Creating Business Profiles
Set up company identities for branding and rate sheets.
Your invoice is the last thing a carrier or TPA sees from you on a file. If the logo is a stretched JPEG, the address is a P.O. box on one line and your cell on the next, and the layout looks like it came out of Word 2007, the bill reviewer subconsciously discounts you before they even read the line items. Professional documents get paid faster and questioned less.
Business profiles are the place where your branding (logo, address, contact info, license number) and your rates live together. Set it up once and every document you generate going forward carries that identity. No more hunting down the logo file, no more remembering whether your TWIA-certified appraiser license number is on the latest invoice template.
Every appraiser needs at least one. Appraisers who DBA under multiple names, or who have a different rate for direct insured work than carrier work, need more than one.
When to Use Multiple Profiles
- Operating under multiple business names
- Different rate structures for different clients
- Separate branding for different regions
- DBA (Doing Business As) arrangements
Creating a Profile
Go to Settings → Business Profiles
Navigate to business profile management.
Click "New Profile"
Opens the creation form.
Enter Company Details
Name, address, phone, email, license info.
Upload Logo
Add your company logo for documents.
Configure Rate Sheet
Set hourly rate, travel percentage, mileage rate.
Save
Profile is ready to use.