Business Details & Branding
Organization info, logo, address, tax information, and currency settings that appear on quotes and invoices
What You'll Learn
- Set your business type and service categories
- Update organization name and subdomain
- Upload your logo for PDFs and emails
- Configure your business address
- Add tax information (EIN, VAT, GST)
- Set your default currency
Important: Your business details appear on every quote and invoice you send. Take time to fill these out completely — they make your documents look professional.
Business Context
Tell WorkCentral about your business so AI features can generate more relevant quotes and project estimates. Only the organization owner can change these settings.
Business Type
Select the category that best describes your business:
Service Categories
Select all that apply to the services you offer:
AI context: Your business type and service categories are passed to the AI when generating quotes. The more accurately you fill these in, the better your AI-generated quotes will be.
Organization Information
Core details about your organization. Only the owner can update these fields.
| Field | Details |
|---|---|
| Organization Name | Your business name as it appears on quotes and invoices (required) |
| Subdomain | Your URL slug — displays as slug.workcentral.app |
| Website | Your business website URL (optional) |
| Company Size | Just me, 2–3 people, Small Team (4–10), Growing Business (10+) |
Coming Soon: The subdomain feature is auto-generated from your organization name and will be available for client-facing pages in a future update.
Organization Logo
Upload your logo to brand your quotes, invoices, and email communications.
Supported Formats
Maximum file size: 5 MB
Auto Processing
Raster images (JPEG, PNG, GIF) are automatically resized to a maximum of 400 × 200 pixels while maintaining aspect ratio.
SVG files are stored as-is.
| Plan | Logo Usage |
|---|---|
| Free | PDF documents only (quotes & invoices) |
| Professional / Business | PDF documents AND email communications |
Business Address
Your business address appears on quotes and invoices. The form adapts its field labels based on the country you select.
| Field | Details |
|---|---|
| Country | Select from 10 supported countries (required) |
| Address Line 1 | Street address (required) |
| Address Line 2 | Suite, unit, floor, etc. (optional) |
| City | City or town (required) |
| State / Province / Region | Label changes by country (required) |
| Postal / ZIP Code | Label changes by country (required) |
Supported Countries
Smart labels: Form labels update automatically based on your country. For example, US shows "State" and "ZIP Code," while GB shows "County" and "Post Code."
Tax Information
Add your tax identification number so it appears on invoices. Both fields are optional.
| Field | Details |
|---|---|
| Tax ID / VAT Number | Your business tax identification number (optional, max 50 characters) |
| Tax ID Type | EIN (US), VAT Number (EU), GST Number (Canada/Australia), or Other |
Default Currency
Set the currency used across your quotes, invoices, and financial reports.
USD
US Dollar
CAD
Canadian Dollar
GBP
British Pound
AUD
Australian Dollar
NZD
NZ Dollar
EUR
Euro
Note: When you change the organization currency, your personal currency setting is automatically synced to match.
Professional Documents, Every Time
With your business details complete, every quote and invoice will include:
- Your business name and logo
- Complete business address
- Tax identification (if provided)
- Consistent currency formatting