Getting Started

Setting up your company

Logo, branding, service area, and the basics before your first job.

1 min read Updated Jun 25, 2026

Overview

Logo, branding, service area, and the basics before your first job.

Upload a square logo, set primary brand color, and add your license number and insurance statement to estimate terms if required in your state.

Where to start

Sign in at your TreeOS URL, then work through company setup before your first customer or job. Most teams are scheduling work within their first day.

Tip

Complete company branding and tax settings before sending your first estimate — customers see those details on PDFs and portal pages.

Common first-week checklist

  1. Upload your logo and set brand colors in Settings → Company.
  2. Invite office staff and crew leads from Settings → Team.
  3. Add or import your customer list.
  4. Connect email and payments under Settings → Integrations.
  5. Create a test estimate and send it to yourself.

Next step

Continue with Configuring settings.