Get your business details right, once
You’ll finish with: Every quote and invoice carries your real trading details from day one.
← All help articles- Open Settings → Business & compliance.
This is the first section on Settings for a reason: it heads every quote you send.
In the app: Open Business & compliance
- Fill in Business name, ABN, Phone and Licence number.
These print on the quote header. Clients check them before they trust a number.
- Set Your trade. It reshapes the whole rate card.
Every default rate, line item and template changes to match.
- Add Insurance and your Google review link.
The review link is shown to clients the moment they pay. That turns happy jobs into reviews with zero extra work.
- Tick “GST registered” if it applies, then save.
This is what switches 10% GST on or off across every quote.
Worked examples on this page use a concreting job. Signed in, the same article uses examples from your own trade.