appear in Service Agent if you have access to it and are displaying your profile. The profile image will also display on Quotes/Invoices.

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