Help Center / Core Business

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.

  1. Open the sidebar and click Business settings.
  2. Edit any field on the General tab.
  3. Click Save changes to apply.

Overhead Rates & Billing Hours

Overhead and billing hours are business-wide numbers ServeHub uses to work out profit margins.

Overhead rate: A percentage covering indirect expenses such as insurance, vehicle maintenance, and office costs. It is used to work out the margin shown on estimates created before job costing was retired in August 2026, and in the profit trend on your dashboard. It does not change the total of a new estimate — new estimates are priced directly from your service items.

Billing hours per day: The number of productive hours your crew works in a day, used when converting time-based work into day counts and scheduling blocks.

Tip: Start with your actual overhead percentage from last year's books. Changing it never rewrites an estimate you have already sent.

Temperature Preferences

Choose whether to display weather forecasts in Celsius or Fahrenheit. This affects the temperature shown on your schedule and job board.

  1. Go to Business settings.
  2. Find the Temperature unit setting.
  3. 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.

  1. Go to Business settings and open the Payments tab.
  2. Click Connect with Stripe. You will be redirected to Stripe to authorize access.
  3. Complete the Stripe onboarding steps including bank account details and identity verification.
  4. 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.