Getting started
Account and workspace settings
Business details, currency, labour rates, and your reply-to email.
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Business details
Settings → General holds your business name (the letterhead on every quote and the sender name on reminders), trade, phone, and website. The trade also helps the AI draft in your line of work.
Quoting defaults
Your currency sets what new quotes start in. The hourly labour rate is what you bill; the hourly labour cost (wages plus overheads) is private, never shown to customers, and powers margin insights.
Reply-to email
Customer replies and questions are delivered to your reply-to address. It starts as the email you signed up with and can be changed any time under Settings → General.
Password
To change your password, sign out and use “Forgot your password?” on the sign-in page. A reset link is emailed to you.