Business Settings
Company Profile
Your company profile appears on estimates, proposals, contracts, and your public website. Keep it up to date so customers always see the right information.
Company name: The legal or trade name shown on all outgoing documents.
Address: Your primary business address. This is used as the default origin for travel calculations.
Phone number: Displayed on estimates, proposals, and your public website so customers can reach you.
Logo: Upload a PNG or JPG. Your logo appears on estimates, proposals, contracts, and invoices.
- Open the sidebar and click Business settings.
- Edit any field on the General tab.
- Click Save changes to apply.
Overhead Rates & Billing Hours
Overhead rates and billing hours control how ServeHub calculates job costs and profit margins on your estimates.
Overhead rate: A percentage added to labour and material costs to cover indirect expenses such as insurance, vehicle maintenance, and office costs. This is factored into estimate totals automatically.
Billing hours per day: The number of productive hours your crew works in a day. ServeHub uses this to convert time-based estimates into day counts and scheduling blocks.
Tip: Start with your actual overhead percentage from last year's books. You can adjust it anytime and it will only affect new estimates, not existing ones.
Temperature Preferences
Choose whether to display weather forecasts in Celsius or Fahrenheit. This affects the temperature shown on your schedule and job board.
- Go to Business settings.
- Find the Temperature unit setting.
- Select Celsius or Fahrenheit and save.
Stripe Connect Setup
Connect your Stripe account to accept online payments from customers directly through invoices and the estimate acceptance flow.
- Go to Business settings and open the Payments tab.
- Click Connect with Stripe. You will be redirected to Stripe to authorize access.
- Complete the Stripe onboarding steps including bank account details and identity verification.
- Once connected, you will be redirected back to ServeHub. Your payment status will show as Active.
Tip: Stripe payouts typically arrive in your bank account within 2 business days. You can check payout status directly from your Stripe dashboard.