Your business profile

In the app: Settings → Business profile

Everything here prints at the top of your quotes and invoices. Tap Save when you’re done.

Logo

Tap Add logo, then Choose from photos or Choose from files. A PNG with a transparent background looks best; the limit is 10 MB. The logo is saved the moment you choose it, without Save. Remove logo takes it off the documents you create from then on.

Business

• Country and Currency. Changing the country resets the currency and clears your state and tax numbers.
• Business type: sole trader, company or partnership. The name field follows it: Legal name, Your full name, Registered company name or Partnership name. It’s required.
• Trading name, if you trade under another name.

Contact and address

Your email, phone, website and address. UK and Irish companies can add a Registered office if it isn’t the address above.

Tax numbers

• Outside the US, turn on Registered for VAT (or GST, GST/HST) if you are, and add the number. If you’re not registered, no VAT or GST is charged on your documents.
• Quebec businesses add a QST number. BC, Saskatchewan and Manitoba businesses can add a PST or RST number.
• Australia always asks for your ABN: it goes on every invoice, even without GST.
• In the US, the EIN is optional.

A number in the wrong format stops Save and shows an example. A number in the right format whose check digit looks wrong only warns you, and you can still save it.

Licences

Add up to 10 licences, each with its name and number. Where the law wants a licence number on your quotes, Quotebird prints it for you. See Licence numbers and other details.

Insurance and bonds

US businesses can add their liability insurance and workers’ compensation. Under Certificate of insurance, tap Choose PDF to add your certificate (up to 10 MB, no password). Each quote then has a switch to attach it. New Jersey contracts, and Louisiana ones of $7,500 or more, always attach it.

In California, Nevada and Tennessee, Bonded for the whole job lifts the deposit limit there.

A Colorado roofing contract names your liability insurer and your surety, if you have them, with their phone numbers. Roofers in Colorado add the surety under Surety (bond company) and Surety’s phone number.

Uploads

Sending waits until your logo and certificate have finished uploading. If you see Your logo is still uploading. Try again in a moment., give it a few seconds.