Profile Settings

Track your profile completeness with the visual progress indicator:

• Percentage shown: "75% Complete"
• Progress bar visualization
• Colored green when 100%
• Located at top of profile settings

• Business name (required)
• Bio/description
• Profile photo
• At least 3 services selected
• Phone number
• Location/address
• At least 1 portfolio photo
• License information
• Insurance information
• Payment methods

• Each completed section adds ~10%
• Required fields weighted more
• Photos count as bonus

• Complete profiles rank higher
• Clients trust complete profiles
• All info available when needed
• Professional appearance

• Indicated with warning icons
• "Complete this section" prompts
• Click to jump to section
• Easy to see what's missing

Add a professional photo or logo:

• Minimum size: 200x200 pixels
• Recommended: 400x400 pixels (square)
• Formats: JPG, PNG
• Max file size: 5MB

Uploading Process: 1. Click on the photo placeholder or "Upload Photo" 2. Select image from your device 3. Crop/adjust if needed 4. Photo saves automatically

• Square crop enforced
• Drag to reposition
• Pinch/scroll to zoom
• Preview before saving

• Company logo (preferred for businesses)
• Professional headshot (for solo contractors)
• High-quality, well-lit image
• Avoid blurry or pixelated images

• Shows next to business name
• Appears on public profile
• Included on quotes you send
• Used in notifications/emails

• Click current photo to replace
• Old photo replaced immediately
• Can delete to show placeholder

• Shows generic avatar/placeholder
• Profile appears less professional
• Prompts to upload photo

The Business Information section:

• Your company name on quotes
• What clients see prominently
• Can be updated anytime
• Example: "Smith Plumbing & Heating"

• Your custom quotrpro.com/yourname link
• Choose a memorable, professional slug
• Examples: /smithplumbing, /acme-builders
• Used for sharing your profile

• 2-3 sentences about your business
• Highlight your experience
• Mention service area
• Use templates or write your own

• Phone number (formatted automatically)
• Email address
• Physical address/location
• Business hours (optional)

• Changes save automatically
• No "Save" button needed
• "Saved" indicator appears briefly
• Works across all fields

Quickly create a professional bio using templates:

• Click "Use Template" button in bio section
• Modal opens with template options
• Preview each template before selecting

• General Contractor
• Specialty Trade (Plumber, Electrician, etc.)
• Renovation Specialist
• New Construction
• Handyman Services

• Years of experience placeholder
• Service area placeholder
• Specialty mention
• Trust-building language

Example Template: "With [X] years of experience serving [City/Area], [Business Name] delivers quality [service type] at competitive prices. We're fully licensed and insured, and take pride in our attention to detail."

Customizing Templates: 1. Select a template that fits 2. Template text fills the bio field 3. Replace [placeholders] with your info 4. Edit any text to personalize 5. Auto-saves when done

• Can also write from scratch
• No template required
• Keep it 2-4 sentences
• Focus on your strengths

Customize your public profile URL:

• quotrpro.com/[your-slug]
• Example: quotrpro.com/smithplumbing

• Use your business name
• Keep it short and memorable
• Lowercase letters only
• Hyphens allowed (no spaces)
• No special characters

• /smithplumbing
• /acme-construction
• /john-doe-electric
• /abc-renovations

• /smith's_plumbing (apostrophe, underscore)
• /mycompany123456 (too long, random numbers)
• /ALLCAPS (use lowercase)

• You can change your slug ONCE
• After changing, it locks permanently
• Choose carefully!
• Contact support if needed

• Initial slug may be auto-generated
• You get one free change
• After use, shows "Slug is locked"
• Prevents confusion with links

• Prevents broken links
• Clients may have saved your URL
• Ensures consistency
• Professional practice

Select the services you provide:

Preset Service Categories:

• Kitchen Remodel
• Bathroom Remodel
• Cabinet Installation
• Countertop Installation

• Hardwood Flooring
• Tile Installation
• Carpet Installation
• Vinyl/LVP Flooring

• Roofing
• Siding
• Deck Building
• Fence Installation

• Interior Painting
• Exterior Painting
• Cabinet Painting
• Staining

• Electrical Work
• Plumbing
• HVAC
• Water Heater Installation

• General Contracting
• Handyman Services
• Drywall
• Framing

• Click checkboxes to select
• Selected services show checkmark
• Can select multiple categories
• Click again to deselect

Add specialized services not on the preset list:

Adding Custom Services: 1. Scroll to bottom of services section 2. Find "Add Custom Service" input 3. Type your service name 4. Press Enter or click Add 5. Service appears in your list

• Historic Home Restoration
• Smart Home Installation
• Green Building
• ADU Construction
• Pool Installation
• Solar Panel Installation

• Custom services appear with selections
• Shown on public profile
• Same styling as preset services
• Can be removed anytime

• Use clear, professional names
• Avoid abbreviations
• Be specific about specialty
• Limit to 3-5 custom services

• Click X or trash icon
• Confirmation may be required
• Removal is immediate
• Can re-add anytime

