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General Settings

Configure your company information, logo, timezone, and basic preferences

General Settings

The General Settings section allows you to configure your company's basic information and appearance throughout DrillerDB. These settings affect how your company is displayed to customers and team members.

Quick Start: Configure General Settings

  1. Go to Settings > General
  2. Enter company name, address, phone, email
  3. Upload your company logo
  4. Select timezone and date format
  5. Click Save
The console Settings page on the Company Info tab. A left-hand settings menu lists sections including Company Info, Users, Branding, Billing, Invoicing & Tax, Integrations, Security, Notifications, and more. The Company Settings panel on the right holds the Company Information form with fields for Company Name, Contact Email, Address, Default Province, License #, EIN, Phone, Country, Currency, Unit System, Timezone, and a Company Logo uploader.

Company Information

Basic Details

Set up your core company information:

FieldPurposeAppears On
Company NameBusiness nameProposals, invoices, emails
AddressPhysical locationProposals, invoices
Phone NumberMain contact numberProposals, customer portal
Email AddressPrimary emailNotifications, communications
WebsiteCompany URLProposals

This information is automatically included in proposals, invoices, and customer-facing documents.

Keep your company information up to date. Changes here automatically update all future proposals and invoices.

Upload your company logo to personalize your DrillerDB experience:

RequirementSpecification
File formatsPNG, JPG, SVG
Recommended size300x100 pixels
Maximum file size2 MB
BackgroundTransparent preferred
  1. Click Upload Logo
  2. Select image file from computer
  3. Preview appears automatically
  4. Click Save to apply

Your logo appears in the navigation sidebar, on printed proposals, invoices, and in customer portal emails.

Regional Settings

Timezone

Select your local timezone for accurate scheduling and timestamps:

  • Choose from standard US timezones
  • Affects schedule displays and notification times
  • Automatically adjusts for daylight saving time
  • Timestamps in reports reflect your selected timezone

Date Format

Choose how dates are displayed throughout the application:

  • MM/DD/YYYY - Standard US format (12/31/2025)
  • DD/MM/YYYY - International format (31/12/2025)
  • YYYY-MM-DD - ISO format (2025-12-31)

This preference applies to all date displays in projects, invoices, and reports.

Display Preferences

Currency Symbol

Set the currency symbol for financial displays:

  • Default: USD ($)
  • Appears on invoices, proposals, and reports
  • Supports international currency symbols

Language

The interface language is English only.

Subscription Information

View your current subscription details:

  • Plan Type - Your active subscription tier
  • Billing Cycle - Monthly or annual billing
  • Next Billing Date - When your next payment is due
  • Users - Number of active user licenses
The Billing section of console Settings, showing Billing & Subscription. A Current Plan card reads Enterprise with an exempt badge and 8 user seats included. A Subscription Management panel has a Monthly/Yearly toggle and three plan cards - Well Depth Map at $9.99/mo, DrillerDB Professional at $349/mo, and DrillerDB Starter at $129/mo - above a Payment Method area with a Stripe card-number field and a Subscribe & Continue button.

To upgrade or modify your subscription, contact support or use the billing portal link.

Saving Changes

Changes to General Settings take effect immediately after clicking Save. Some changes may require a page refresh to fully display.

Logo and company name changes may take a few minutes to appear in all locations due to caching. Refresh your browser if changes don't appear immediately.

Troubleshooting

Logo not displaying?

  • Check file size (must be under 2 MB)
  • Verify file format (PNG, JPG, SVG only)
  • Try clearing browser cache

Timezone incorrect?

  • Verify correct timezone selected
  • Check device system time
  • Refresh page after changing

Changes not saving?

  • Check internet connection
  • Verify you have Admin permissions
  • Try refreshing and re-entering