The Profile tab is where you change your name, your company info, and a few app-wide choices.
Your info
- Go to Settings in the sidebar.
- Stay on the Profile tab.
- Under Personal Information, edit First Name, Last Name, Email, or Phone.
- Click Save Changes.
Company info
The Company Information card prints at the top of every PO, quote, and submittal PDF you send.
- Edit Company Name, Mailing Address, and Phone.
- Pick your Region and Language. See the "Region and language" article.
- Click Save Changes on that card.
Document numbers
The Document Numbering card sets how new Quotes, Purchase Orders, Invoices, and Shipments are numbered.
- Type a pattern in a box, like
Q-{project}-{seq:3}. Leave it blank to use the default. - Look at Next would be to see the next number.
- Click Save Numbering Templates.
Old documents keep their numbers. Only new ones use the new pattern.
Builder memory
The Submittal Builder Memory card lets the Builder remember your choices across chats, like favorite brands or your usual markup.
- Turn Enable persistent memory on or off. When it is off, the Builder starts fresh every time and saves nothing.
- Click Forget everything to erase all it has learned about you.
Common questions
Can I add a profile photo?
Not right now. The app does not show profile photos.
Where do I change my password?
Go to the Security tab. See the "Security Settings" article.