Professional profile
Last reviewed:
Go to Settings → Business → Professional Profile. Add your license number, insurance provider, policy number, and expiry date.
Your license and insurance details appear on invoices, quotes, and proposals. The expiry date is not printed on them, and they keep showing the policy after it expires, so update it when you renew. On the Crew and Boss plans, the AI receptionist uses the expiry date so it doesn't tell callers an expired policy is active.