Business Settings

Required Role: OWNER
Plan Required: All Plans

Configure company-wide settings including business information, branding, email configuration, payment collection, and integrations.

Overview

Business Settings control how your business appears to customers, how emails are sent, payment collection setup, and other company-wide configurations. Only OWNER role can modify these settings.

Getting Started

Access Business Settings from:

• Settings → Business Settings in the sidebar
• Or Settings → Company

Company Information

Updating Company Details

1. Navigate to Settings → Business Settings

2. Go to "Company Information" section

3. Update information:

• Company Name: Your business name
• Address: Business address
• Phone: Business phone number
• Email: Business email address
• Website: Company website (optional)
• Tax ID: Tax identification number (optional)

4. Click "Save Changes"

Company Information Fields

• Company Name: Name displayed to customers
• Address: Physical business address
• Phone: Contact phone number
• Email: Business email address
• Website: Company website URL
• Tax ID: Tax identification number

Branding

Customize how your business appears to customers.

Uploading Logo

1. Go to Settings → Business Settings → "Branding"

2. Click "Upload Logo"

3. Select logo image file

4. Recommended: PNG with transparent background

5. Logo appears on:

• Invoices
• Estimates
• Emails
• Customer portal

Setting Primary Color

1. Go to Settings → Business Settings → "Branding"

2. Click color picker

3. Select your brand color

4. Color is used in:

• App interface
• Emails
• Customer portal

5. Save changes

Branding Elements

• Logo: Company logo image
• Primary Color: Brand color
• Company Name: Display name
• Tagline: Company tagline (optional)

Email Configuration

Configure how emails are sent from your account.

SMTP Settings

1. Go to Settings → Business Settings → "Email"

2. Configure SMTP settings:

• SMTP Host: Mail server (e.g., smtp.gmail.com)
• SMTP Port: Port number (typically 587 or 465)
• Username: Email username
• Password: Email password or app password
• From Name: Name emails come from
• From Email: Email address to send from

3. Test email configuration

4. Click "Save"

Email Templates

Customize email templates for:

• Invoice emails
• Estimate emails
• Job notifications
• Customer communications

Related: See Email Templates for detailed template customization

Testing Email

1. After configuring SMTP

2. Click "Send Test Email"

3. Enter test email address

4. Check email inbox

5. Verify email is received

Payment Collection (Stripe Connect)

Set up online payment collection for customer invoices.

Setting Up Stripe Connect

1. Go to Settings → Business Settings → "Payments" or "Stripe Connect"

2. Click "Connect Stripe Account"

3. You're redirected to Stripe

4. Complete Stripe onboarding:

• Enter business information
• Verify identity
• Add bank account for payouts

5. Complete setup

6. Account is connected

Stripe Connect Features

Once connected:

• Customers can pay invoices online
• Payments go to your Stripe account
• Automatic payouts to your bank
• Payment tracking in Turf Pro Logic

Managing Stripe Account

1. Go to Settings → Business Settings → "Payments"

2. View Stripe account status

3. Click "Manage Stripe Account" to access Stripe dashboard

4. Update bank account or settings in Stripe

Customer Portal

Configure customer portal settings.

Enabling Customer Portal

1. Go to Settings → Business Settings → "Customer Portal"

2. Toggle "Enable Customer Portal" on

3. Configure portal settings:

• Allow Payment: Customers can pay online
• Allow Estimates: Customers can view/approve estimates
• Allow Invoices: Customers can view invoices

4. Save settings

Portal Features

• View invoices and payment status
• View and approve/reject estimates
• Make online payments (if Stripe Connect enabled)
• Update contact information (if enabled)

Related: See Customer Portal for customer-facing features

Integrations

Connect Turf Pro Logic with other services.

Available Integrations

• Google Calendar: Sync jobs with Google Calendar
• QuickBooks: Sync financial data (if available)
• Other integrations: As they become available

Setting Up Integrations

1. Go to Settings → Business Settings → "Integrations"

2. Find integration to connect

3. Click "Connect" or "Enable"

4. Follow authorization process

5. Integration is connected

Invoice Settings

Configure default invoice settings.

Default Payment Terms

1. Go to Settings → Business Settings → "Invoicing"

2. Set default payment terms:

• Net 15: Payment due in 15 days
• Net 30: Payment due in 30 days
• Due on Receipt: Payment due immediately
• Custom: Custom terms

3. Save settings

Tax Settings

1. Go to Settings → Business Settings → "Invoicing"

2. Configure tax:

• Tax Rate: Default tax rate (if applicable)
• Tax Name: Tax label (e.g., "Sales Tax")
• Tax on Services: Apply tax to services

3. Save settings

Common Tasks

Updating Company Information

1. Go to Settings → Business Settings → "Company Information"

2. Update any fields

3. Click "Save Changes"

Changing Logo

1. Go to Settings → Business Settings → "Branding"

2. Click "Change Logo" or "Upload Logo"

3. Select new logo file

4. Save

Testing Email Configuration

1. Go to Settings → Business Settings → "Email"

2. Click "Send Test Email"

3. Enter test address

4. Verify receipt

Troubleshooting

Email not sending

• Check SMTP: Verify SMTP settings are correct
• Test connection: Use test email function
• Check credentials: Verify username and password
• Review port: Ensure correct port number
• Check firewall: Firewall may block SMTP
• Contact support: If issue persists

Stripe Connect not working

• Verify setup: Ensure Stripe account is fully set up
• Check status: Verify account status in Stripe
• Review dashboard: Check Stripe dashboard for issues
• Reconnect: Try disconnecting and reconnecting
• Contact support: For Stripe-specific issues

Logo not appearing

• Check format: Ensure logo is PNG or JPG
• Check size: Logo may be too large
• Clear cache: Clear browser cache
• Try different image: Try smaller or different format

Customer portal not working

• Check enable: Verify portal is enabled
• Check customer email: Ensure customers have valid emails
• Review settings: Check portal feature settings
• Test access: Try accessing portal as customer

Related Articles

• Account Settings - Personal account settings
• Email Templates - Customizing email templates
• Invoicing - Invoice settings usage
• Customer Portal - Portal configuration

Best Practices

1. Complete setup: Fill in all company information
2. Use logo: Upload professional logo for branding
3. Set brand color: Use consistent brand color
4. Configure email: Set up SMTP for reliable email delivery
5. Test email: Always test email configuration
6. Set up payments: Enable Stripe Connect for online payments
7. Configure portal: Enable customer portal for better service
8. Review regularly: Periodically review and update settings
9. Keep current: Update information when it changes
10. Document settings: Keep notes on important settings