How to edit company information

Company data, accessible from the Admin section, is used to populate proposal and invoice headers with your company details.

To add or edit your company information:

1. Click on the user icon (), which will display an additional menu.
2. Click on Admin section.
3. Click on the Company tab.

You will be able to add or modify the following data:

• Company name
• Company address
• Hours of operation
• Tax ID
• State license number
• Phone number
• Website

After editing your company details, make sure to click on Save changes to update the data.

Tip

If you already have an account with Knowify, click here to quickly access your company details.