Setting up your workspace
Branding, region, currency, and labor rates — the workspace settings that quietly show up on every quote, invoice, and scope you ever generate.
- • You're signed in as the workspace Owner (other roles can't change branding or labor rates)
BuiltUp's workspace settings are easy to ignore because they don't *feel* urgent — but they touch everything. Your logo and brand colour show up on every quote PDF and the client portal. Your country and currency drive AI scope pricing. Your labor rates power every estimate. Spend ten minutes getting these right now and you won't have to think about them again.
Find Settings → Workspace
Click your avatar in the top right of the dashboard, then Settings. The Settings page is a row of tabs running across the top:
- My Profile — your personal name, phone, photo
- Workspace — company name, address, logo, brand colour
- Labor Roles — the day rates BuiltUp uses to estimate jobs
- Templates / Policy Templates — reusable scope and T&Cs snippets
- Team — invite teammates and set permissions
- Integrations — Xero, QuickBooks, Stripe, BuiltClip
- Subscription — your plan tier and seat count
Most of what you'll do in this guide lives in Workspace and Labor Roles.
Add your company details and logo
On the Workspace tab:
- Company name — what shows on quote and invoice headers
- Address — registered address; printed on the footer of every PDF
- Logo — square PNG or JPG; used on quotes, invoices, and the client portal
- Brand colour — the accent colour applied to your client-facing documents
This is also where you set your country and currency. Both matter: country drives the regional pricing intelligence the AI uses (London prices vs New York vs Sydney), and currency is what every monetary value in BuiltUp gets stored and displayed in.
Workspace
Build your labor roles list
Open the Labor Roles tab. This is the trades-and-rates table BuiltUp uses for every estimate. You can add as many roles as you need — typical setups have 10 to 30.
For each role:
- Name — e.g. "Carpenter (2nd fix)", "Electrician (1st fix)", "Project Manager"
- Rate — usually a day rate; hourly works too
- Rate type — DAILY, HOURLY, or FIXED
Two tips that save pain later:
- Be specific. "Carpenter (1st fix)" and "Carpenter (2nd fix)" charge differently and live in different parts of the schedule. The AI will respect your distinctions.
- Use day rates unless you have a strong reason not to. Day rates match how subbies actually quote and how the AI scope generator thinks. Mixing hourly and daily makes profitability reports harder to read.
Labor Roles
Pre-load templates (optional, big payoff)
If you do similar work repeatedly — bathroom refurbs, kitchen extensions, HMO conversions — open Templates and save your typical scopes as templates. Then on any new project's Estimate tab you can hit Template instead of AI Assist and load the whole thing in one click.
You can also save Policy Templates under the same menu — your standard payment terms, warranties, and T&C blurbs. They get attached to quotes and invoices automatically.
Connect Xero or QuickBooks (when you're ready)
If you use Xero or QuickBooks Online for accounting, jump to the Integrations tab and connect them. Once connected, every invoice you send from BuiltUp syncs into your accounting package automatically — clients, line items, payments, the lot.
You don't need to do this on day one. But it's the single biggest time-saver in BuiltUp once you have a few jobs running, so make a note to come back when invoicing starts feeling like data entry.
You're set up. Brand, region, currency, labor rates — everything BuiltUp needs to make your quotes look like *your* business and your estimates match how *you* price work. Next: bring your team in.
Inviting your team
Add teammates, choose the right permission level for each, and understand what Owner, Manager, Estimator, and Viewer can each see and do.
More in Getting started
Quick start: a 10-minute tour of BuiltUp
Land in BuiltUp, find your way around the dashboard, create your first project, and generate a scope from a set of plans — all in about ten minutes.
Inviting your team
Add teammates, choose the right permission level for each, and understand what Owner, Manager, Estimator, and Viewer can each see and do.