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Getting Started

Setting Up Your Business Profile

Your business profile appears on all quotes, invoices, and customer communications. A complete profile builds trust and makes your business look professional.

Accessing Your Profile Settings

Navigate to Settings → Business Profile from your dashboard. Here you can update all your business information.

Essential Information to Add

Business Details

  • Business name - Your trading name as customers know you
  • ABN - Your Australian Business Number (required for tax invoices)
  • Business address - Your primary business location
  • Phone number - Main contact number for your business
  • Email - Business email for customer communications

Branding

  • Logo - Upload your business logo (PNG or JPG, max 2MB)
  • Brand colours - Optional custom colours for your documents

Trade Information

  • Trade type - Plumber, electrician, builder, etc.
  • Licence number - Your trade licence for display on quotes
  • Service areas - Suburbs or regions you service

Why This Matters

Customers are more likely to accept quotes from businesses with complete, professional profiles. Including your licence number and ABN shows you are a legitimate, registered tradesperson.

Tips for a Great Profile

  • Use a high-quality logo image with a transparent background
  • Keep your contact information up to date
  • Add all relevant licences and certifications
  • Specify your service areas to help customers know if you cover their location