Setting Up Your Provider Profile

Your provider account has two parts: Personal Details for your contact information and a Company Profile for your business listing.

Understanding Your Provider Account

Personal Details hold your name, email, and phone number. Your Company Profile is the business-facing listing homeowners can discover, enquire with, and later attach to active projects.

Create your company profile

Providers create a company profile through a three-step wizard:

  1. Business Info – add your company name, display name, and description.
  2. Services – choose your primary specialisation, service region, and optional business contact details.
  3. Review – confirm the details and create the company profile.

Why company setup matters

  • You need a company profile before you can respond to homeowner enquiries in the provider workspace.
  • Your linked projects appear alongside your company listing.
  • Billing and public listing controls only become useful after the company profile exists.

Profile States

Your provider account can be in different states:

  • No Company – complete the setup wizard first.
  • Company Private – your listing exists but is not publicly visible yet.
  • Company Public – your listing is live and visible to homeowners.

After setup

You can manage your information in two places:

  • Personal Details – update your personal contact information.
  • Company Profile – manage your business listing and linked project showcase.

Good first steps

  • Use the business name and display name you want homeowners to recognise.
  • Choose the specialisation and service region that best match your work.
  • Keep your company description practical and specific.
  • Respond to homeowner enquiries promptly once they arrive in your workspace.