Business
What is Business?
Section titled “What is Business?”Business is where you set up your business name, logo, contact details, ABN, address, phone number, and website. This information appears on quotes, documents, and emails sent to your customers.
Where to find it
Section titled “Where to find it”Go to Manage → Workspace → Business Information.
The page has two tabs:
- Business Information — Your logo, business name, ABN, contact details, and address.
- Business Hours — The hours your business operates, shown to customers on quotes.
Setting up your business details
Section titled “Setting up your business details”-
Go to Manage → Workspace → Business Information.
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Click the Business Information tab.
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Upload your company logo (PNG or JPG recommended).
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Enter your business name, ABN, address, phone number, and website.
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Click Save.
Once your business details are set up, your logo and name appear on quote PDFs. See Templates to customise the layout and appearance of your quotes and documents.
Setting up business hours
Section titled “Setting up business hours”-
Go to Manage → Workspace → Business Information.
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Click the Business Hours tab.
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Toggle on each day your business is open and enter your start and end times.
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Click Save.
What you’ll see
Section titled “What you’ll see”Your logo and business name appear at the top of quote PDFs and in the email header when quotes are sent to customers. Business hours may appear on the customer-facing quote page. Team members don’t need to configure this — business settings apply workspace-wide.
Things to check
Section titled “Things to check”Logo is not appearing on quotes
Make sure the logo file has been saved. Try uploading again if the previous upload did not complete. Supported formats are PNG and JPG.
Business name on quotes is outdated
Update the name in Manage → Workspace → Business Information and save. Changes apply to new quotes from that point forward.