How to Set Up Your Company Profile

When you first open MobileBiz Pro, a default company is already created for you. All you need to do is fill in your business details — it takes about two minutes.

What You'll Need

Before you start: Open MobileBiz Pro and make sure you're on the Dashboard (the main home screen).

Steps

  1. Swipe from the left edge of the screen to open the navigation menu, then tap Settings under the TOOLS section.

    Navigation menu open showing TOOLS section with Settings option

  2. Tap "Company name & address" at the top of the Settings screen.

    Settings screen with Company name and address at the top

  3. Fill in your business details. Only Company name is required — the rest is strongly recommended so your invoices look complete.

    FieldNotes
    Company nameRequired. Appears on all invoices and documents.
    AddressYour business address, shown on invoices.
    PhoneContact number for your customers.
    EmailUsed as the default CC address when emailing invoices.
    WebsiteDisplayed on printed documents.
    SloganOptional tagline shown under your company name.

    Company name and address screen with fields filled in

  4. Tap the checkmark (Save) in the top action bar to save your changes.

    Save checkmark in the action bar

Good to Know

  • You can come back and edit these details any time from Settings > Company name & address.
  • Your company email is automatically used as the CC address when you email invoices — no extra setup needed.
  • If you run multiple businesses, you can add additional companies later. Go to Settings > Manage companies to set that up.
  • Changes to your company profile apply to new documents only — existing invoices keep the information they were created with.

Still stuck? Contact Support for help.