How do I Update my Company Name?
Update your company name in SetSale so it displays correctly on quotes sent to homeowners
PWritten by Parker McNallyUpdated September 29, 2026
How to Change Your Company Name in SetSale
Your company name is printed on the quotes you send to homeowners, so make sure it matches the name you do business under. This article shows you how to add or update it in under a minute.
Steps to Update Your Company Name
- Log in to SetSale. Go to app.setsale.ai and sign in.
- Open Settings. Click Settings in the left menu.
- Go to the Company tab. Select Company to open your company information.
- Find the Company Name field. It's grouped with your Company Email, Phone, and Website.
- Enter your new name. Click into the Company Name field, clear the old name, and type the new one.
- Click Save. The Save button is in the bottom-right corner of the page.
💡 Tip: Use the name your customers know you by. If you operate under a DBA, enter that instead of your legal entity name.
Good to Know
- This is your company's public name. It's shown on quotes delivered to your customers.
- It's separate from your personal name. To change the name on your user profile, see How to Add or Change Your Name in SetSale.
- Quotes you've already sent may still show the old name. New quotes will use the updated one.
💬 Need Help?
- Chat with us: Click the chat icon in the lower-right corner.
- Email us: support@setsale.ai
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