Account and business settings in Homeezy
Update your name, email, phone, profile photo, business logo, and document defaults — all from the Settings page.
Where do I manage my account and business settings?
Everything lives on the Settings page. The left sidebar groups your options into tabs: Account (your personal details), My business (logo and business name), plus tabs for Team, Billing, Documents, Price book, Templates, Notifications, and Integrations. Make a change and click Save at the bottom of the form.
Account details
On the Account tab you can:
- Set your profile picture — click Edit to upload a photo or Delete to remove it.
- Update your first and last name and your phone number.
- Change your email — click Update email; Homeezy sends a confirmation to the new address.
- Set a default quote markup — the percentage applied to new quotes by default.
Business details
- 1Open the My business tab
From Settings, select My business in the sidebar.
- 2Upload your business logo
Click Edit beside the logo to add your company mark — it shows up on the documents you share.
- 3Set your business name
Enter the name you want clients to see on quotes, contracts, and invoices.
- 4Save
Click Save to apply your changes.
Set your invoice numbering, payment terms, tax numbers, and footer text on the Documents tab so every PDF you send is consistent and professional.
On the Account tab, click Update email and enter the new address. Homeezy emails a confirmation; the change takes effect once you confirm from that address.
It's the markup percentage Homeezy applies to new quotes automatically, so you don't have to set it every time. You can still adjust it on any individual quote.
Your public-facing profile and portfolio are managed separately from Settings — look for My business / profile in your dashboard navigation.
New settings apply to documents going forward. Already-sent documents keep the details they had when you sent them.
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