Set up your organisation

Open Settings from the profile popout, then Organisation. These details flow into your documents and calculations, so it is worth setting them once at the start. Organisation settings need the admin role or above.

Identity and branding

• Name and address: shown on quote PDFs, emails and the acceptance portal.
• Logo: PNG, JPEG or WebP up to 1 MB. Used on PDFs, emails and the portal, subject to your plan branding.
• Brand colour: an optional accent for your documents and portal. Kabaido guards the contrast so text stays readable whatever colour you pick.

Money and tax

• Currency: the organisation currency used across quotes, orders and the catalogue.
• VAT number and VAT rate: the rate applied to quote and order totals. Lines can be marked VAT exempt individually.

Numbering

Quotes, orders and service serials each carry a prefix you control, with the running numbers managed for you. The serial prefix defaults to letters drawn from your organisation name and is set once, because printed dockets refer to it.

Behaviour

• Default terms: the standard terms text that appears on quotes, editable per quote.
• Inspection delta: the percentage a recalculated service price may move from the quoted price before the item is routed to the customer for approval. See the work list and inspection in Servicing.

Why set this up first

None of it is exciting and all of it is load-bearing. The VAT rate decides whether a total is right. The numbering prefix appears on every document a customer files. The serial prefix is printed on physical dockets that will be in circulation for years, which is why it is set once rather than left editable. The inspection delta silently decides how often you interrupt a customer to confirm a price.

Ten minutes here removes a class of problem that is genuinely awkward to fix later, because by then the wrong value is on documents somebody else is holding.

Danger zone

The owner can delete the organisation with a typed confirmation. Deletion is permanent, so export your data first. See data export and deletion in Security.