Business Information

Manage your business profile, add multiple businesses, and keep your information up to date.

Overview

This page is your central hub for managing all your businesses efficiently. Whether you own one business or multiple, you'll find all the tools you need here. Access business information under Settings | Business Information.

What You Can Update

  • Business name
  • Address and contact information
  • Logo and branding

Adding a New Business

  1. Click Add

    Press the Add button on the Business Information screen.

  2. Enter Details

    Fill in the business name, location, and other required information.

  3. Save

    Once created, you can access and manage this business alongside your others.

Note: Managing more than one business under a single account is a Pro plan feature. On the Free, Essential, or Plus plans you can keep one business; to add additional businesses, upgrade to Pro (also included with Enterprise). Your first business is always available on every plan.

Editing a Business

Press on the business name you want to edit. You can change:

🏢

Name

Update your business name

📍

Address

Change your business location

📧

Contact

Update email and phone

Licenses & Insurances

Display your professional licenses, permits, and insurance information on every estimate and invoice you send. This builds trust with clients and shows you're a credible, insured professional.

📜

Licenses

Add contractor licenses, permits, or registration numbers (e.g., RBQ, CCQ).

🛡

Insurances

Add liability insurance, workers' compensation, or other policy details.

  1. Open Showroom

    Go to Showroom from the main menu.

  2. Add a License or Insurance

    Scroll to the Licenses or Insurances section and press Add. Enter the name (e.g., "General Liability Insurance") and the number (e.g., "GL-2024-12345").

  3. Appears on Documents

    Your licenses and insurances are automatically displayed in the business information section at the top of your estimates and invoices.

Tip: Clients often look for proof of licensing and insurance before hiring a contractor. Adding these details to your documents gives them confidence and can set you apart from competitors.

Switching Between Businesses

You can easily switch between your businesses using the top left menu. This allows you to access the specific data, reports, and settings for each business seamlessly.

Inviting Employees

To grant access to employees, navigate to the Users & Teams screen within each business profile. From there, you can send invitations via email.

Important: Team members must be invited separately to each business. If you manage multiple businesses, adding someone to one business does not give them access to your other businesses. You need to send a separate invitation from each business's Users & Teams screen.
Note: Each business has its own data, clients, projects, and reports. When you switch between businesses, you'll see only the data that belongs to that business.