Can I change my organization name?

Yes, organization owners can update the name at any time from the settings page. The new name will appear across the app, on invoices, and in reports. Note that previously generated documents will retain the old name.

How do I add a new branch?

Go to Settings > Branches and click 'Add Branch'. Enter the branch name, location, and contact info. The branch becomes available immediately for vehicle assignments, deals, and team access. Make sure your plan supports additional branches.

What happens when I deactivate a branch?

Deactivating a branch removes it from the branch selector and prevents new vehicles or deals from being assigned to it. Existing data (vehicles, deals, history) is preserved and still accessible in reports. You can reactivate a branch at any time.

Organization Settings

Branding

Upload your organization's logo and set your business name. The logo appears on invoices, reports, and the app header. Recommended logo size is 200x200 pixels in PNG or SVG format. The business name is used in all generated documents.

Branch Management

Add, edit, or deactivate branches. Each branch has a name, location, and optional contact details. The number of branches you can create depends on your plan tier. Deactivating a branch hides it from active views but preserves all historical data.

Compliance Fields

Set organization-wide record fields such as CR number and VAT number. They appear on invoices and documents; keep them accurate and have your adviser confirm which identifiers and wording your business requires.

Common questions

Can I change my organization name?: Yes, organization owners can update the name at any time from the settings page. The new name will appear across the app, on invoices, and in reports. Note that previously generated documents will retain the old name.
How do I add a new branch?: Go to Settings > Branches and click 'Add Branch'. Enter the branch name, location, and contact info. The branch becomes available immediately for vehicle assignments, deals, and team access. Make sure your plan supports additional branches.
What happens when I deactivate a branch?: Deactivating a branch removes it from the branch selector and prevents new vehicles or deals from being assigned to it. Existing data (vehicles, deals, history) is preserved and still accessible in reports. You can reactivate a branch at any time.