Setting Up Your Account takes less than 10 minutes and really has to be completed in order to use all the great features of BM.

When you first create your BM account it is almost empty, since we only know your name, email and mobile phone number. 

Every time you login you will be directed to your Account page if your account is less than 80% complete. If you want to access your Account page to edit your change details you can access it by the menu Admin > Account Settings.

Pretty much every field in the Account Details panel should be completed. This data is used to populate generic information on your Estimates, Invoices and other areas of the system. If you don't complete this info your PDFs will be incomplete when sending.

The Invoice/Quote Details panel should be completed and updated. In the big box with Quote Terms you should replace the word COMPLETE with information about your business, this is the standard Terms that appear on your Estimates/Quotes. You can also upload your logo here (if you have one) and these logos will appear on the PDF Quotes and Invoices you prepare. 

The Other panel for Xero sync'ing can be left for now. Just be sure to Save your record and you are now ready to start.