Filling out your company details
Written By Ignacio
Last updated 2 days ago
Every estimate, invoice, receipt and automated email Flyra sends carries your business name, logo, address and phone. Until you fill this page in, they go out blank. It takes about three minutes and it's the first thing to do in a new account.
It's also a gate. The business phone number you claim in the next article stays locked until this page is filled in and saved, so there's no skipping ahead.
Along the way you'll set country, currency, language and timezone. Those quietly control a lot: the currency symbol on every dollar figure, which tax fields you get, and what time a job booked for "9:00 AM" actually happens.
Before you start
Have these handy:
- Your logo as a PNG or JPG
- The email address and phone number you want customers replying to
- Your shop or office address
- Your EIN, if you have one
Our example business throughout this course is Sample Shine Window Co in Springfield, Illinois. Swap in your own details as you go.
1. Open Settings
Click the gear icon at the bottom of the left sidebar. Every setup screen in Flyra lives behind it.
2. Go to the Organization tab
Settings opens on Profile, which is about you personally: your name, your password, your login. Organization is the second tab and it's about the business.
That distinction trips people up when they're the only person in the account. Profile is you. Organization is the company customers see.
3. Get your bearings
The page stacks several cards. On a fresh account every one of them is empty:
- Business Details (left) is your name, logo, contact info, address, tax number, country, language and timezone. That's this article.
- Business Hours & Scheduling (right) sets the days and hours customers can book into.
- Reviews (right) holds your review link and the rules for when Flyra asks for one.
- Phone Number, below, is where you claim your Flyra line. Locked until you save this page.
- Tax Configuration, Lead Sources, Payment Methods and Objections sit at the bottom, each with its own article.
4. Add your logo
Click Add logo and pick a file. PNG or JPG both work.
This logo prints at the top of every estimate, invoice and receipt, and shows in customer emails and the client portal. A wide, horizontal logo reads better than a tall square one because of the space it sits in.
5 to 8. Name, website, email and phone
Four fields, top to bottom. An asterisk means required.
5. Business Name is required. Type it exactly how customers should read it on paperwork, including "LLC" or "Inc" if you use them. Flyra also drops this name into automated texts and emails, so "Sample Shine Window Co" is what a customer sees in a reminder.
6. Website is optional. Type sampleshine.co without the https://. Flyra adds it on save, which is why the field reads https://sampleshine.co afterwards.
7. Email is required. This is the reply-to on customer emails, so use a mailbox someone actually watches. A personal address you check twice a month will cost you jobs.
8. Phone is required. Put your existing business line here, the one you already answer. It prints on documents so customers can call you directly.
9 to 13. Your address
9. Street Address suggests real addresses as you type. Click a suggestion to fill the whole block at once, or press Escape to dismiss the list and keep typing by hand. Flyra plans routes from this address, so use your actual shop or office, not a mailbox across town.
10. Unit / Suite / Apt is optional.
11. City, 12. State and 13. Zip Code share one row. The two-letter state code is fine.
14. Tax number
Tax Number is your EIN. Flyra prints the expected format right above the box, "U.S. EIN format: XX-XXXXXXX", and caps the field at that length so you can't overrun it.
Leave it blank if you don't have one yet. Nothing breaks, the line just doesn't print on invoices.
Switch your country to Canada or Australia and this section grows a Tax Account Type dropdown above the number, because those countries have several kinds of government number. Canada offers Business Number (BN), GST/HST (RT), Payroll (RP), Corporate Income Tax (RC) and Import/Export (RM). The US has only the one, so there's no dropdown.
15 and 16. Country and language
15. Country is three buttons: United States ($), Canada (C$) and Australia (A$). The selected one turns blue with a check. Your pick drives your currency symbol, the address suggestions you get, the tax fields above, and the cities in the timezone list below.
Set this before you send anyone money paperwork. Switching later changes the currency on new documents and leaves old ones alone, which gets confusing fast.
16. Language is English or Français. It sets the language of customer-facing documents and automated emails, not the language of the app you're looking at.
17. Timezone
A scrolling list of cities, each with its time zone spelled out. Scroll to yours and click it. The selected row turns blue with a check on the right. Sample Shine is in Springfield, Illinois, so we picked Chicago (Central Time).
This one has teeth. Job times, appointment reminders, automation timing and every date range in Reports read from this setting. Get it wrong and a job you booked for 9:00 AM lands on a technician's phone at a different hour.
18. Save
Save sits at the top right, above the cards. It stays greyed out until you change something, so if it looks dead you haven't edited anything yet.
Nothing on this page saves on its own. Navigate away without clicking Save and you lose all of it.
What it looks like when it's done
Reload and your details are sitting in the fields. Flyra normalized the website to https://sampleshine.co on save.
Scroll down and your country carries a blue check with your timezone row highlighted.
Tips and gotchas
- Save is per page, not per field. Change five things and click Save once. Change one thing and wander off, and you changed nothing.
- Claiming a Flyra number overwrites the Phone field. When you claim your business line in the next step, Flyra replaces what you typed in Phone with the new number. If you want your old line printed on paperwork instead, come back here and type it again after claiming.
- Editing these details doesn't rewrite history. Invoices and estimates you already sent keep the name, logo and address they had at send time. Only new documents pick up changes.
- The email is a reply-to, not a mailbox Flyra owns. Replies land wherever that address already lives.
- The address feeds route planning. If routes start from the wrong place, check this field first.
- Timezone changes apply going forward. Jobs already on the calendar keep the wall-clock time you gave them.
- Country changes reshape the form. If the tax fields or timezone cities look wrong, check your country selection before anything else.