Company Setup

Set up your company profile to personalise YardPilot for your business.

Accessing Company Settings

1. Click Settings in the sidebar
2. 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
Email	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.

Click to enlarge

Configure your company profile with business details, address, and branding that appears on all client-facing documents

Branding

Logo

Upload your company logo to appear on:

• Quotes and estimates
• Invoices
• Client portal
• Email communications
• Stripe Checkout pages (when accepting online payments)

Logo requirements:

• Format: PNG, JPG, or SVG
• Recommended size: 400x200 pixels (square logos work best for Stripe)
• Maximum file size: 2MB
• Transparent background recommended

For Stripe Payments

If you accept online payments via Stripe, use a PNG or JPG logo rather than SVG. Stripe doesn't support SVG logos on checkout pages. Your logo will automatically sync to Stripe when you upload or update it.

Brand Colours

Customise the accent colour used in:

• Client portal
• Quote and invoice PDFs
• Email templates
• Stripe Checkout pages (when accepting online payments)

Tax Settings

GST Registration

If your business is registered for GST:

1. Enable GST Registered
2. 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-2025-001

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:

• Add team members
• Create your first quote