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Your Own Account Settings
The personal half of Settings — your name, your email, your phone, your password, your seat and your role. Short, because there is genuinely not much here.
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Your Own Account Settings
Everything about you lives in Settings → Account Settings, on one screen, next to the company settings. This article covers your half of it. The company half — name, logo, phone, address, business type — is in setting up your company profile.
There is less here than you might expect, and that's on purpose: Estimatics doesn't ask you to configure things it can work out on its own.
Primary Contact — the three fields that are yours
Open Settings → Account Settings and use the edit action. Your own fields are:
| Field | Notes |
|---|---|
| Name | One field, not a first/last pair. It's how you appear to your team on jobs, notes and assignments |
| Shown, but not editable. It's your login identity | |
| Mobile number | Optional |
That's the list. There is no job title, no profile photo, and no personal bio — none of them exist, and none of them appear anywhere in the product.
Your name does not go on the report cover. Report branding is exactly three things and all three are the company's: the logo, the company name, and the company phone. If the wrong name is printing on a report, the field to fix is the company name, not yours.
Account Status — what you actually are
The same screen tells you three things worth knowing:
- Account Type — your real role in this account: Super Admin, Admin, Coordinator, Estimator or Field Inspector. It's read from your actual role, not a label
- My Seat — which seat you hold, and therefore which feature tier you get. A Field Inspector seat is FIELD-tier even on a CERTIFY account
- Ownership — whether you're the account owner. The owner is the only person who can move money: plan, billing cycle, seat limit, pause, cancel
Ownership can be transferred from this screen, and the account can be closed from it. Closing is not cancelling — see managing billing.
Changing your password
Settings → Security → Change Password. That page holds exactly one card, because password is the only security setting there is.
You'll need your current password, and the new one has to satisfy all of this:
- At least 8 characters (and at most 100)
- At least one lowercase letter
- At least one uppercase letter
- At least one digit
- At least one of
! @ # $ % ^ & * - No spaces anywhere
- Different from your current password
If the form rejects a password that looks long enough, it's almost always the symbol or the uppercase.
Forgot it instead? Use Forgot password on the sign-in screen — that path emails you a reset link and doesn't need the old password.
What isn't here
Worth saying plainly, so you don't go looking:
- No notification preferences. There is no screen to choose which events email you or badge you
- No timezone setting. Timestamps render in your device's timezone
- No profile photo upload
- No account switcher. One email, one account. If you work with two companies, that's two logins
- English only. No language setting
If any of these matter to your workflow, tell us — support@aiestimatics.com. That's genuinely how the list gets shorter.
Signing out
Web: avatar → Sign Out. iOS: avatar on the Home screen → Sign Out.
Signing out on one device doesn't touch your session on another.
Frequently asked questions
Can I change my email address? Not yourself — it's your login identity, so the field is read-only. Email support@aiestimatics.com from the current address with the new one.
My name is wrong on a report. The report cover carries the company name, not yours. Fix it in the company profile — and note that reports already generated keep the name they were composed with.
Can I use the same email at two companies? No. One email maps to one account.
Who can see my phone number? Your teammates in the same account.
Setting up your company profile
The company half of the same screen — and the three fields that reach the report cover.
User roles explained
The five roles, what each one can reach, and which seat it costs.
Managing billing and payments
Why the owner is the only one with the buttons.
Install the iOS app
Get the mobile app set up for field capture.
Last updated: September 2026 · Questions? Email support@aiestimatics.com
Last updated: September 2026 · Feedback on this article