Chisel Tide
Settings

Company Settings

The Company Settings page at Settings is where you configure your organization profile, branding, business information, and key integrations. Your settings here control how your company appears across the admin dashboard, customer portal, invoices, and customer communications.

Access Company Settings

From the admin dashboard, click Settings in the left navigation. The Company Settings page opens with a left-side section menu grouped into Company, Integrations, and Workspace areas.

Changes are saved by clicking Save Changes in the top right. The button shows Saving... while processing and Saved when complete.

General

The General section contains your core company profile information.

Your logo appears in the admin dashboard, customer notifications, emails, and invoices. Upload a square PNG or SVG file at least 256×256px.

  • Click Upload to add a logo.

  • Click Replace to change an existing logo.

  • Click Remove to delete your logo.

Company Information

Enter your basic business details:

  • Company Name — Your business name as it appears to customers.

  • Tagline — A short description or slogan for your company.

  • Phone — Primary business phone number.

  • Email — Primary business email address.

  • Timezone — Your operating timezone for accurate scheduling.

  • Slug — Your organization's URL identifier (read-only, set during account creation).

Business Address

Enter your business location:

  • Street Address

  • City

  • State

  • ZIP Code

Branding

Brand colors control the visual appearance of customer-facing emails, invoices, and the customer portal.

Brand Colors

Set your primary and secondary brand colors using the color pickers or by entering hex values directly:

  • Primary Color — Used for buttons, headers, and key UI elements.

  • Secondary Color — Used for accents and secondary elements.

A live preview shows how your branding appears in a sample customer email, including your logo or company initial, company name, and a sample notification message.

Business Hours

Set your operating hours for each day of the week. These hours appear on the customer portal and are used for scheduling.

For each day:

  1. Toggle the day to Open or Closed.

  2. If open, enter your opening and closing times using the time inputs.

Days display as Monday through Sunday with time ranges separated by "to" (for example, 8:00 AM to 5:00 PM).

Service Area

Describe the geographic areas your business serves. This description appears on your customer portal and marketing materials.

Enter a clear description of your service region, for example: "We proudly serve the Greater Phoenix Metro area including Scottsdale, Tempe, Mesa, Chandler, and Gilbert."

License & Insurance

Display your professional credentials to build customer trust.

  • License / Contractor Number — Your business license or contractor license number.

  • Insurance Information — Details about your business insurance coverage.

Social & Web

Add your online presence to connect with customers across platforms.

Website

Enter your company website URL.

Add links to your social media profiles. These can be included in customer emails and displayed on your portal:

  • Facebook

  • Instagram

  • Google Business

  • Yelp

  • Nextdoor

Review Systems

Connect your Google Business Profile to sync reviews and manage your online reputation.

Google Business Profile

The connection status shows as:

  • Not configured — No credentials saved.

  • Credentials saved — OAuth credentials stored but not yet connected.

  • Connected — Active connection to Google Business.

  • Expired — Connection requires reauthorization.

To set up the integration:

  1. Enter your OAuth Client ID and OAuth Client Secret from the Google Cloud Console.

  2. Click Save Credentials — credentials are encrypted at rest using AES-256-GCM.

  3. Click Authorize Google Access to connect your Google Business account.

  4. Select your business location from the available locations.

When connected, use Sync Now to refresh your review data, Disconnect to remove the connection, or Reconnect Google Business if the connection expires.

Yelp integration is marked as Coming Soon.

Payments

Connect Stripe to accept payments from customers through invoices and the customer portal.

Stripe Connect

Connect your Stripe account to accept payments directly from customers. The payment status shows as:

  • No Stripe account connected — Click Connect Stripe Account to begin.

  • Onboarding in progress — Stripe setup is in progress.

  • Pending verification — Stripe is verifying your account details.

  • Active — Account is fully connected.

When active, you'll see status indicators for:

  • Charges enabled — You can accept payments.

  • Payouts enabled — Stripe can transfer funds to your bank.

If your account is pending verification, a warning banner appears prompting you to complete your Stripe onboarding. Use Continue onboarding to resume setup, Open Stripe Dashboard to access your Stripe account directly, or Refresh status to update the connection state.

Your connected account shows your Account ID and Platform fee details.

Team

Manage admins and technicians on your account. Team members are assigned roles that control their access to features.

Team Member Roles

  • Owner — Full account access, including billing and organization management.

  • Admin — Full dashboard access to manage all features.

  • Technician — Field service, routes, and mobile app access.

Inactive members show an Inactive badge.

Add Team Members

  1. Click Add Member.

  2. Enter the member's Full Name and Email.

  3. Select a Role: Technician or Admin.

  4. For technicians, optionally add a Phone number.

  5. Click Add Member to send an invitation.

Manage Team Members

Each team member row shows options to:

  • View Profile — See member details.

  • Edit your profile — Update your own profile (when viewing yourself).

  • Edit member — Modify another member's details.

  • Remove member — Remove a team member from the organization.

Advanced

The Advanced section contains organization-level actions that permanently affect your account.

Delete Organization

The Danger Zone contains the option to delete your entire organization.

Deleting your organization is permanent and cannot be undone. You will lose all customers, routes, service history, invoices, and team data.

To delete an organization:

  1. Click Delete Organization.

  2. In the confirmation modal, type DELETE in the confirmation field.

  3. Click Delete Organization to confirm.

The button shows Deleting... while the deletion processes.

How Company Settings Affect Other Features

Your company settings control critical aspects of how Chisel Tide works across the platform:

  • Customer communications — Your logo, brand colors, company name, and tagline appear in customer-facing emails and notifications.

  • Customer portal — Business hours, service area, contact information, and social links display on your customer portal.

  • Invoices and proposals — Branding, contact details, and payment integration affect invoice appearance and payment collection.

  • Technician mobile app — Team member roles control mobile app access and feature availability for field technicians.

  • Review management — Google Business Profile integration enables review syncing and online reputation management.

  • Scheduling — Timezone and business hours settings affect route scheduling and time slot calculations.

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