This article will walk you through how you can set up and manage crucial aspects of your business information, branding, and trading terms within Pooltrackr.
The My Business section serves as your central hub for configuring vital details that define your business identity and operations. From inputting contact information and company details to customising branding elements such as logos and colour schemes, this section allows you to establish a consistent brand presence across all customer interactions.
General
This page is where you can manage your organisation's details, contact information, and logo.
1. Details
Organisation Name - This is the official name of your business.
Email - Your organisation's official email address which can be used for communication and correspondence.
Organisation ABN - Your unique 11-digit identifier identify your business entity for tax and other purposes.
Organisation website - The URL of your business website, if applicable, which provides customers with additional information about your products, services, and brand.
(a) Registered for GST toggle - A toggle switch to indicate whether your organisation is registered for GST. Enabling this option ensures that GST is calculated and applied to relevant transactions within the Pooltrackr platform.
(b) Units - Refers to the measurement units used within your business, you can select between Metric and US customary based on your preference or specific business model.
2. Contact and address details
This is where the manager or operator of your business’s contact information would go, the behind-the-scenes contact person for all correspondence. Fill out the contact information. You can use the address search function to fill your address out automatically, or you can write it in manually.
3. Logo
Here, you can upload your organisation's official logo. You can upload a maximum of 5MB of file size, the file format should either be SVG, PNG, GIF, or JPEG, and the minimum width is 300px.
Click on the Change logo option to upload your file.
Brand
The brand settings page is where you can further customise your branding. Here, you can change the brand colour where it will be reflected in the heading text, accent and button colours across your invoices, job sheets and quotes.
Selecting a brand colour
Toggle the brand colour switch and to update the brand colour, you can either:
- Use the sliders and drag the dot to select the colour
- Enter a Hex code
- Enter RGBA values
- Choose one of the default colours
The colour you select here will be used in the heading text, accent colour, and button colours on your invoices, job sheets, and quotes. Disabling this option will revert the colour to the default one.
Email Sign-off
The email sign-off is the message displayed on invoice emails and PDFs. You can use the merge tags to personalise the message you send to your customers. This message can also be changed for each invoice recipient at the point of sending the invoice.
You can use the text toolbar to elevate your email signature. The information from the app can be used to personalise customer communications. You can use the org merge tags to customise your message further.
{org_name} {org_address} {org_email} {org_phone} {org_website}Trading Terms
You have the flexibility to include as many trading terms as necessary for your account. These terms can be applied when creating or editing a customer. By default, new customers will be set to the Default trading term.
1. Click on the New Term button to create a new trading term for your organisation. Start by adding the Name and Period. In the Period field, you would need to enter a number and select between weeks, days, and months to further define it. Then, choose whether you want it to be from the invoice date or the end of the month. 
2. Use the Search bar field to search for a specific trading term you have created in the past. Enter a portion of the trading term name to auto-search.
3. This field lists all the existing trading terms for your account.
4. This toggle will allow you to set the default trading term. When you create a new contact within Pooltrackr, whichever trading term is turned on from this section will be the default term for the new contact. However, you can choose a different term within the trading term drop-down.
5. The Action column will allow you to make changes to the trading terms. Click the pencil icon to edit the trading term or the trash icon if you want to have it removed.
You cannot delete a trading term that is currently assigned to a contact.