Workshop Software lets you set up your company profile through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.
IMPORTANT: It is important to enter in your details as specified below as this is where Workshop Software will draw information from for your invoices/statements etc
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- Ensure you are logged into Workshop Software
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- Click on your company name located at the top right hand corner of the page
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- Select Profile from the dropdown box
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- Choose & upload your company icon & letterhead images
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- Enter in your company details as prompted in the below fields
Please note: For our international users please enter in your country first as this will pre-populate information (state) and formats (phone) that a relevant to your country
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- Remember to click on Save before leaving this page.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.