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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.

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Business name

Your business name appears in the estimator header and in notification emails sent to your team when a family submits their details.
1

Find the Business Name field

It’s the first field on the Business Details page.
2

Enter your trading name

Use the name families would recognise — typically the name on your signage and website, not a legal entity name.
3

Save

Click Save Changes at the bottom of the page.
Your logo appears on the greeting screen when families first open your estimator, and on any shared estimates they save or send to others.
1

Click Upload Logo

You’ll find this in the Logo section of the Business Details page.
2

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.
3

Preview and save

A preview shows how your logo will appear. Once you’re happy, click Save Changes.
Horizontal (landscape) logos work best — they fit the available space more naturally than square or stacked versions. If you only have a stacked logo, ask your designer for a horizontal version, or contact us and we can help.

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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.
1

Find the Brand Colour field

It’s in the Appearance section of the Business Details page.
2

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.
3

Check the preview

A swatch updates as you type so you can confirm it looks right before saving.
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.

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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 including https:// — for example, https://www.smithsfunerals.co.nz.

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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.

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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.
Changes to your business details take effect immediately for new visitors to your estimator. Families who are viewing a previously saved shared estimate will see the branding from when that estimate was created — this is intentional, so their saved estimates stay consistent.