Account, billing, and preference settings

Settings is where you control how your account looks, how it’s billed, and how it behaves by default. Some settings apply only to you personally; others — marked as organization-wide — affect every member of your account and require the Admin role to change.

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Company name and logo

Your company name and logo appear on every proposal and invoice you send to clients. Keeping them accurate matters for your professional presentation. To update them:

1. Go to Settings > Organization > General.
2. Edit the Company name field and click Save.
3. To update your logo, click Upload logo, select an image file (PNG or SVG, minimum 200×200 px), and click Save.

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Changing the account owner email

The account owner email is the primary address associated with your subscription and receives billing receipts, renewal reminders, and critical account notifications.

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Managing your subscription

Your subscription controls how many team members you can have, which features are available, and your billing cycle. To view or change your plan:

1. Go to Settings > Billing.
2. Your current plan (Starter, Professional, or Business) is displayed at the top of the page.
3. Click Upgrade or Change plan to see available options.

Upgrading takes effect immediately. You’ll be charged a prorated amount for the remainder of your current billing cycle, then the full new rate at the next renewal. Downgrading takes effect at the end of your current billing period. Your account stays on the higher plan until then.

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Canceling your subscription

To cancel:

1. Go to Settings > Billing.
2. Click Cancel subscription at the bottom of the page.
3. Select a cancellation reason (this helps the team improve the product) and confirm.

If you cancel and want to reactivate before your access expires, you can do so from the billing page at any time before the period ends.

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Billing history and invoices

Every payment Contractor Co-Pilot has charged to your account is listed in Settings > Billing > Billing history. Click any entry to download a PDF receipt. Receipts are also emailed automatically to the account owner address after each charge.

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Default cost profile and proposal template

Setting organization-wide defaults means your team starts every estimate and proposal from a consistent baseline rather than selecting settings each time.

• Default cost profile — Go to Settings > Organization > Documents and select the cost profile that should apply to new estimates by default. Individual divisions can override this with their own cost profile.
• Default proposal template — On the same page, choose the proposal template that pre-fills when your team creates a new proposal. Estimators can select a different template at creation time.

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Timezone and locale

Timezone and locale settings affect how dates, times, and currency are displayed throughout the app and on client-facing documents. To update them:

1. Go to Settings > Account > General.
2. Set your Timezone from the dropdown.
3. Set your Locale (this controls date format, number separators, and currency symbol).
4. Click Save.