Setup: Company Information

Only Admins can open this page. Users without Admin access don’t see Account Settings in the settings menu.
Changes affect your whole company.

Go to Settings > Account Settings > Company Info.

Each field feeds either what your customers see or how Exterio behaves for your team.

Section	Field	What it does
Identity	Company Name	Your business name as your customers see it.
Identity	Domain / Slug	The short name used in your Exterio web addresses, for example app.exterio.com/your-company.
Contact	Business Email	The email address your customers see for reaching your company.
Contact	Business Phone	The phone number your customers see for reaching your company.
Contact	Website	Your company website.
Contact	License Number	Your contractor license number. It’s displayed on proposals.
Address	Business Address	Your business location. Exterio uses it to show nearby addresses first when you search for an address.
Timezone	Company Timezone	Your company’s primary time zone for scheduling and communications.

Edit the fields you need, then click Save Changes at the bottom of the page.

Go to Settings > Account Settings > Company Info.
Update the fields you want to change.
For Business Address, start typing the address and pick the correct one from the list of suggestions.
Click Save Changes.

A confirmation appears once your settings are saved. Save Changes stays grayed out until you change something.

Set the time zone before anyone schedules anything. Exterio shows times in the company time zone. If the time zone is wrong, appointment times are off for everyone.
Choose the address from the suggestions. Typing the address and clicking away doesn’t set your business location. Pick the matching suggestion from the list so Exterio knows where you are and shows nearby addresses first when your team searches.
Use a company phone number and email address, not one person’s. These show up on every proposal. If they belong to one rep, calls and emails go to that person, including after they leave. Use your main office line and a shared inbox.
Update your license number the day it changes. It’s printed on proposals, so an expired number goes out on every proposal until someone fixes it. If your state requires your license number on contracts, this field is where it comes from.

Company Information is where you enter your company’s name, contact details, license number, address and time zone. Exterio shows this information to your customers on proposals and in customer communications, so it needs to be right before your team sends anything out.