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
- Go to Settings > General
- Enter company name, address, phone, email
- Upload your company logo
- Select timezone and date format
- Click Save
General Settings
Company Information
Basic Details
Set up your core company information:
| Field | Purpose | Appears On |
|---|---|---|
| Company Name | Business name | Proposals, invoices, emails |
| Address | Physical location | Proposals, invoices |
| Phone Number | Main contact number | Proposals, customer portal |
| Email Address | Primary email | Notifications, communications |
| Website | Company URL | Proposals |
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.
Company Logo
Upload your company logo to personalize your DrillerDB experience:
| Requirement | Specification |
|---|---|
| File formats | PNG, JPG, SVG |
| Recommended size | 300x100 pixels |
| Maximum file size | 2 MB |
| Background | Transparent preferred |
Step-by-Step: Upload Logo
- Click Upload Logo
- Select image file from computer
- Preview appears automatically
- 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
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
Related Topics
- Billing Settings - Invoice configuration
- Project Settings - Project defaults
- Users & Access - Team management
- Integrations - Third-party connections