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Set up your company profile

3 steps, in the order you do them.

Follow it on screen.

  1. 1

    Your profile

    Your name and photo sit beside every note you leave.

    Where to find it: Your profile - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  2. 2

    Company details

    Your company name and license print on everything you send out.

    Where to find it: Company details - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  3. 3

    Your logo

    Proposals, invoices and the customer portal carry it the moment it is uploaded.

    Where to find it: Your logo - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
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