Setting Up Your Business
Configure your business details, logo, tax settings and working hours.
Written By Daniel Sanders
Last updated 4 months ago
Before creating customers, quotes, bookings and invoices, it's worth taking a few minutes to configure your FieldHive account.
A properly configured account helps ensure your pricing, availability and business information are accurate from the start.
Complete Your Profile
Navigate to:
Settings → Your Profile
Here you can update your personal information, including:
First name
Last name
Email address
Phone number
Company name
Keeping this information up to date helps ensure your account details remain accurate.
Set Your Working Hours
Within Your Profile, you can configure your default working availability.
This includes:
Working days
Start times
Finish times
Unavailable days
Your working hours are used by FieldHive when calculating availability indicators within the booking calendar.
Configure Your Business Information
Navigate to:
Settings → Business Information
Here you can configure key business details such as:
Business name
Contact information
Address details
VAT settings
Labour rates
CIS settings
Keeping your business information accurate helps ensure documents and calculations are correct throughout the system.
Configure Workflow Settings
Navigate to:
Settings → Workflow Settings
Workflow Settings allow you to manage:
Quote reminders
Invoice reminders
AI Rewrite Suggestions
Default material markup
Quote terms
Invoice terms
These settings help automate common tasks and maintain consistency across your business.
Customise Your Branding
Navigate to:
Settings → Branding & Templates
Here you can customise how your documents appear by configuring:
Company logo
Accent colour
Document footer information
Branding helps create a consistent and professional experience for your customers.
You're Ready to Start
Once your profile, business information and workflow settings have been configured, you're ready to begin using FieldHive.
We recommend starting by creating your first customer and then preparing your first quote.
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