Company profile: identity, size, financials, location

What the Company Profile is

The Company Profile is the one form that tells Verinode who you are as a business: your name, your size, roughly what you bill, what currency you bill in, who mostly pays you, and where you operate. Nothing here is a decision or a recommendation. It is the identity and cohort data Verinode reads before it can do anything else, size your peer group for benchmarking, set your timezone for scheduling, and know which country's rules and currency apply to your numbers.

This is different from the personal Profile entry in Settings, which holds your name, email, and photo as a person. Company Profile is the business record shared by everyone on your membership.

Where to find it

Open Settings from the sidebar, then look under the Account group for the row labeled Company Profile. It shows your company name as the row's value and opens at /settings/company. The page title reads "Company Profile."

The page is a single form, split into four labeled groups, with one Save Changes button at the bottom. Nothing saves as you type. You fill in what you know, then save once.

The four groups, field by field

Identity

• Company Name. A required text field. This is the name shown across the platform, on your membership card, and anywhere your company is identified to peers or in reports. There is no default, if the field is blank the form will not let you save.

Size & Scale

• Employees. A plain number field for your headcount (placeholder example: "e.g. 25"). Leave it blank if you would rather not say.
• Years in Business. A plain number field for how long the company has operated (placeholder: "e.g. 10").
• Locations. A plain number field for how many physical locations you run (placeholder: "e.g. 3").

None of these three are required. Each is optional and stored as empty until you fill it in. They matter because Verinode uses size and scale, alongside financials and payer mix, to group you with comparable peers when it builds benchmarks. See how benchmarks work for how cohort matching uses this kind of profile data, and benchmarks overview for what you see once you are grouped.

Financials

• Annual Revenue. A dropdown of ranges: Under $500K, $500K to $1M, $1M to $5M, $5M to $10M, $10M to $25M, $25M+. Defaults to "Select…" until you choose one. Verinode asks for a range, not an exact figure, because the range is what cohort matching needs, and a range is easier to keep current than an exact number you would have to update every year.
• Currency. A dropdown of USD (US Dollar) or CAD (Canadian Dollar). Defaults to USD if nothing is set. This is the currency your dollar figures across the platform, margin, cash flow, benchmarks, are read in.
• Payer Mix. A dropdown describing who pays for most of your work: Mostly Insurance Carriers (Direct), Mostly TPA / Managed Repair, Mixed, or Mostly Private-Pay (Retail / Commercial). This sharpens your peer benchmarks, a shop that is mostly TPA work is a different comparison than one that is mostly private-pay retail, and Verinode groups you accordingly.

Location

• City. A free-text field (placeholder: "Houston").
• State. A free-text field (placeholder: "TX"). Saving this also mirrors your state into the platform's regional routing, so it feeds into which peer region you are compared against and, where relevant, a country/region badge on your account. There is no separate save step for that, it happens automatically whenever you save the Company Profile.
• Zip Code. A free-text field (placeholder: "77001").
• Country. A dropdown: United States or Canada. Defaults to "Select…" until you choose one. This also drives a regional badge on your account and tells Verinode which country's data conventions apply.
• Timezone. A dropdown of six US and Canada time zones: New York, Chicago, Denver, Los Angeles, Anchorage, Honolulu (shown without the "America/" or "Pacific/" prefix, and with underscores replaced by spaces, so "America/New_York" reads as "New York"). Defaults to New York if nothing is set. This governs when scheduled things, like digests and reminders, land on your clock.

Saving

Click Save Changes at the bottom of the form. While the save is in flight the button shows a loading state. On success you see "Company details saved." in the confirmation line above the button, and the page refreshes so any dependent surfaces (your membership card, regional badge, peer cohort) pick up the change immediately. On failure, the same line shows the specific error message instead, in red, so you know exactly what did not save rather than a generic failure.

Empty and loading states

• While loading. The page briefly shows "Loading…" before the form appears.
• If the profile cannot be read. You see "Could not load profile." instead of the form. This is rare, it means Verinode could not find or read your company record at all; reload the page or contact support if it persists.
• A brand-new company record. If no company profile row exists yet (a fresh membership, or one that was reset), the form still loads, just empty: no company name, no employees, no revenue range, currency defaulted to USD, timezone defaulted to New York, and Payer Mix on "Select…". The very first successful save creates the record. There is nothing broken about a blank form, it just means data has not been entered yet.

Why this data matters beyond the form

Nothing you type here is sold to carriers or shared with anyone outside your own account. It exists so Verinode, as an independent data trust, can place you correctly among restoration peers of comparable size, revenue, and payer mix, which is what makes a benchmark meaningful instead of a number pulled from the wrong comparison group. Your company name and logo (set separately, see the sibling Brand page) are what other operators and your own team see; your size, revenue range, and payer mix stay behind the benchmark, used only to group you fairly.

Best-practice example

A restoration company with 22 employees, in its ninth year, running two locations out of Houston, Texas, sets Annual Revenue to "$5M - $10M," Currency to USD, and Payer Mix to "Mostly TPA / Managed Repair" because most of its volume comes through managed-repair programs. It fills in City, State, Zip, Country, and leaves Timezone on the Chicago default corrected to match its actual hours. After a few months of job history with payer types recorded, Payer Mix flips to derived and the field locks, matching what its job mix actually shows rather than the original self-reported guess. Nothing else changes, the company still owns and edits its identity, size, and location; only the one field that Verinode can now read directly from job data goes hands-off.

Related help articles

• How benchmarks work
• Benchmarks overview
• Reading a benchmark
• Understanding your margin
• Clients and carriers
• Connecting your data

Data sources