Tide
Settings

General

The General section in Settings is where you configure your core company profile: your logo, business contact information, timezone, and address. These settings control how your company appears across the admin dashboard, customer portal, invoices, and customer communications.

Access General settings

From the admin dashboard, click Settings in the bottom navigation. The General section opens by default when you first access Settings. You can also select General from the left sidebar under the Company group.

After making changes, click Save Changes below the Business Address fields. The button shows Saving... while processing and changes to Saved when complete.

Your logo represents your business across Chisel Tide. It appears in:

  • The admin dashboard header

  • Customer notifications and emails

  • Customer-facing invoices

If you haven't uploaded a logo yet, click Upload to add one. If you already have a logo, the button changes to Replace.

File requirements:

  • Accepted formats: JPEG, PNG, WebP, SVG

  • Maximum file size: 5MB

SVG logos are not supported in customer emails; upload a PNG or JPG for email branding.

Recommended: Use a square PNG or SVG at least 256×256 pixels. Square logos display best across different contexts like emails, invoices, and mobile devices.

Click Remove to delete your current logo. The system shows a placeholder until you upload a new one.

If your logo appears pixelated or off-center, try uploading a larger square image. SVG files scale perfectly at any size and are ideal for logos.

Company Information

Your company information appears on invoices, in customer communications, and on your customer portal. Keep this information up to date so customers can reach you.

  • Company Name — Your business name as it appears to customers. This displays on invoices, emails, and the customer portal.

  • Tagline — A short description or slogan for your company. The placeholder text shows "Your trusted pool service partner" if you haven't set a custom tagline.

  • Phone — Your primary business phone number. Customers use this to contact you for service questions or scheduling.

  • Email — Your primary business email address. This is used for customer communications and notification deliveries.

  • Timezone — Your operating timezone. This affects scheduling, route times, and time slot displays. Select the timezone where your business operates. Available options:

    • New York

    • Chicago

    • Denver

    • Phoenix

    • Los Angeles

    • Anchorage

    • Honolulu

  • Slug — Your organization's URL identifier. This field is read-only and was set when you created your account. The slug appears in URLs for your customer portal and other shareable links.

When a phone number is set, approval reminder emails to customers include a clickable phone link below the Powered by line. The link is omitted when no phone is configured, and it isn't added to SMS messages.

Business Address

Your business address appears on invoices as company information. Customer service locations use the customer's property address. Enter your main office or business location.

  • Street Address — Your street address, including suite or unit number if applicable.

  • City — The city where your business is located.

  • State — Your state or province.

  • ZIP Code — Your postal code.

What's next

After setting up your general company information, configure your branding colors and business hours to customize how your company appears to customers.

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