Set up your business profile: name, logo, brand color, contact, address
Business Profile holds the company details that appear on every quote, invoice, and customer-facing document. Under Brand you set the default business name (the sender name on documents), brand color, and logo. The same container lets you add another brand with its own name, color, and logo without duplicating the default.
Under Contact you set the phone, the email address your quotes and invoices send from, and your website. Under Office Address you set the Main office address with autocomplete and can add another office in the same container. The live Letterhead preview shows the default brand first, then every additional brand below it, and those identities flow into the document template previews.
Under Automatic CC recipients, use Add recipient to add business-wide email addresses that should be copied on automated customer outreach and Job Approval confirmation emails. The fields are labeled Email recipient 1, Email recipient 2, and so on. Use Remove to delete one. Recipients must be valid and unique. You can add up to 25; Add recipient disappears when the list reaches that limit.
Edits, including automatic CC recipients, aren't applied until you use Save changes.
Office addresses
Your business address and phone number are also your Main office. If you run work out of more than one location, use Add 2nd office under Additional offices. Each additional office has its own name, address, and phone number, and adding the second one automatically enables office assignments elsewhere. Learn how office assignments work.
Additional brands
The primary fields in Brand are your default brand. Use Add brand in that same container to add another customer-facing brand with its own name, color, and logo. When there are multiple offices too, choose which offices use it by default. Learn how to create and connect brands.
Where to find it: Settings -> Business Profile
Related guides
Last updated
Was this helpful?