Set up your business
Your business details and logo appear on every quote and invoice you send. Set them up once and everything you send looks sharp and professional — no fiddling each time.
You'll add your business name, contact details and logo so they appear automatically on every document ServiceYak creates for you.
Before you start
- Your logo file, ready to upload (a PNG or JPG works well).
- Your ABN and business contact details (email, phone, address).
Step by step
- Open Settings. Head to Settings and choose the Business tab, where your workspace details live.
- Add your business details. Enter your business name, ABN, email, phone and address. These identify you on every quote and invoice.
- Upload your logo. Add a clear logo image. It appears at the top of your documents and in the emails your clients receive.
- Save. Save your changes — they apply straight away to everything you create from now on.
Tips
- A logo on a transparent or white background looks best on documents.
- Only owners and admins can change business details, so your crew can't alter them by accident.
- You can update these any time; changes apply to new documents you create.
What happens next
With your business set up, you're ready to add your first client and start quoting.
Common questions
Do I need an ABN?
If you have one, adding it means it shows on your tax invoices, which your clients and their accountants will expect. You can add or change it later.
Will changing my logo update quotes I've already sent?
No. Documents you've already sent keep the details they had at the time. New quotes and invoices use your latest details.