No logo
PNG or JPG. It's automatically resized small for your proposals.
New invoices auto-fill this and count up (any prefix like INV- and leading zeros are kept). Leave blank to turn auto-numbering off.
Jobs and work orders auto-number from here and count up company-wide. Set the starting number once; the prefix (e.g. J-) and leading zeros are kept.
Team & labor rates
Your crew and their hourly rates. These fill in automatically when you log time on a job and let you assign crew to jobs.
| Name | Role / trade | Rate $/hr |
|---|
Markup by category & tax rules
Charge a different markup for different trades, and choose which trades get taxed. On an estimate, any line whose Code matches a rule below uses that markup and tax setting instead of the estimate's default Overhead + Profit. Leave this empty to use the default everywhere.
| Category (code) | Markup % | Taxable |
|---|
Contract template
The text used when you generate a contract from an accepted estimate. Use these placeholders — they fill in automatically:
{{client}} {{project}} {{total}} {{scope}} {{company}} {{date}} {{license}}
Website lead form
Share this link (or add it to your website) so customers can request a quote. Every submission shows up as a new lead, tagged “Website form.”