Update Your Company Name
Click your profile menu.
Select Settings.
Click Company Information.
Update the Organization field. This is the company name used throughout Property Matrix.
Update Your Company Logo
From Settings, click Company Marketing.
In the company logo section, click Upload files.
Select the new logo file.
Click Update to save your changes.
Update Templates and Custom Entries Manually
Some areas may use manually entered company names or manually inserted logos instead of dynamic fields. These may need to be updated separately.
Review the following areas after updating your main company settings:
Document Templates under Settings > Templates Emails/Texts/Forms
Templates under Settings > Templates
Vendor Records, especially if you created a vendor using the property management company’s name for maintenance work performed by your company
Property Marketing Descriptions, especially if company or contact information was typed into a property or unit description
Use Dynamic Tags When Possible
Property Matrix supports dynamic tags for company name and logo fields. When dynamic tags are used, they update automatically when you change the company name in Company Information or the company logo in Company Marketing.
Using dynamic tags helps reduce future manual updates and keeps your branding consistent across templates.
Check Logo Scaling
Logos are automatically scaled in most areas, but some templates, such as statements or emails, may need additional review.
If your logo appears too small or does not display correctly:
Review the template layout.
Upload a logo version optimized for smaller spaces.
Replace manually inserted logos with the dynamic logo tag when possible.
Final Review
After saving your updates, verify that your company name and logo appear correctly across:
Reports and documents
Emails and text messages
Marketing materials
Vendor records
Custom templates