Setup

Company and branding

Your company details, logo, and the defaults every client document inherits.

In short

Settings holds the details that appear on client documents, the defaults each new proposal, statement and draw sheet starts from, and the spreadsheet export for your accountant.

Settings is where you set the things clients see and the defaults every new document starts from. It is worth ten minutes once, because everything downstream inherits it.

Company details

Your company name, address, phone, email and licence number appear in the header of proposals, project statements and draw sheets. Fill them in before you send anything, since a proposal with a placeholder company name is the kind of detail clients notice.

Payment due after sets your payment terms for draw requests: each new draw is due that many days after you create it (15 unless you change it). See due dates and reminders.

Logo

Upload a PNG, JPEG or SVG. It appears on every client document alongside your company details. Keep it reasonably small; a logo scaled down from a huge file just costs your clients loading time on the documents you send them.

Document defaults

Proposals, project statements and draw sheets each have a set of display options: which columns appear, whether line items are itemized or collapsed to a category total, whether fee percentages are spelled out, whether the page prints portrait or landscape, and, for draw sheets, whether the PDF is fitted to one page and whether it shows your costs. The draw sheet's Show your costs has one switch for fixed-price jobs (off to start) and one for cost-plus jobs (on to start).

Setting them here makes them the default for new documents. Any individual job can still override them.

Note

Changing a default does not rewrite a proposal you already sent. Sent proposals are frozen on purpose, which is what makes a signature mean something. See proposals and signing.

Notifications

Owners and admins choose whether they get budget alerts and the weekly job-health email, and set where "close to budget" starts for the whole team. What those emails contain is covered in project costing. Members don't get them.

Appearance

Light and dark mode, and how wide the app runs on a large screen. These are per person rather than per company, so changing them affects only your own view.

Connections

Settings is also where you connect a bank feed and where you generate the calendar subscribe link. Those are covered in transactions and the inbox and schedule and calendar.

Exporting for your accountant

Keep QuickBooks, or whatever your bookkeeper uses, for taxes. Under Export for your accountant in Settings, pick a year or a custom range and download two spreadsheet files:

Transactions: every charge and credit with its date, vendor, GL code, whether the

vendor gets a 1099, job, category, description, amount, and how many receipts are attached. A split charge is listed as its parts, so the amounts add up to what you actually spent.

Client payments: every payment received, with its job, client, type and draw number.

Amounts are plain numbers, positive for money out and negative for money in, so they add up in Excel. To export one job, use Export transactions (CSV) in that job's actions menu. Exports are included on every plan.