Settings and business profile

Open Settings from the sidebar. Tabs are organised as Profile, Business, Payments, Security, Subscription, and Data & Privacy.

Profile

Update your name and email. If your email is not verified, use the resend option here. This tab is also where you manage verification-related actions.

Business

Enter your trading name, address, and other contact details shown on quotes and invoices. Upload a company logo (file requirements are shown in the app). Set terms and conditions and choose whether to include them on PDFs by default. Set invoice and quote reference prefixes and your default PDF format (line items vs total only). Under Compliance certificates, add your Gas Safe, NICEIC/NAPIT, Part P scheme, legal name, and certificate company name — these prefill new compliance drafts and appear on issued certificate PDFs.

Payments

Add UK bank details (and optional IBAN/BIC) for clients paying by transfer. Toggle whether details appear on invoices and the client portal. See Card payments and recording payments.

Security

Change your password when you know your current password. Optional email sign-in codes (MFA) are available on Free and Pro — see the MFA section on this tab and Account and security.

Data & Privacy

Manage cookie preferences, export your data as JSON (includes quotes, invoices, and client details you entered), or delete your account. Store exports securely — they contain client PII.

Subscription

See your plan status and links to Subscription for upgrades, trials, and the Stripe customer portal.