Profile - PlanUpPro

Contact & Location

Email

Phone

Street Address

City

State / Province

ZIP / Postal Code

Country

Quote Defaults

Quote Valid For (days)

Payment Terms

Tax Rate (%) Set to 0 for no tax. e.g. 8.25, 21, 6.5

Tax Name How tax appears on your quotes

Default Terms & Conditions

Your Terms & Conditions Type your terms exactly as they should appear on quotes and change orders. Each line break is preserved. Most contractors use a numbered list (1., 2., 3.) — but the format is up to you. Leave empty to let AI generate Terms & Conditions automatically for each quote.

Voice Input

Transcription Language Language used when transcribing voice notes for quotes, invoices, and change orders. Default is English.

Payment Details

These details appear on your invoices so clients know how to pay you. Only filled fields will be shown.

Bank Name

Account Number / IBAN US account number or IBAN for international transfers

Routing Number / SWIFT / BIC US routing number (9 digits) or SWIFT/BIC for international

PayPal Email

Venmo Handle

Zelle (Email or Phone)

Quote Template

Choose how your quotes and exported documents look.

Classic

Clean and professional

Bold

Modern and striking

Minimal

Simple and elegant

Company Profile