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Setting up your company
Web app2 min readUpdated
Settings is one long page grouped into business, scheduling, communication, website and money — set your hourly rate, quote numbering and expiry, and business hours first, because every quote and every visit is calculated from them.
Almost everything the product does is calculated from a handful of numbers you set once. They live on Settings, which is one long page rather than a maze of tabs — grouped into your business, scheduling, communication, your website, money and your account, with a menu down the side that jumps to any section.
The numbers to set first
- Your hourly rate. Every quote that is not priced as a fixed amount is labour time multiplied by this. It is the single number that moves every price in the company, so it is worth getting right before you send anything.
- Tax. Applied to quotes and invoices at the rate you set.
- Quote numbering. Quotes number themselves in your own sequence —
Q-2026-000028in the pictures throughout this documentation — and the format is yours to set. The sequence never reuses a number. - Quote expiry. Thirty days by default. A quote past its expiry can no longer be accepted online, which is what makes follow-ups worth switching on.
Business hours and scheduling
Business hours are what the booking form draws its free/busy week against, so setting them stops the office offering a customer eight o'clock on a Sunday. Reminder timing, confirmation requests and the quiet hours that text messages respect are all in the scheduling and communication groups — Reminders and confirmations and Text messages and consent cover those.
Branding and language
Your logo appears on quote pages, PDFs and receipts. Your company language — English or Spanish — decides what your customers are written to in. A quote keeps the language it was written in forever, so changing the company language later does not rewrite what a customer has already been sent.
More than one location
On the Business plan a company can run several locations: branches or franchise territories, each with its own customers, quotes and schedules, its own public quote-request form, its own rates and quote numbering, and — where a branch banks separately — its own payment account.
Settings inherit from the company until a location overrides them, so a new branch starts out matching the rest of the business and only differs where you say so. People are assigned to locations, and what they can see follows: the schedule, the search box and every report show one location's work at a time, with an "all my locations" view for those who work across several.
What else is on this page
The rest of Settings is documented where the feature is: