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How to set up basic company information, regional settings and add a logo.
How to set up basic company information, regional settings and add a logo.

Set what is displayed on your quotes, job sheets/reports and invoices including currency, logo, payment terms and date format

Updated over 2 months ago

Getting started in Workever is simple. You can tailor all of your documentation with your company details and logo. You will first need to update your company settings.

From the main dashboard window, select 'Settings' from the left hand menu panel.

You will then be presented with the 'Company Information' screen into which you can update your company name, company address, email, website and TAX/VAT number.

The company tax number will be displayed on all of your invoices.

You can also add a company logo by going to Settings -> Company Settings -> Branding & Design -> click the logo field and upload your company's logo

This can be replaced at any time by deleting the current logo and uploading another one

You can then click the 'Save' button from the bottom of the page to save your changes.

Your logo will be displayed on all of your quotes, job sheets, job records and invoices.

Next, you will need to go back to Settings -> Company Settings -> Company Information and add all of the remaining company details.

From this selection, you can update the country, timezone, currency and your preference in how dates & time are formatted in your documents.

The timezone should be picked up by the system automatically, but you can adjust this manually should you need to.

Currency should be entered as a symbol and not in writing (eg £ not 'GBP', 'pound' or Sterling). 

Dates can be formatted in one of three styles:

DD/MM/YYYY
MM/DD/YYYY
YYYY/MM/DD

Once you have entered all of your information, don't forget to click 'Save' before navigating away from the page.

Related articles:
Branding & Design

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