Add business info and logo
Your business details appear on all proposals and invoices you send to clients, so it's important to set these up correctly from the start.
How to Access Business Settings
- Click Settings in the sidebar menu (or bottom navigation on mobile)
- Select the Company Info tab
What You Can Set Up
Business Details
Fill in the following information:
- Business Name – Your company or trading name
- ABN – Your Australian Business Number
- Licence Number – Your trade licence number (if applicable)
- Phone – Your business contact number
- Email – Your business email address
- Address – Your business address (start typing and select from the suggestions)
Your Logo
Your logo appears on proposals and invoices sent to clients.
To upload your logo:
- Click the logo upload area
- Select an image from your device
- Use the crop tool to adjust positioning if needed
- Click Save to confirm
Supported formats: JPEG, PNG, WebP, HEIC
Saving Your Changes
After making any changes, click the Save Changes button at the bottom of the page. You'll see a confirmation once your details are saved.
Tip: If you have unsaved changes, you'll see an indicator reminding you to save before navigating away.
What's Next?
Once your business info is set up, head to [addlink] Check Your Basic Trade Customisation to configure how Sammy generates estimates for your trade.