CurrentChecked against the product 1 September 2026
Set up your company
On this page
Your company details are what turn a blank portal into your portal — they appear on quotes, dockets, the crew app and every PDF you send. They all live in one place: Settings → Branding & letterhead.
The essentials
- Open Settings and pick Branding & letterhead.
- Enter your legal name, ABN, address, letterhead phone and letterhead email. These form the letterhead on your quotes and dockets — the phone and email are the ones clients ring and reply to.
- Add your trading name, ACN and licence number if a client asks for them; they slot into the footer of your paperwork.
- Upload your logo and set your brand colours on the same screen. The portal and the crew app re-skin live as you change them — your crew’s app carries your name, not ours.
Careful
Nothing is pre-filled. Fields you leave blank simply don’t print — which is better than a placeholder, but it does mean a quote sent before you’ve filled these in goes out with a bare letterhead.
Payment details for remittance
To have your bank details appear on quotes for the client to pay against, fill in Payment details (account name, BSB, account number) further down the same screen. Leave them blank and the payment block simply doesn’t show.
Tip
The same company details are repeated on a card at the top of the Admins tab, so whoever is adding office logins can fill the gaps without hunting for Settings.