Setting Up Your Company Profile
Configure your company details, branding, and default settings so every quote and invoice looks professional.
In this guide
Company details
Your company profile is the foundation of every document Gaffer generates. Navigate to Settings → Company to set up your details.
Enter your registered company name, trading name (if different), registered address, and phone number. If you're a limited company, add your Companies House registration number.
Logo and branding
Upload your company logo — it appears on quotes, invoices, and the customer portal. For best results, use a PNG or SVG with a transparent background, at least 400×400 pixels.
You can also set your brand colour, which is used as an accent colour on customer-facing documents and your customer portal.
💡 Tip: If you don't have a logo yet, Gaffer uses your company initials in your brand colour as a placeholder — it still looks professional.
Bank details and VAT
Add your bank details (sort code, account number, account name) so they appear on invoices for BACS payments. These are never shared with third parties.
If you're VAT-registered, enter your VAT number and select your default VAT rate (usually 20%). Gaffer automatically calculates VAT on quotes and invoices.
Default settings
Set your default payment terms (how many days customers have to pay), working hours, and timezone. These are used as defaults when creating new quotes and scheduling jobs.
You can override any default on a per-job or per-customer basis — they're just starting points to save you time.
- Payment terms: 14 days is the UK standard for trade businesses
- Working hours: typically 8am–5pm Monday to Friday
- Quote validity: 30 days is standard
- Invoice prefix: e.g. INV- or your initials