ForemanFOREMAN

Organization settings

Set your company information, currency, and payment defaults — the details that appear across every project and record.

Your organization settings are your company-wide details — reused everywhere, including on the records you send to clients and vendors.

Open your organization settings

  1. From the sidebar, click Organization.
  2. You'll land on the Settings tab.

Note

Other tabs along the top — Members, Roles, Integrations, and Billing — are covered in their own articles.

Don’t see this?

If you don't see Organization in the sidebar, your role may not have access to company settings. Ask your organization owner to grant it.

Set your company information

  1. Enter your Company Name and License Number.
  2. Add your contact Phone, Email, and Website.
  3. Enter your Business Address (start typing to autocomplete).
  4. Click Save changes in the bar at the bottom.

Choose your currency

Under Currency, pick $ USD, € EUR, or £ GBP. This is used on budgets, proposals, and invoices.

Note

If you've connected Stripe, currency is locked to your Stripe account's country.

Set payment defaults

In Payment Defaults, add a Payment Link (PayPal, Venmo, Zelle, or any link) and Payment Instructions. These pre-fill on every new invoice so you don't retype them.

Set your default margin

In Budget defaults, set the margin every new budget starts at. Enter it as Margin % (a share of the price) or Markup % (the same money added onto your cost) — they are two views of one number, so editing either updates the other.

Note

This only sets where a new budget begins. Budgets that already exist keep the margin they were created with, so changing it here never reprices work you have already quoted or signed. A cost type's own Default margin % is a reference figure and is not applied to budget lines.

Set sales-tax defaults

In Budget defaults, use Sales tax for new budgets to choose No sales tax or Fixed sales-tax rate. A fixed rate can have up to four decimal places. Tax label on customer records controls the starting label on new client agreements and invoices.

Note

New budgets inherit the rate. Existing budgets keep their saved rate, and existing records keep their tax choices. You can adjust tax for a draft record in its own side panel.

Don’t see this?

Changing budget defaults requires permission to manage roles and members.

Record numbering

Foreman numbers what you create automatically — budgets as BUD-0001, client agreements as CA-0001, invoices as CF-0001, and so on — incrementing within each type. There's nothing to set up.

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