Appearance
Company Setup
Set up your company profile to personalise YardPilot for your business.
Accessing Company Settings
- Click Settings in the sidebar
- Select Company
Company Details
Basic Information
| Field | Description | Required |
|---|---|---|
| Company Name | Your trading name | Yes |
| ABN | Australian Business Number (11 digits) | Yes |
| Phone | Main business phone | Yes |
| Primary contact email | Yes | |
| Website | Your website URL | No |
Business Address
Enter your primary business address. This appears on:
- Quotes and invoices
- Client communications
- Tax documents
TIP
If you operate from home, you can use a PO Box or registered business address.
Branding
Logo
Upload your company logo to appear on:
- Quotes and estimates
- Invoices
- Client portal
- Email communications
Logo requirements:
- Format: PNG, JPG, or SVG
- Recommended size: 400x200 pixels
- Maximum file size: 2MB
- Transparent background recommended
Brand Colours
Customise the accent colour used in:
- Client portal
- Quote and invoice PDFs
- Email templates
Tax Settings
GST Registration
If your business is registered for GST:
- Enable GST Registered
- Confirm your GST rate (default: 10%)
All quotes and invoices will automatically calculate GST.
Important
If you're not GST registered, ensure this setting is disabled. Incorrectly charging GST when not registered is a compliance issue.
Quote & Invoice Settings
Numbering
Configure how quotes and invoices are numbered:
- Prefix: e.g.,
QUO-for quotes,INV-for invoices - Starting number: Where the sequence begins
- Format: e.g.,
QUO-0001,INV-2024-001
Payment Terms
Set default payment terms for invoices:
- Due on receipt
- Net 7 days
- Net 14 days
- Net 30 days
Default Notes
Add standard terms and conditions that appear on all quotes and invoices.
Business Hours
Set your operating hours. This affects:
- Scheduling suggestions
- Client portal availability messages
- After-hours notification handling
Next Steps
With your company set up, you're ready to: