Need to upload a profile pic, add your company logo, or remove someone from your team? You can do all of this in your Settings at buildbook.co/settings.
Accessing your account settings
To get to your settings, first, click on your avatar in the top right corner of BuildBook, this is usually your profile photo or initials:
You'll be taken to your Settings where you can manage all of your information like your Account settings, Company settings, and Projects:
Click on any of the blue links to be directed to those specific settings!
Manage your personal account information along with your Notification Settings. These settings are specific to your account and used for important BuildBook account communications. You can add a Profile Picture, change your name on the account and change your email using My Account Settings or adjust how you're notified about things using My Notification Settings.
Update primary information about your business including your company name, logo, username, and address. This is displayed next to your name when you post messages, or on your public page. We highly recommend providing a physical address for Search Engine Optimization, or SEO. Adding an address greatly improves your SEO and allows Google to help potential customers search online for your services in your area to find you.
Add or remove team members
Invite team members to your account. You can choose whether team members are invited at an Admin level (with access to everything except billing info) or Member level (with access to Projects, Collections, and Contacts only). Pro Team members are likely employees or trusted confidants of your company.
Manage your plan
Check what plan you’re currently on, make changes to your plan, or see how many days are remaining in your trial. This is where your billing information is managed as well.
Manage your team's Financials settings! Currently, you can manage things like your Price Book, Cost Codes, and Invoice settings but as we grow, more financial settings will be added here.
Adjust or manage your Estimate's default settings. This is where you can add things like your Cover Image and Company info that appears on the Estimate, Scope of Work, and Contract. Additionally, you can adjust those settings on an Estimate in Company Info at the very bottom:
You can adjust your Custom Task Statuses here! Add, remove, or move any of the statuses that you use for your Tasks! To learn a little bit more about creating or adjusting those statuses, head to Managing Tasks - How to Customize your Task Workflow.