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Setting Up Your Business Profile

Last updated: January 2024 | 4 min read

Why Your Business Profile Matters

Your business profile is the foundation of your professional image in Brixor. It appears on every estimate, invoice, and contract you send to clients. A complete, professional profile builds trust and helps you win more jobs.

Step 1: Access Business Settings

Click on your profile icon in the top right corner of the dashboard, then select "Business Settings" from the dropdown menu. This will take you to your profile configuration page.

Step 2: Add Your Business Information

Fill in your core business details:

  • Business Name: Your company name as you want it to appear on documents
  • Phone Number: Primary contact number for clients
  • Email Address: Business email for client communications
  • Website: Your company website (optional)
  • Business Address: Your office or mailing address

Step 3: Upload Your Logo

Your logo appears on all estimates, invoices, and contracts. For best results:

  • Use a PNG or JPG file
  • Recommended size: 400x400 pixels minimum
  • Use a transparent background for best appearance
  • Keep file size under 5MB

Click the "Upload Logo" button and select your logo file. You can preview how it will appear on your documents before saving.

Step 4: Set Your Default Terms

Configure default terms that will appear on all your estimates and invoices:

  • Payment Terms: Net 15, Net 30, Due on Receipt, etc.
  • Default Tax Rate: Your local sales tax percentage
  • Deposit Requirements: If you require upfront deposits
  • Warranty Information: Standard warranty terms you offer

Step 5: Customize Your Brand Colors

Choose colors that match your brand identity:

  • Primary Color: Used for headers and buttons
  • Secondary Color: Used for accents and highlights
  • Text Color: Default text color for documents

You can enter hex color codes or use our color picker to select the perfect shades.

Step 6: Add Your License and Insurance Info

Include your professional credentials to build client confidence:

  • Contractor license number
  • Insurance provider and policy information
  • Professional certifications
  • BBB rating or other credentials

Step 7: Set Up Payment Methods

Configure how you want to accept payments:

  • Connect your Stripe account for online payments
  • Set up ACH bank transfers
  • Enable credit card processing
  • Add instructions for check or cash payments

Best Practices

  • Keep it professional: Use your official business name and branding
  • Be consistent: Match your profile to your website and business cards
  • Update regularly: Keep license numbers and insurance current
  • Test your documents: Send yourself a test estimate to see how it looks

Next Steps

Now that your profile is set up, you're ready to create your first estimate. Check out our guide on creating your first estimate.

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