Manage businesses
A business is one entry in your directory — a company, an office or branch, or an individual. Almost everything hangs off it: your zones, staff and projects all belong to a business, a quotation is headed by one, and a Showcase storefront is one. This guide shows how to create one and how to control what it is used for.
You already have one. Your account starts with a Main office, ready for projects, so you can create a project straight away. Add more only when you really do run more than one branch, or trade under more than one name.
What a business is used for
Open a business and you'll find a Used for section with three switches. They decide where it shows up:
| Switch | What it turns on |
|---|---|
| Projects | *Run projects under this business.* Its zones and staff live here, and project forms offer it. |
| Quotations | *Head your offers with its letterhead.* |
| Showcase | *Give it a public storefront*, with its own categories. |
With all three off, the business still saves — but it appears nowhere. Turn on at least the one you need; you can change them any time.
Because so much depends on it, the business is usually the first thing you pick on a form. Change it and the zones, team and project owners you can choose change with it.
Create one
Businesses → Add business opens a short wizard:
- What it is — the type (Company, Office or Individual) and the business name. Use the name project owners see, like *Camden Studio Ltd*.
- What it's for — the three Used for switches and, with Showcase on, its categories.
- Contact & address — all optional: slogan, About, two phone numbers, email, links, the address, and a point on the map.
- Ready to create — read it over, then create it.
Showcase needs a country. A storefront can't be found without one, so turning Showcase on makes the country required. Every other address field stays optional.
The logo comes afterwards. Open the saved business and choose Add logo — JPEG, PNG or WebP, up to 5 MB.
The fields
| Field | Notes |
|---|---|
| Business name | 2–200 characters. It appears on quotations and on your public page. |
| Slogan | One short line under the name on the storefront. Up to 500 characters. |
| About | A short paragraph for the storefront — who you are and what work you take on. Up to 2,000 characters. |
| Phone | Digits and + - ( ) only. Two numbers can be stored. |
| Address | Country, state, city, postcode, street, unit. Fill in any part and the country becomes required. |
| Coordinates | Filled in for you when you pick the spot on the map. You rarely type these. |
| Links | Your website and social profiles. Paste any link and the right icon is picked for you. |
These are the business's own contact details, not your login. They appear on quotations and on your public page, when you have those switched on.
Change one
Open the business from Businesses and choose Edit business. Changes apply everywhere that business appears.
You can change the type here too. Switching to or from Individual clears the Showcase categories.
Invoice details
A business that is used for Projects has an Invoice details row on its page. It holds what the business prints on the invoices it sends. Anything you leave empty is not printed.
| Field | Notes |
|---|---|
| Tax number (VAT ID) | Printed with the business name. In some countries the label uses the country's own name for it, as the invoice does: GSTIN in India, ABN in Australia. |
| Number starts with and Next number | Numbers run in order and never skip. A number that was used once cannot be used again. While invoices use a start, the next number follows the last one; to begin from another number, change Number starts with. INV-2026- + 0007 = INV-2026-0007. |
| Bank account | The project owner sees this on the invoice. Leave the account holder empty to use the business name. |
The invoice prints the business's own address. Change it with Edit business.
Retire one
- Deactivate business — it drops out of the pickers for new work, while everything already pointing at it keeps working. This is almost always what you want, and Activate business brings it back.
- Delete business — permanent, and it can't be undone. It is refused while anything still uses the business: projects, offers, storefront posts or reviews.
- Turning Projects off is refused the same way, while projects, zones, staff, project owners or suppliers still point at the business.
If it has a storefront
A Showcase business carries a Storefront section on its page: whether it is Public on Discover or Hidden, whether it is Verified, its rating and review count, and its posts. View public storefront shows the page the way buyers see it — reviews live there. See Your showcase.
Tips
- Name them the way your team says them — "Main office", "North Branch". Staff and zones are grouped under these names.
- Set up a projects business's zones and staff right after creating it, so projects under it have areas and people ready to pick.
- Deactivate rather than delete. Deleting is permanent, and usually refused anyway.
Related: Manage zones · Add staff · Add a project owner · Add a supplier · How to create a project