How to set up your business profile
Add your logo, ABN, labour rate and quote defaults so every document looks right.
Ten minutes here saves you retyping on every job. Your business details, logo and defaults flow into every quote, invoice and customer text robot sends.
Open Settings
On your phone, tap your name at the top right, then Profile & account. On a computer, click Settings at the bottom of the side menu.
Settings opens as a list of sections. Tap a section to open it, and tap the ✕ to close Settings when you’re done.
Only the account owner can change business settings. Crew members see just their own name, phone, email and password.
Your details and business settings
- 1Tap Your details to set your name and contact number, and choose your trade.
- 2Tap Business settings. Check the currency first, then fill in your Company name, Hourly labour rate (ex GST), ABN and Business address.
- 3Add your Default terms & conditions — every new quote starts with these, and you can still tweak them per quote.
- 4Tap Save business settings.
Your ABN shows on the customer’s quote so they know who they’re paying. The business address is optional if you don’t have a shopfront.
Add your logo
Your logo appears on your quotes, invoices, shared plans and the app’s launch screen.
- 1Tap Logo, then Your logo.
- 2Tap Upload logo and pick an image. To swap it later, tap Replace logo.
Set your quote defaults
Tap Quote to set how every new quote starts:
- Quote numbering — choose where your numbers continue from, so they don’t clash with your old system. Tap Save numbering.
- Auto-quote rates — the unit prices robot uses when it builds a quote from a plan.
- How quotes look, your default payment schedule and alerts when a customer opens a quote.
Everything else in Settings
- Templates — the emails and texts your customers get.
- robot AI — your morning check-in.
- Customer labels — SMS updates and the labels you tag customers with.
- robot Pay, Online booking, Invoicing (bank details, payment terms, invoice numbering) and Tax time.
- Security — change your password.
- Integrations — Xero, ServiceM8, Simpro and webhooks.
- Subscription — your plan, billing and invoices.