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Company Setup Walkthrough

Watch this step-by-step video tutorial to get your Procured company fully configured in under 5 minutes.

What You'll Learn​

  • Creating your company profile
  • Adding your business address and logo
  • Setting up your default timezone and currency
  • Configuring tax rates
  • Inviting your first team members

Video Tutorial​

Watch the full walkthrough above, or follow the written steps below.

Step-by-Step Guide​

1. Company Profile​

After signing up, navigate to Settings > Company. Fill in your company name, phone number, and website. This information appears on all quotes and invoices you send to customers.

2. Business Address​

Add your primary business address. This is used as the default "from" address on documents and helps with routing and scheduling.

3. Logo Upload​

Upload your company logo in PNG or SVG format. It will be displayed on quotes, invoices, and customer-facing emails.

4. Tax Configuration​

Go to Settings > Taxes to configure your tax rates. You can set up multiple tax rates for different regions or service types.

5. Team Invitations​

Finally, invite your team members from Settings > Team. Assign roles to control what each person can see and do.

Next Steps​

Once your company is set up, learn how to create your first quote.