Business, settings & billing

Settings & your company profile

Your yard, hours, rates, branding and notification preferences.

Settings & your company profile

Settings → Business is your company profile: yard address (powers the map & travel times), working hours, default rates, invoice due-days, and crew-location on/off.

Also in Settings:

  • Quotes & branding (on the Clients tab): your logo (PNG/JPG, shown on quotes, invoices and emails), quote validity, accent colour (quotes, invoices and the buttons on your public forms), T&Cs, bank details, the VAT registered switch, and your own covering-email wording for quotes and invoices (with placeholders like {name} and {total}).
  • Your own text number: get a dedicated SMS number for the business; missed calls to it can auto-text the caller back so enquiries don't go cold.
  • Module switches: winter gritting, tree work, tipping, requests & booking.

Get this right early. It feeds quotes, invoices, scheduling and the map.

Email signatures. Settings → Business details → Email signature (organisation) signs off every email the business sends — quotes, invoices, reminders, reports, portal invites. Each office user can add their own under My details (or an admin can set it on their staff page); it goes on the emails they send. By default the person's signature sits above the organisation's; switch to "person's only" if you'd rather. Automated emails always carry the organisation signature. Your logo is already at the top of every email, so the signature is the words — name, role, phone, web.