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Account Setup

Once you've installed Sortinal and created your account, set up your business so your quotes and invoices look professional from day one.

Create a business

After your first sign-in, Sortinal asks you to create a business. You'll need:

  • Business name — your trading or registered name
  • ABN — shown on invoices and quotes
  • ARC licence number — your refrigerant handling licence
  • Phone & email — your business contact details
  • Address — your business or postal address

All of this appears on your generated documents. You can change it later in Settings → Business Profile.

Set up quoting defaults

Head to Settings → Quote Defaults to configure:

  • Quote numbering — prefix and starting number (e.g. QTE-001)
  • Expiry period — how many days before a quote expires
  • Terms & conditions — your standard T&Cs, printed on every quote
  • Warranty terms — warranty text for the equipment and labour

Configure pricing

Go to Settings → Equipment & Pricing to set up:

  • Profit margins — default markup on equipment and materials
  • Labour rates — per-hour rates for your team
  • Installation extras — trunking, electrical, pipe coils, mounting brackets
  • Electrical settings — isolator pricing, cable rates

Invite staff

If you have a team, go to Settings → Staff & Labour Costs:

  1. Tap + Add Staff Member.
  2. Enter their name, email, and hourly rate.
  3. Choose their role — Admin, Technician, or custom.
  4. Set permissions — control what they can see and do (jobs, quotes, invoices, stock, etc.).
  5. They'll receive an email invite to join your business in Sortinal.

Owners and Admins see everything by default. Technicians see only what you allow.

Next steps