Set up your company details (required before generating)
Available on all plans
Your documents carry your company's name, address and email — so those three fields must be set before anything generates. Do it once, first.
Complete your profile
Open Settings from the sidebar.
Fill in Company Name, Company Address and Company Email.
The address needs at least an address line and postcode — it's printed on your documents. Use your own trading address, not the address of the job you're working on: this is what identifies you as the contractor in the header of every document. Main Contact Name, phone, website and logo (Pro and above) are optional company details that make the paperwork look the part; they do not replace a team member's separate login identity.
Click Save Profile.
If you hit the block mid-wizard
Starting a document with incomplete details sends you to Settings with "Please complete your company profile before generating documents." — save the missing fields and you're returned straight to where you were. If generation itself is refused, the message names the exact field (for example "Add your company email in settings to issue this document.").
Getting around Settings on your phone
On a computer, the settings sections (Profile, Billing, Integrations, Hazards, Work Types, Document Defaults, Legislation, Company Docs, Export Data, Notifications, Account) sit in the sidebar under Settings.
On a phone, they're behind a single Settings menu button at the top of the Settings page. It shows the section you're currently on. Tap it and a menu slides up from the bottom listing every section — the one you're on has a tick — so tap any section to jump straight to it. The menu closes on its own once you've picked one.
Frequently asked questions
Why won't my document generate?
The most common reason: company details aren't complete. Company name, company address (address line and postcode) and company email are required before any document generates — they appear on your PDFs. Fill them in Settings and retry; the message tells you exactly which field is missing.
Why was I asked for my company details when I signed up?
If you created your account through the Start your project flow on our website, the final step is Add your company details — Your company name and Your company address. Answering there completes this Settings step for you, so generating won't stop to ask for company details. Your company email defaults to your login email. You can change any of these later in Settings.
Is my company address the same as the site address?
Almost never — they're two different things and both appear on your documents. The site address is where the work is happening, which on domestic jobs is your customer's home. Your company address is your own trading address: it prints under your company name in the header of every RAMS, CPP, induction and emergency plan the account generates, so it identifies you as the contractor who issued the paperwork. Type your own address in the company field even if you're working a job round the corner. If you spot the wrong one on a document, fix it in Settings under Company Address and regenerate — the header picks up the new value.
Can I add my logo?
Yes — on Pro and above, upload your company logo from the Company Logo field in Settings and it appears on every generated document in place of the Starter watermark. If your plan doesn't include logo upload, that field shows a lock with an Upgrade to add your logo button instead of an upload control — it takes you to the pricing page. Accounts grandfathered into branded PDFs keep the upload control.
What is the "How did you hear about us?" question?
A one-time, optional question so we know which channels actually reach builders. At sign-up it's an optional How did you hear about us? dropdown on the company-details step — pick an option (or leave it on Choose one) and click Continue as normal. If you didn't answer there, a small card asks once more at the top of your Dashboard: pick an option and click Save answer, or click Don't ask again and it never comes back. It's voluntary, it can only be answered once, and the answer is stored with your account — included in your data export and deleted with your account.
Does Main Contact Name change a team member's login name?
No. Main Contact Name and Company Email are company-profile details used on your paperwork. Every team member keeps their own login name and login email for account activity such as requesting and approving documents.
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