> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Info

## Set Up Your Business Info for Contracts & Branding

Before sending quotes, contracts, or emails to shippers and carriers, you need to configure your Business Settings in BeRocker. This includes your contact info, branding, and legal links — all of which appear in outgoing documents and messages.

## Step 1: Go to Business Settings

<img src="https://mintcdn.com/berocker/cUivPYhA9aIHN8YS/images/business-settings.png?fit=max&auto=format&n=cUivPYhA9aIHN8YS&q=85&s=dd1d308672c8c11e1ec4fa6a23e6b023" alt="Business Settings" width="3596" height="1978" data-path="images/business-settings.png" />

*Business Settings*

* From the sidebar, click Settings
* Then select Business

You'll see three tabs:

* Account details – Contact info and timezone
* Business details – Legal & public company info
* Branding – Logos, brand color, and visual identity

<img src="https://mintcdn.com/berocker/cUivPYhA9aIHN8YS/images/tabs.png?fit=max&auto=format&n=cUivPYhA9aIHN8YS&q=85&s=9118e5dda03df576e9dfcd2159c69c0e" alt="tabs" width="3596" height="1972" data-path="images/tabs.png" />

*Tabs*

## Step 2: Fill in Your Company Info

Under the Account details tab:

* Account name: Your business or brand name
* Business address: Fill in your full legal address
* Time zone: Select your local time zone (used for automation and scheduling)

> This data is used in contracts, quote PDFs, and email headers.

## Step 3: Add Legal & Public Details

Go to the Business details tab to:

<img src="https://mintcdn.com/berocker/cUivPYhA9aIHN8YS/images/business-details.png?fit=max&auto=format&n=cUivPYhA9aIHN8YS&q=85&s=faa7d8d9f7deba3de6236841cdc0b714" alt="Business details" width="3596" height="1972" data-path="images/business-details.png" />

*Business details*

* Add links to your Terms of Service, Privacy Policy, or Refund Policy
* Specify your legal entity name, if different from your brand name
* Define your business email and support contact

> These links are displayed on invoices, payment pages, and emails.

## Step 4: Upload Branding Assets

Open the Branding tab:

<img src="https://mintcdn.com/berocker/cUivPYhA9aIHN8YS/images/branding-tab.png?fit=max&auto=format&n=cUivPYhA9aIHN8YS&q=85&s=a4a633a6f559310bcabd5e85ca3860d0" alt="Branding tab" width="3596" height="1972" data-path="images/branding-tab.png" />

*Branding tab*

* Upload your logo (recommended for email templates and documents)
* Add an icon (used in compact views)
* Choose a brand color (e.g. your main blue or red)
* Set an accent color (for highlights and buttons)

Enable 'Prefer logo over icon' if your logo includes your business name or tagline.

## Why This Matters

Your business settings are automatically used in:

* Contracts and quotes sent to carriers and shippers
* Email templates, notifications, and task reminders
* Stripe and payment gateway interfaces
* Internal branding for your agents

Skipping this step means documents and emails may look unprofessional or contain missing data.

## Pro Tips

* Use a square icon for best visual results
* Brand color affects buttons and links in email templates
* Set the correct time zone to avoid task and follow-up misfires

## Final Checklist

* Business name and address entered
* Time zone selected
* Logo and colors set
* Legal links added (if available)

Once this setup is done, you’re ready to send professional, branded documents through BeRocker.