Organization settings

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

Hover over a question mark beside a settings title to read its explanation. You can also use Tab to focus the question mark.

Open your organization settings

From the sidebar, click Organization.
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.

Create your own organization

If you joined someone else's organization and want your own, open Switch organization and choose Create your own organization. Complete the signup page with your business name, payment information, and user count. Your existing account details are prefilled, and you keep your password. Your new organization is created after payment verification succeeds; your membership in the original organization stays available.

Set your company information

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

Give clients and vendors a company login link

Under Client & vendor login, turn on Enable company login portal.
Choose a Portal address, such as acme-builders. The address uses lowercase letters, numbers and hyphens.
Click Save changes.
Use Open portal to check the page or Copy portal link to share its address.

The page displays your company name and uploaded logo. Clients and vendors sign in with the email they were invited with and see only their existing shared work. People who have not accepted an invitation need to do that first; the login link does not grant access. Create or reset password helps existing members set a password.

Changing the address stops the old link from working. Turning off the portal removes the public company login page; existing invitations and record links still work.

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.

Set scheduling defaults

In Scheduling, select Company defaults in Schedule, then choose Auto-publish new schedules, Working days, and Excluded dates. These defaults apply to new project schedules; existing projects keep their saved settings. Set Assignment notice lead time to the number of calendar days before work starts when initial assignment emails should become due (default 30; 0 means the start date). Click Save changes in the bottom bar.

To change an existing project, select it in the same Schedule field. Adjust Auto-publish on Save, Working days, or Excluded dates, then click Save changes. Calendar changes first show an inline preview of the affected task dates; review it and click Save changes again to apply. Back to settings keeps your edits, and Discard abandons them. Applying calendar changes turns auto-publish off so you can review the resulting draft before publishing. Company defaults require company-settings edit access; existing projects require schedule read and edit access. Only accessible projects are offered. Changing company defaults does not convert existing dates.

Don’t see this?

Changing company scheduling defaults requires permission to edit the company profile.