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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 > Company Info
  2. Enter company name, contact email, address, and phone
  3. Set Default State so compliance forms and reports have a state to fall back on
  4. Upload your company logo
  5. Select timezone and date format
  6. 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
Contact EmailPrimary emailNotifications, communications
AddressPhysical locationProposals, invoices
Default StateThe state you work in by defaultCompliance forms, see below
License #Your drilling license numberCompliance forms
EINEmployer identification numberInvoices
PhoneMain contact numberProposals, customer portal

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.

Default State

Default State is the state your company works in. Pick it from the list in the Company Information card. Each option shows the two-letter code and the full name, such as VA - Virginia.

This field does more than fill in paperwork. A project's compliance forms are matched against the project's state, and when a project has no state of its own, DrillerDB falls back to your Default State. Without it, such a project shows no compliance forms at all.

If your project Compliance tabs are coming up empty, this is usually why. See No Compliance Forms Are Showing.

The fallback changes only what a project displays. It does not write a state onto the project record, so a project in a different state keeps showing your default until you set the state on the project itself. If you work in more than one state, set the state per project.

Your change takes effect the next time a page loads. You do not need to sign out and back in.

When Country is set to Canada, this field is labeled Default Province and lists provinces. It behaves the same way.

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.

Show the Needs a Date chip on Projects

The Display & Features card has a switch called Show the Needs a Date chip on Projects. Turn it on to add a Needs a Date pill to the Projects list. The pill filters to accepted jobs that are not on the calendar yet, and it shows the same jobs as the Needs a date queue on the Scheduling page. The switch is off until you turn it on, so the Projects list shows six status pills by default. If you open a link that already has the Needs a Date filter applied, the pill appears anyway so you can see what is filtering the list and clear it.

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

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