Your business details appear throughout the estimator, your logo on the greeting screen, your brand colour as the accent on buttons and selected states, and your contact information for families who want to reach out. Getting these right is one of the most important steps before you go live. To update your business details, go to Settings → Business Details.Documentation Index
Fetch the complete documentation index at: https://help.funeralestimatorpro.com/llms.txt
Use this file to discover all available pages before exploring further.
Business name
Your business name appears in the estimator header and in notification emails sent to your team when a family submits their details.Enter your trading name
Use the name families would recognise, typically the name on your signage and website, not a legal entity name.
Logo
Your logo appears on the greeting screen when families first open your estimator, and on any shared estimates they save or send to others.Choose your file
PNG or SVG files work best. Aim for a version with a transparent background so it sits cleanly against your brand colour.
Brand colour
Your brand colour is used as the primary accent throughout the estimator, on buttons, selected option states, and highlighted elements. It should match the primary colour from your website or stationery.Enter your hex code
A hex code looks like
#2B5F8A. You can find yours in your brand guidelines, or use a tool like imagecolorpicker.com to pick it from your logo.Choose a colour with enough contrast against white, very light colours (yellows, pale pinks) can make buttons hard to read. If you’re unsure, a dark navy or forest green almost always works well.
Website URL
Your website URL is linked from shared estimates, so families can easily find their way back to your site from any estimate they save or share. Enter your full website address includinghttps://, for example, https://www.smithsfunerals.co.nz.
Contact email
This is the email address shown to families on the estimate screen. It’s where they can reach you to ask questions or arrange a meeting. Use a monitored inbox, ideally a general enquiries address rather than a personal one.Phone number
Your phone number is displayed alongside your contact email, for families who prefer to call rather than email. Include your area code, for example,09 123 4567 or 0800 123 456.
Guest count
Two settings control how the estimator handles the number of expected guests. Default guest count The number pre-filled on the greeting screen as the starting estimate for attendees. It’s also used as the fallback when per-person pricing is calculated without an explicit guest count. 30 is a sensible starting point for most services. Ask families how many guests they expect When turned on (the default), families see a guest count stepper on the greeting screen. Their answer flows through to per-person pricing categories like catering, and shows as a guest note in the sticky price bar at the bottom of the screen. Turn this off if you’d rather not collect a guest count upfront — for example, if most of your services don’t involve catering or per-person costs, or if you prefer families to set quantities item by item. With this off:- The greeting screen skips the guest count step
- Venue options show the venue’s maximum capacity as a note below the name
- Catering and per-person categories still work, but families set the quantity on each item themselves rather than having it pre-filled from an earlier answer