Business Profile
Add your business details to customise your Toolbot account.
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Add your business details to customise your Toolbot account.
Last updated
Was this helpful?
Toolbot adds your business details to all estimates, quotes, or invoices that you create. Use this page to add or manage your contact details and ensure your customers have the correct information.
It is important that you select the correct option for VAT, as this affects how Toolbot calculates prices from your catalogue for parts and materials, labour, and certificates when they are added to estimates, quotes, and invoices.
The Business Profile tab can be found in the section. In the top right-hand side of the Toolbot screen, click on your name to open the menu and select My Profile, then Business Profile, where you can update the following information:
Use this form to add and update your business details.
Upload a business image or logo to personalise your account. This image is not currently visible to anyone outside of your account, but please be aware that this may change in future as interactive services are added to Toolbot.
To upload a file, click Change. Use the Open dialogue to navigate to the image you want to use. A JPG or PNG is best. Click Change to replace your current image, or Remove to delete it.
Enter the trading name of your business, or update the name already shown. This will appear on your estimates, quotes, and invoices.
Select the type of business you operate, e.g. Plumber, or Electrician. Select Other if your business type is not included and add your trade in the Other Type box.
Select your local currency. Toolbot currently supports the United Kingdom (GBP), Europe (EUR), the United States (USD), and Australia (AUD).
Select between Sole Trader and Limited Company.
If you selected Limited Company for your Trading Type, you must enter your company registration number. This is the number given to you by Companies House.
Select Yes or No to indicate your VAT registration status. If you are VAT registered, VAT will be added to your labour charges on all estimates, quotes, and invoices.
If you selected Yes to indicate you are VAT Registered, you must enter your VAT registration number. This is the number given to you by HMRC.
Optionally you can include your trading website or Facebook page. This will be included in your estimates, quotes, and invoices.
When you have finished updating your details, click Save.
🙋 If you need help at any time, simply and one of our friendly support team will be on hand to advise. We want you to love Toolbot as much as we do and get the most out of it.