Licence numbers and other details
Where the law wants your licence number, registration or insurance on a contract, and how Quotebird prints it.
In the app: Settings → Business profile → Licences
Many places want your licence number on quotes and contracts, for example California (CSLB), Texas, Florida, Quebec (RBQ) and New South Wales. Add your licences once in your business profile, each with its name and number, and Quotebird prints them where they’re needed.
When you set up, if your place and trade need a licence number and you leave it empty, Quotebird asks Continue without your licence number? You can add it later.
Other details some places want
- Insurance: some US states want your liability insurer on the contract. Add it under Insurance in your profile. Your certificate can be attached to quotes.
- Bonds: in California, Nevada and Tennessee, being bonded for the whole job lifts the deposit limit.
- License holder: Texas and Maryland want the responsible master plumber or HVAC license holder named on plumbing and HVAC documents. Add them under License holder. If your business has another trade, tap Add the license holder on the quote and the fields open.
- New York deposits: New York wants deposits kept in escrow or covered by a bond. Choose how you keep them under Deposits on New York jobs. The money still goes to your own account.
- Permits (New York City) and Subcontractors (Nassau County) appear on the quote where they’re needed.
- Auto repair: some places want your shop’s registration number, like Michigan’s facility number.
- Quebec: an itinerant merchant permit (OPC) for sales at the customer’s home. Alberta: a prepaid contracting licence.
If something is missing, the quote says so under Before you send.