How to set your company details
Settings holds seven sections and no more. The first of them, Company, is the set of details that end up printed on documents your clients read, so it is worth ten minutes on the day you sign up.
On this page
Settings has no action buttons, no stats and no search: just a rail of sections down the left, subtitled "Your business, your account and how CleanFlo works for you". On a narrow screen that rail collapses to the always-visible essentials, with a More sections disclosure revealing the rest.
- Company is first: the details every client sees.
- Company
- Your business details, shown on invoices, quotes and everything a client receives. What this article is about.
- Money
- Currency and VAT. Bank details, the pay link and invoice numbering live in Invoicing settings.
- Clients & portal
- What a client sees on their portal, your public quote form and your referral offer.
- Team & time
- How your team message each other, paid breaks and when the holiday year starts.
- Safety & scheduling
- Lone-worker checks, late-start alerts, risk assessment sign-off and your written policy.
- Branding and Modules
- Open their own pages: your logo, colour and words; and the parts of CleanFlo you switch off.
- My account, Sign-in & security, Notifications
- Your own name and login email, your password, and which alerts reach you.
- Plan & billing, Export data, Import data, Privacy & closure
- Your subscription, spreadsheets out and in, your legal documents, data requests and closing the account.
Each section has its own address, so /settings?tab=billing is a link you can bookmark. Arrow keys move between them when the rail has focus. A supervisor reaches Settings for their own account and their own notification preferences and nothing else, Company, Modules, Billing, Data Export and Data Import are all owner-only, and the rail simply does not offer them.
The Company tab, field by field
The section is headed Company details and its subtitle tells you exactly why it matters: "Your business information shown on invoices and client communications." Nothing here is cosmetic. Every field on this tab is read by a document somebody outside your company will see.
Your business, your account and how CleanFlo works for you
The rest of what used to sit on this one long tab now has its own section. Currency and VAT are in Money. The client portal, the public quote form and the referral offer are in Clients & portal. Team messaging, paid breaks and the holiday year are in Team & time. Lone-worker checks, late-start alerts, risk assessment sign-off and your written health and safety policy are in Safety & scheduling. The pay-now link moved to Invoicing settings.
Where each field comes out
| Field | Where it appears |
|---|---|
| Company name | The top of every invoice and quote, the "From" row of the client portal, and the sender line of every email the product sends. The only required field on the tab. |
| Company number | Stored on your record. It is captured at signup and kept for your account, and it is not printed on the invoice or the quote. |
| Business address | Under your name on invoices and quotes, and beside your name in the client portal. One free-text line. |
| Contact phone | Under the address on invoices and quotes, and in the invoice and quote emails. |
| Number of cleaners | Stored only. Nothing reads it back out onto a document or a report. It was asked at signup and this is where it can be corrected. |
| Currency | Every money figure in the product: invoices, quotes, reports, the CSV exports and the client portal. |
| VAT registered and VAT number | Turning it on is what makes invoices and quotes carry VAT at all, and prints the line "VAT No: GB 412 8836 05" under your address. |
| Allow staff to message each other directly | Messages only. Off by default, and off means a cleaner starting a new direct message can only pick an admin. |
| Description | Qty | Unit Price | VAT | Amount |
|---|---|---|---|---|
| Weekly office clean | 4 | £85.00 | 20% | £408.00 |
Please quote INV-2026-014 as the payment reference so we can match your payment to this invoice.
Saving, and the save bar
Every editable block on Settings ends in the same save bar, and it behaves the same way everywhere: a message area on the left, then Discard and Save changes on the right. Both buttons are dead until something has actually changed, so a stray click cannot save a form you only looked at.
- A successful save shows a green tick and Saved in the bar, and a toast reading "Company details saved".
- The only validation on this tab is that the company name cannot be blank: "Company name is required."
- Discard asks first. The confirm reads "Discard unsaved changes?" with Cancel and a red Discard.
- While saving, the button keeps its label and its icon becomes a spinner, so the bar never jumps.
What is not on this screen
A good half of the questions about Settings are about things that live somewhere else. Here is the map.
| What you are looking for | Where it actually is |
|---|---|
| Invoice number prefix, next number, payment terms | Invoicing, then its own Settings |
| BACS details: bank, account name, sort code, account number | Invoicing, then its own Settings |
| Invoice footer, default notes, payment reference format | Invoicing, then its own Settings |
| Invoice layout and branding | Invoicing, then its own Settings |
| Adding, editing or deactivating a cleaner | Staff |
| Turning browser push on for a clean alert | The bell in the top bar prompts you there and then; per-channel preferences live on the Notifications tab here |
| Cancelling your subscription | The Stripe portal, reached from the Billing tab |
| Promoting a cleaner to supervisor | Staff, from their own row, owner-only, and there is no separate roles screen |
| Importing clients, sites, services or staff from a spreadsheet | The Data Import tab here, or the setup wizard's Import step |
And a few things that do not exist anywhere in the product, so that you stop looking: there is no logo upload, no separate address, city and postcode fields, no VAT rate setting, no timezone or date-format picker, and no fine-grained permissions grid beyond the owner/supervisor/cleaner split.
The order to fill it in
Company name exactly as you trade
Including "Ltd" if you are a limited company. This is what appears on the invoice and in the client portal, so it needs to match what a client will pay against.
Business address on one line
Comma-separated, ending with the postcode. It is a single free-text field, and the placeholder shows the shape it expects: "123 High Street, London, EC1A 1BB".
Contact phone in a form a client can dial
This is the number that goes on the invoice and in the emails, so use the business line rather than a mobile you answer in the van.
Currency before you raise anything
Seven options, from British Pound through to Japanese Yen. Change it later and existing figures will re-render with the new symbol, so pick it before the first invoice goes out.
VAT, if you are registered
Tick VAT registered and the VAT number field appears underneath. Until you do, invoices carry no VAT at all, which is the correct behaviour for a business under the threshold.
Decide the messaging rule
Leave staff-to-staff messaging off unless you want cleaners talking to each other without you in the thread. It can be switched on later without losing anything.
Common questions
Where do I upload my company logo?
Why is my company number not on my invoices?
I changed the currency and my old invoices changed too. Is that expected?
Where are the bank details that print on an invoice?
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