Manage how services display on your profile:

• First 6-8 services shown
• Most relevant displayed
• Clean, uncluttered appearance

• Appears when you have 8+ services
• Text: "Show more" or "+X more"
• Clients click to see full list
• Expands to show all

• Collapsed: Preview of main services
• Expanded: Full list visible
• Toggle back with "Show less"
• Smooth animation

• Drag to reorder services
• Most important at top
• Top services show in collapsed view
• Order affects visibility

• Too many services = overwhelming
• Focused list = expertise signal
• Clients scan quickly
• Most important visible first

Configure the payment methods you accept:

Available Payment Methods:

• Visa, Mastercard, Amex, Discover
• Processed securely through Stripe
• 2.9% + $0.30 processing fee
• Instant deposit to your bank

• Direct bank-to-bank payment
• Lower fees than cards (~0.8%)
• Takes 3-5 business days
• Best for large amounts

• Client pays via PayPal account
• You receive to your PayPal
• Familiar for many clients
• Mobile-friendly

• Popular mobile payment
• Quick transfers
• Casual/friendly vibe
• Good for smaller amounts

• Another mobile option
• $Cashtag displayed
• Instant to Cash App balance
• Popular with younger clients

• Bank-to-bank transfers
• No fees
• Fast (usually minutes)
• Requires client's bank support

• In-person payments
• No fees
• Manual tracking needed
• "Cash" displayed as option

• Traditional paper checks
• Mail or in-person
• Takes time to clear
• Full control

• Toggle on/off for each
• Only enabled methods show to clients
• Can enable multiple
• Cards + ACH recommended minimum

Set your default payment schedule:

Preset Schedules:

• 50% deposit at signing
• 50% at completion
• Most common option

• 33% deposit at signing
• 33% mid-project
• 34% at completion

• 100% at signing
• For smaller jobs
• Maximum security

• 0% deposit
• 100% at completion
• Higher risk for contractor

• Create your own milestones
• Add any number of payments
• Set percentage for each
• Name each milestone

Setting Defaults: 1. Go to Profile > Payment Terms 2. Select preset or customize 3. These become defaults for new quotes 4. Can override per-quote

• Each quote can have different terms
• Edit in quote creation
• Client sees final terms
• Defaults just save time

Manage your work portfolio:

• Click "Add Photos" button
• Select multiple files at once
• Drag and drop also works
• Supported: JPG, PNG (max 10MB each)

• Photos optimized automatically
• Thumbnails generated
• Progress shown during upload
• Error shown if upload fails

• Add project name/description
• Mark as "Before" or "After"
• Set as featured photo
• Add tags (optional)

• Drag photos to reorder
• First photo is featured
• Order affects profile display
• Changes save automatically

• Click star icon to feature
• Featured photos show first
• Highlighted in gallery
• Good for best work

• Click trash icon on photo
• Confirmation required
• Deletion is permanent
• Cannot undo

• Upload 10-20 quality photos
• Include before/after pairs
• Show variety of work
• Update regularly with new projects

Add your credentials to build trust:

• Contractor license number
• State/jurisdiction
• License type (if applicable)
• Expiration date

• "Licensed" badge appears on profile
• License number visible (optional)
• Builds client confidence
• Required in some states

• General liability insurance
• Insurance company name
• Policy number (optional)
• Coverage amount (optional)

• If you're bonded, indicate here
• Bond amount (optional)
• Shows financial responsibility

• Clients check credentials
• Required for many jobs
• Protects you and client
• Differentiates from unlicensed

Setting Up: 1. Go to Profile > Protection Info 2. Enter license number 3. Add insurance details 4. Toggle public display 5. Badges appear automatically

• Badges show on profile
• Appear on quotes
• Build instant trust
• Professional image

Actions trigger toast notifications:

• "Changes saved" - After any update
• "Photo uploaded" - After adding photo
• "Photo deleted" - After removing photo
• "Profile updated" - After major changes

• Bottom-right corner
• Auto-dismisses after 3 seconds
• Can click X to dismiss early
• Color indicates type

• Success (green): Update successful
• Error (red): Something went wrong
• Warning (orange): Needs attention
• Info (blue): General info

• If save fails, error toast appears
• Try again after error
• Check connection if persistent
• Contact support for help

• Brief "Saving..." indicator
• "Saved" on success
• Error message if failed
• Retry automatically

Preview your profile before it goes live:

• Click "View Public Profile"
• Opens in new tab
• See exactly what clients see
• Test on mobile too

• All information correct
• Photos displaying properly
• Services listed accurately
• Contact info working
• Links functional

• Changes publish automatically
• No separate "publish" action
• Live immediately after save
• Can update anytime

• Click your profile link
• Try contact buttons
• View photo gallery
• Check mobile layout

• Copy your profile URL
• Share on social media
• Add to business cards
• Include in email signature

• Public by default
• Anyone with link can view
• No login required for visitors
• Google may index (SEO benefit)