Set up your company
Twenty minutes in Settingsat the start saves you re-deciding the same things on every document afterwards. This is what's worth doing first, in order.
Company details and your logo
Under Settings → Company: your name, address, phone and website, plus company registration and VAT numbers if you have them. Upload your logohere too — it's what appears at the top of every quote and invoice you send.
Tax — get VAT right early
Settings → Invoicing → Tax ratesis where you say whether you're VAT registered and at what rate. Getting this right before you send anything is much easier than correcting issued documents later.
How you get paid
Add your bank details once under Settings → Invoicing → Bank & payment and they print on every unpaid invoice automatically. Want customers to pay by card? Connect Stripe under Settings → Connections and invoices gain a Pay now button.
Document defaults
Settings → Invoicing → Documents sets payment terms, quote validity, your numbering prefixes, and whether customers see a Summary or an Itemised breakdown by default. → Costing holds your default markup, so new quote lines start from the right number.
Switch on only what you need
Settings → Featuresturns whole areas on and off — quotes and invoices, costing, expenses. If you don't do certificates, leave them off and the app stays smaller. Settings → Certificates is where you enable the schemes you actually work under.
More in Getting started
- What Jobivo is — How customers, jobs, evidence and money hang together — the shape of the whole app.
- Invite your team — Get the people on site into Jobivo, and pick the right role for each of them.
Browse all guides. Still stuck? Email support@jobivo.co.uk.