Business Settings applies to the selected Business. Use Your Account for your own profile, password and work-calendar connection.
1. Check and update the Business
- Check the Business selected in your account menu.
- Open Business Settings, then Business & Branding.
- Review the name, contact details, time zone, logo and colours.
- Save and check the confirmation.
2. Choose the relevant section
| Section | What you manage |
|---|---|
| Working Hours | The regular week and working-day length. |
| Documents | Business details and design used on Quotes, Variations and Invoices. |
| Templates | Saved starting points for Estimates, Quotes and Invoices. |
| Payments | Customer card payments against Invoices. |
| Email & Reminders | Sending readiness, booking wording and review requests. |
| Text Messages | Available Customer text-message settings. |
| Team Access | Logins, roles and access. |
| Plan & Billing | Your Jobsworth subscription and licences. |
| Recycle Bin | Deleted work available for restoration. |
Only sections available to your role appear. Customer payment settings and the Jobsworth subscription are separate.
3. Check what changes
Saved settings apply to the appropriate future work. Published Quotes, signed agreements and issued Invoices keep their saved details. Review existing drafts separately when changing a default.
If saving fails
Keep your edits open and retry the relevant section. If a reload warns that it will discard changes, decide whether to keep your input before continuing.