Thermal
ReferenceSettings & administration

Company profile

Open Settings → Profile in Thermal →

What it's for

Company profile is your company's identity and business defaults — name, contact info, address, hours, and the brand color and logo that show up on invoices and quotes. It's also where you see your own account and branch-view details, and where an owner can require two-step sign-in for owners and office staff. This is the default landing page for the Settings area — anyone without owner-only access (like Job Costing or Warranty) who's blocked from those screens lands here instead.

Reach it from Settings → This company → Company profile in the sidebar, at /settings/profile.

Tabs

This screen has no tabs. It's a stack of labeled sections: company logo, company profile, sign-in security, business address, business hours, scheduling defaults, and brand color — followed by a separate Account summary card.

Panels and controls

Upload a JPEG, PNG, or WebP file (2 MB max) to replace the Thermal wordmark on your quotes. SVG uploads are rejected outright. Remove logo, shown only when a logo is set, asks for confirmation first: "Remove your company logo? The Thermal wordmark will appear on quotes instead."

Company profile

Company name (required), Email, Phone, and Timezone — the timezone used for scheduling and the dispatch timeline.

Sign-in security

Require two-step sign-in for owners and office staff is a switch, and it starts off — a typical company does not require two-step sign-in until an owner turns it on. Once it's on, owners and office staff sign in with a second step after their password. Technicians and dispatchers are not affected.

Only an owner can change it, and only once two-step sign-in is on for the owner's own login. Until then the switch is disabled and the hint reads "Turn on two-step sign-in for your own login first." Set up two-step sign-in opens the owner's own login security to do exactly that. A save that tries to skip either rule is refused: "Only an owner can change sign-in security." / "Turn on two-step sign-in for your own login first."

Business address

Street address, Suite / unit, City, State / region, ZIP / postal, and a 2-letter Country code. Shows on invoices and quotes sent to customers.

Business hours

Opens and Closes, picked from a list of hours. Sets the working-day window shown on the dispatch board.

Scheduling defaults

Default job duration (15–480 minutes; blank uses the per-job-type system default) and When assigning a tech with no scheduled time — either "Use the agreement's scheduled date" (recommended) or "Book a window starting now." Both are org-wide fallbacks; a branch with its own override under Settings → Branches → Defaults uses that instead.

Brand color

A color picker paired with a hex text field, used on invoices, quotes, and customer emails. Leave it blank to use Thermal's default color.

Account

A read-only summary card: your Company ID and a Branch view toggle showing whether you're viewing your home branch or an override.

The save button reads Save profile until a field changes, then Save profile · N changed. It stays disabled until something on this form has changed. The logo uses its own upload button and is not part of that save.

What it accepts

FieldFormatRequiredRule
Company nameFree text, up to 120 charactersYes"Company name is required."
EmailEmail addressNo"That email doesn't look right." if it doesn't parse as one
TimezonePick from the listNo"Pick a timezone from the list."
Country2-letter codeNo"Country must be a 2-letter code (e.g. US)."
Default job durationWhole minutes, 15–480No"Default job duration must be a whole number of minutes between 15 and 480."
Business hours (Opens/Closes)Pick from the listNo"Pick business hours from the list."; "The closing hour must be after the opening hour."
Brand color6-digit hex, e.g. #FF4A1CNo"Brand color must be a 6-digit hex value (e.g. #FF4A1C)."
Require two-step sign-in for owners and office staffOn or off — off to startNo"Only an owner can change sign-in security."; "Turn on two-step sign-in for your own login first."
Logo fileJPEG, PNG, or WebP, 2 MB maxNo"SVG files are not allowed. Upload a JPEG, PNG, or WebP instead."; "Only JPEG, PNG, and WebP images are allowed."; "Image must be 2 MB or smaller."; "File content does not match a valid JPEG, PNG, or WebP image."

How to configure it

  • Brand color and the logo apply everywhere a document goes to a customer — invoices, quotes, and customer emails all pull from here.
  • Scheduling defaults are the fallback for any branch that hasn't set its own override on Settings → Branches → Defaults; a single-branch company only needs to set this once.
  • Timezone feeds the dispatch board and scheduling; get this right before relying on either.

Who can see it

  • Owners and office managers can open Settings → Company profile and change every field on it — except Sign-in security, which only an owner can change.
  • Dispatchers and technicians cannot reach Settings at all.

The full role matrix is on Roles & permissions.

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