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Business Profile

Add your business details to customise your Toolbot account.

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.

If you do not think we have enough options to include your business type, don't hesitate to get in touch with our customer support team.

The Business Profile tab can be found in the My Profile 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:

About My Business

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.

Business Name

Enter the trading name of your business, or update the name already shown. This will appear on your estimates, quotes, and invoices.

Select Business Type

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 Business Currency

Select your local currency. Toolbot currently supports the United Kingdom (GBP), Europe (EUR), the United States (USD), and Australia (AUD).

Trading Type

Select between Sole Trader and Limited Company.

Company Number

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.

VAT Registered

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.

VAT Number

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.

Website

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.

Need some help?

🙋 If you need help at any time, simply drop us a line 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.

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