Company Setup

01Your company profile

Open Settings from your avatar menu in the top-right corner. The Company Profile tab is selected by default. Your business name, phone, email, address, and timezone show up on every customer-facing PDF, so fill those in first: the timezone in particular affects every job time, calendar entry, and timesheet across the app, so pick the one your office actually operates in.

Trade types (Electrical, Plumbing, HVAC, General Contracting, and so on) drive AI-assisted bid generation and plan parsing later; pick at least one. Business Details holds your license number and state. The mission statement is optional and appears under your company name on customer-facing bids. Your logo appears on every invoice, bid, and customer payment page; upload a square PNG, JPG, GIF, or WebP under 5MB. Your tax rate, markup, labor rate, and other pricing defaults are on their own tab now, covered next.

02Markup & pricing

The Markup & Pricing tab, right after Branding & Job Types in Settings, holds the defaults that fill in prices and terms on new work. It has its own Save Changes button, which saves only the settings on this tab, so it never touches your company profile (and the Company Profile tab’s Save never touches these).

Your default tax rate pre-fills the tax field on every new bid, sub-bid, and invoice, so set it once here instead of typing it every time; you can still override it per record. Default markup (%) works the same way for pricing: on the bid and invoice forms, typing a cost on a line item fills the price as cost plus this percentage (you can still override the markup per line or type a price directly). Your default labor rate does the same for new jobs. Default payment terms set how many days after the issue date a new invoice is due (0 makes new invoices “Due upon receipt”), and service radius is how far out (in miles) you take work. Show sections to customer on new bids and invoices decides whether customers see your section headings and subtotals on new bids and invoices; each one can still change it.

For Off, Company rate, Local rate, and document corrections, see Sales Tax Settings.

Markup by cost, directly under Default Markup, lets cheaper parts carry a bigger markup than expensive ones. Add a range with a From and To cost (leave To blank for “and up”) and the markup for that range, then click Save ranges. When you type a cost on a bid or invoice line, or on a pricebook item with no price yet, Conduit fills the markup and price from the range the cost falls in; a cost outside every range uses the default markup. A range includes its From cost and stops just below its To cost, so $10 belongs to a $10 to $100 range, not to $0 to $10. Ranges can’t overlap. A markup or price you type yourself always wins, and saving ranges never changes prices already on your bids, invoices, or pricebook.

03Job types

Job types (Service Call, Installation, Inspection, and any custom ones you add) show up in the Job Type dropdown every time someone schedules a job. They live in their own card on the Branding & Job Types tab, below your branding settings.

Add a job type by typing its name and clicking Add job type. Rename any job type in place. Uncheck Active to hide a job type from the dropdown without deleting it; jobs that already used it keep showing it. Service Call is pinned: you can rename it, but it can never be hidden or removed, so there’s always a fallback job type available. Nothing takes effect until you click Save job types.

04Every settings tab

Settings has eleven tabs, grouped into Company, Billing, Communications, and Integrations. The Company group runs Company Profile, Branding & Job Types, Markup & Pricing, Bid & Invoice Templates, Profile, and Calendar. Billing holds Subscription and Payments. Communications holds Notifications. Integrations holds Import Data and Integration Hub.

Looking for one setting? Type in the search bar at the top of Settings (or press /), for example “surcharge” or “tax rate”. The tabs narrow to the ones that contain a match, and the open tab shows only the matching cards, with the words highlighted. Press Esc or the × to clear it.

Each tab has its own guide: Branding & Job Types is covered in [Branding Your Bids] (job types above)(/help/bids-and-takeoff/branding-your-bids), Payments in Payments Setup, Import Data in Data Migration, and Calendar in Calendar. Notifications, Integration Hub, Subscription, and Profile don’t have full guides yet; click through them below to see what’s there.

05Travel charges by distance

Charge more for travel the farther a job is from your shop. Open Settings > Markup & Pricing and find the Travel charges card. Tick Add travel charges automatically, then check Measure from: leave it blank to use your company address, or type your shop or home base. After you save, it shows Located ✓, or Couldn’t locate if the address needs fixing.

Add your distance tiers, each one “Up to [miles] miles → $[price]”, for example up to 10 miles $0, up to 20 miles $25, up to 30 miles $45. A distance exactly on a tier’s limit uses that tier, so 20.0 miles is $25. Under Beyond the last tier, choose a price or No automatic charge for jobs you price by hand. Set the line item name (Travel charge by default) and whether it’s taxable, then click Save. Type any address under Check an address to see its distance and charge with your saved settings.

Distances are straight-line miles from your Measure from address, not driving miles. When you start a new estimate or invoice and pick a customer or project, Conduit adds one travel line, like “12.4 mi from base · 10–20 mi tier”, and shows a note under the customer: Travel: 12.4 mi → $25.00 (added). Remove takes the line off and it stays off for that form; Recalculate prices it again. A free tier adds no line. If Conduit can’t locate the address it adds nothing, says “Couldn’t locate this address”, and lets you pick a tier yourself. Saved estimates and invoices never change unless you press Recalculate, and an invoice made from an estimate keeps the estimate’s travel line instead of adding a second one.

You’re done. Time to add a customer and run your first invoice.