Getting started

Company profile and working hours

Enter your legal business details once for payments, calling, and texting setup, and set the days and hours your company normally works.

Company profile

/settings/company/profile holds your legal business details. Trades Operator reuses them for payments, calling, and texting setup, so enter them once and keep them current. Only the company owner can change this page.

  1. Under "Type of work", click "Edit" (/settings/company/trade), choose your "Primary trade", and save. This must be done before the profile can be saved. The "Reused by" panel links to "Service categories" (/settings/company/service-categories), which uses your type of work.
  2. Fill in "Legal company name", "Business name customers see", "Legal structure", and "Organization type".
  3. Enter the "Business phone" (a 10-digit U.S. number) and "Business website" (just the domain is fine, like example.com).
  4. Describe "What your company does".
  5. Enter the "Name on card statements" (5 to 22 characters).
  6. Enter the "Federal tax number". Once saved it is hidden; leave it blank to keep the saved number.
  7. Complete "Business address", "Suite or unit" (optional), "City", "State", and "ZIP code".
  8. Click "Save company profile". You may be asked to complete a security check first.

When you see "Company profile saved", you can continue to "Set up online payments". Rows still missing are marked "Missing", and the page header counts "details saved". The page also has a service area section; saving it does not need a security check.

Working hours

/settings/company/working-hours sets the normal opening and closing time for each day. New scheduling forms start at the opening time for the chosen day. Owners and admins can change it.

  1. Check each day your company works.
  2. Set "Opens" and "Closes" for each checked day.
  3. Click "Save working hours".

These are company hours. Individual technician hours are set at /settings/team/working-hours.

If it is not working

Open this in Trades Operator

Last updated 2026-10-09. Questions? Email support@tradesoperator.com.