Your business details show up on every quote and invoice a customer sees. Filling them in once is what turns a bare quote into something that looks professional — the difference between winning a job and looking like a hobbyist.
Add your details
Open your profile
Go to Settings → Profile. This is where your business identity lives.
app.getlever.aiLogoUpload logoBusiness nameReliable Plumbing Co.Phone(718) 555-0142Add your business name and contact info
Enter your business name, phone, and email. These appear on quotes so customers know exactly who they’re dealing with and how to reach you.
Upload your logo
Add your logo and it’ll sit at the top of every quote and invoice. No logo yet? Skip it — your business name still looks clean on its own, and you can add one later.
Set your payment terms
While you’re here, set the deposit and payment terms you work on — that way every quote goes out with the right deal baked in. Full walkthrough: Set deposits & payment terms.
A logo and a clear deposit are the two things customers notice most. Both take under a minute and both make you look established.
Common snags
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