Your business details

Your organization is your business inside SMG Tools. It owns every client, job, invoice and expense — and its profile is what your clients actually see on the documents you send them.

Fill in your profile

Under Organization → Business Details, set:

• Business name.
• Logo.
• Contact details — phone, email, address.

Your hours of operation and the service categories you work in are on Organization → Where you work.

These are not decoration. Your name and logo head every invoice, proposal, report and email your clients receive, and your contact email is where their replies go. A business that has not filled this in sends documents that look unfinished.

Your address is also used as the starting point for mileage and for judging how far away a job is.

Know what an organization is

Your business is the boundary around all of your data. Every record belongs to it, and nothing crosses from one business to another.

It is created once, when you register, and your account belongs to it from that moment. There is no step where you pick an organization or get moved between them.

Where the rest of the settings live

The organization settings area holds what configures the business itself:

• Business Details, Team, Where you work and Phone number — who you are, who works with you, where you take work, and the number your phone assistant answers. What SMG Tools talks to — webhooks, API keys, your bank — is set up on each connection’s own page under Tools.
• Your data, Storage and Import & export — everything you have recorded, the space it takes, and getting it in and out. Change history is here too, for whoever may see it.
• Payments, Sales tax and Texting — how you are paid, the tax rates you charge, and whether you text clients and from which number. Your bank, like every connection, is set up on its own page under Tools.
• Job types, Labor rates and Contract sections — what the work is, what it costs and what you charge.

A few of these are settings several tools rely on, kept once for the whole business:

• Texting is whether the business texts clients at all, and the number it texts from. Each tool that can text — reminders, the on-my-way text, the share prompt — has its own also by text on its own page, and it sends only while texting is on here.
• Where you work is what you do, when and where: your Service categories and Hours of operation, the towns customers see — the Service areas on your public page and in the directory — and, privately, the Service zones that say whether a job or a booking is in range. The directory listing, the public page and online booking show it on their pages, marked Part of your business, with a link here.
• Business Details holds your review link — where a paid-in-full receipt and the review request send a client.

A tool’s own settings are on the tool’s page under Tools — Client Reminders, Online Booking with its bookable services, Checklists, Measurements, Compliance and the rest — because they only matter if you use the tool. Choose the tool’s card, or Settings on it. A settings address saved from before still works: it opens the tool’s page. See Change a tool’s settings.

Business Details, Team, Phone number, Payments and Your data are the owner’s. A manager’s menu leaves them out, and Organization opens the first page a manager may use.

The settings navigation groups the business’s pages the way you would look for them — Business, Your data, Money, and Work & pricing — with Tools at the end. Sections fold away; the one holding the page you are on stays open, and the ones you opened are remembered for next time.