Set up your shop profile and tax rate

Add your address and contact details#Link to the section “Add your address and contact details”

1. In the sidebar, open Shop Settings. It opens on the Shop Profile tab.
2. Under Shop Address, fill in Address line 1, City, State / Province and Postal Code. Fix the Shop name here too if it isn’t right. Select Update Address.
3. Open Phone & Email. Enter your Business Phone as a full 10-digit number, then your Business Email and Business Website if you have them. Select Update Contact Info.

Upload your logo#Link to the section “Upload your logo”

1. Open Shop Logo and select Choose files to upload.
2. Pick a JPG or PNG under 2 MB. It saves as soon as it uploads, with no separate save button.

Your logo prints on estimates and invoices.

Set your sales tax rate#Link to the section “Set your sales tax rate”

1. Open the WO Settings tab, then Taxes.
2. Enter your Sales Tax Rate.
3. Choose what gets taxed: Charge tax on labor, Charge tax on parts and Charge tax on fees.
4. If your state caps sales tax, enter the amount in Cap ($). Leave it empty for no cap.
5. Select Save Tax Rates.

RVDesk doesn’t calculate tire tax yet, so tires are charged sales tax like any other part.