Setting Up Your Account

Before you send your first quote, let's get your business details in place. This takes about 5 minutes.

Step 1: Open Settings

Click your profile icon in the top right, then select Settings.

Step 2: Add Your Business Details

Fill in your business information:

• Business name — How it appears on quotes and invoices
• ABN — Your Australian Business Number
• Address — Your business address
• Phone — Contact number for customers
• Email — Where customer replies go

Click Save when you're done.

Step 3: Upload Your Logo

Your logo appears on quotes and invoices.

1. Click Upload Logo
2. Select an image (PNG or JPG, at least 200x200px)
3. Click Save

Step 4: Set Up Your Quote Template

Go to Settings → Quote Template to customise:

• Payment terms — e.g., "Payment due within 14 days"
• Footer text — Terms and conditions, thank you message
• Numbering — Quote number format (e.g., Q-001)

Done!

Your account is ready. Next, let's add your first customer.