Your company profile is the foundation of everything you create in SemaQuote. The details you add here show up on every quote and invoice you send, so getting them right from the start helps you look professional and build trust with your clients.
Think of it this way: when a potential client opens your quote, your company profile is often the first thing they see. A complete, accurate profile signals that you're organized and serious about your business.
Where to Find Your Company Profile
Getting to your company profile settings takes just a few taps:
- Open SemaQuote on your phone or computer
- Tap Settings in the main menu
- Select Company Profile
You'll see all your business information in one place, ready to edit.
The Essential Details You'll Need
Before your quotes and invoices look their best, you'll want to fill in a few key fields. Here's what each one does and why it matters.
Your Company Name
This is the name that appears at the top of every document you send. Enter it exactly as you want clients to see it, whether that's your legal business name, a DBA (Doing Business As), or your trade name.
A few examples:
- "Smith Plumbing LLC"
- "Johnson Electric Services"
- "ABC Home Repairs"
Quick tip: Consistency matters. Use the same company name here that you use on your website, business cards, and social media. This builds recognition and helps clients find you easily.
Your Primary Email
This email does double duty in SemaQuote:
- Client communication: When you send a quote or invoice, this is the "from" address clients see and can reply to
- Notifications: You'll receive alerts here when clients approve quotes or make payments
If you have a business email that matches your domain (like yourname@yourbusiness.com), use that. It looks more professional than a personal email and helps clients recognize your messages in their inbox.
Your Primary Phone Number
Add the number where clients can reach you most easily. This might be your business line or your mobile number, whichever you prefer. It appears on all your quotes and invoices, making it simple for clients to call with questions.
Optional Details That Add Polish
While not required, these extra details help round out your professional image:
Business Address
Adding your address does more than fill space on your documents. It helps you:
- Build local trust: Many clients prefer working with contractors in their area
- Stay compliant: Some jurisdictions require a business address on invoices
- Look established: A complete contact section signals professionalism
Fill in these fields to add your address:
- Street Address: Your business location or mailing address
- City: Your city or town
- State/Province: Your state, province, or region
- Postal Code: Your ZIP or postal code
- Country: This defaults to your account country
Working from home? If you'd rather not share your home address, a P.O. Box or virtual business address works great. Many contractors use these options for privacy while still appearing professional.
Secondary Phone Number
Got a dedicated office line, fax number, or alternate contact? Add it here. This gives clients another way to reach you and can be helpful if your primary number is busy.
Website URL
Including your website adds credibility and gives curious clients an easy way to learn more about your services. If you've invested time in a great website, make sure clients can find it.
See Your Profile in Action
Your company profile shows up throughout SemaQuote. Here's where you'll find it:
On your quotes:
- Header section featuring your company name
- Footer with your contact information
- "From" section displaying your full business details
On your invoices:
- Same prominent placement as quotes
- Included in payment reminder emails
- Visible on client portal pages
Five Tips for a Profile That Impresses
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Keep it consistent: Match your SemaQuote profile to your other business materials so clients always recognize you
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Double-check your spelling: A typo in your company name doesn't just look unprofessional; it can confuse clients and cause payment issues
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Use a professional email: "contractor123@gmail.com" works, but "mike@mikesplumbing.com" looks better
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Update promptly: Moving to a new location? Changing phone numbers? Update your profile right away so clients can always reach you
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Preview before sending: After making changes, send yourself a test quote to see exactly how your profile looks
Saving Your Changes
Once you've entered your information:
- Review each field for accuracy
- Tap Save Changes at the bottom
- Look for the confirmation message
Your changes apply immediately to all new quotes and invoices. Documents you've already sent keep their original information, so you don't need to worry about anything changing unexpectedly.
Troubleshooting Common Issues
Your changes aren't showing up on documents?
- Clear your browser cache and refresh the page
- On mobile, pull down on the Settings screen to refresh
- If the problem continues, try signing out and back in
Unable to save your changes?
- Make sure all required fields are filled in
- Check that your email address is formatted correctly (name@domain.com)
- Verify you have a stable internet connection
Ready for the Next Step?
Now that your company profile is set up, you might want to add your logo and brand colors to make your documents even more distinctive. Or jump straight into creating your first quote to see your profile in action.
Your company profile is a small detail that makes a big impression. Taking a few minutes to set it up right means every quote and invoice you send reflects the quality of your work.