Make every document unmistakably yours

Decide exactly what customers see

Branding here is granular on purpose. Three independent toggles let you separate how the app looks for you from what actually prints on the documents you send — so you can dress up your own screen without touching a customer-facing PDF, or keep your address on tax forms while hiding it from invoices.

1. Open the Menu, then tap the gear (Settings).
2. In the Logo section, set Use logo in the app and Show logo on documents.
3. In the Business address section, set Show address on documents.

• Use logo in the app — swaps the built-in monogram on the Menu button and the faint background watermark for your logo. On by default. Device-local.
• Show logo on documents — prints your logo on estimates, invoices, receipts, change orders, and completion packages. On by default. Synced.
• Show address on documents — prints your business address on estimates, invoices, and receipts. On by default. Synced.
• Turn the address off and it's hidden from customer documents but kept in your records and on tax forms like the W-9.

Use logo in the app is a per-device choice and isn't synced — appearance preferences stay local to each device. The two document toggles sync across all your devices.

Word your messages and your warranty

Every document you send by email or text already carries a prepared, brand-voice message. You can override any of it — six document types, each with its own subject, intro, and closing — and write your standard warranty terms once so they travel with every completion package.

1. Open the Menu, then My Info → Business, then ••• → Edit.
2. Scroll to the message sections and edit the Subject, intro, and closing for any document type.
3. Leave any field blank to keep the suggested default wording.
4. Scroll to the Warranty section and type your terms in the free-text field.
5. Tap Save.

• Customizable messages for six documents: estimate, invoice, payment receipt, change order, contractor package, and completion package.
• Each blank field falls back to the prepared default — so future default improvements still reach you, and the read-only view labels uncustomized fields as “Default.”
• Warranty terms are free text (grows from 3 to 10 lines) and are snapshotted into every completion package, with coverage described as starting from each job's completion date.

There's no canned warranty default — warranty language is legally specific, so the field stays blank until you set it. Messages and warranty text sync across your devices.

Your signature — drawn, typed, or imported

Build a reusable signature three ways and it's stored privately, Face ID protected, and ready to stamp onto a W-9. Most apps make you sign on paper; this one keeps a clean, transparent signature on file.

1. Open the Menu, then My Info → Personal, then tap Signature (opening an existing one requires Face ID).
2. Pick a method: Draw, Type, or Import.
3. Draw with a finger or Apple Pencil on the pad; Type to render your name in a script font; or Import a photo of your signature.
4. Tap Save.

• Draw — a PencilKit canvas with a black pen, a guide line, and a Clear button.
• Type — your name rendered in Snell Roundhand script.
• Import — pick a photo and near-white pixels are knocked out automatically, so it sits cleanly on a line as a transparent PNG.
• Stored on your profile, synced privately via iCloud, and protected by Face ID.
• Reachable from Personal info and directly from the W-9 generator.

Tax details and your W-9

Store everything needed to generate a Form W-9 — legal name, federal tax classification, taxpayer ID, and any exemption codes — then produce, sign, and share the finished PDF. The sensitive part, your Tax ID, is held in the device Keychain, not the synced database.

1. Open the Menu, then My Info → Business, then ••• → Edit.
2. In Tax details (for W-9), enter your name as on the tax return and pick a tax classification.
3. Choose a Taxpayer ID type (SSN or EIN) and enter the Tax ID; add exemption codes only if they apply.
4. Tap Save.
5. Back on the Business screen, under Compliance tap Generate a W-9 to review, optionally sign, and share the PDF.

• Tax classifications: Individual/Sole Proprietor, C Corporation, S Corporation, Partnership, Trust/Estate, LLC (with a C/S/P sub-letter), or Other.
• Switching ID type between SSN and EIN clears the previous number; the W-9 generator auto-fills your business name and address.
• Include signature and date is off by default — turning it on prompts Face ID, then stamps your saved signature dated today.
• Your Tax ID stays masked behind a Face ID lock in the form — tap it and authenticate to reveal or change it, and tapping Generate a W-9 prompts Face ID too, since the finished form shows your full SSN or EIN.
• The read-only More Info screen masks the Tax ID to its last four digits.

Your Tax ID lives in the Keychain rather than the synced database, and legacy plaintext IDs migrate there on the next save. A W-9 isn't considered complete until you've entered a full 9-digit SSN or EIN. If a secure Tax ID write ever fails, the form stays open with a clear alert while the rest of your details still save.

App appearance, schedule, and security

Tune how the app looks and works for you, set the workdays that drive your next-available date, and optionally lock the whole app behind Face ID.

1. Open the Menu, then tap the gear (Settings).
2. In Appearance, pick Light, Dark, or Auto.
3. In Workdays, tap Work schedule to set your days, hours, holidays, and time off.
4. In Security, turn on “Require Face ID to open” if you want an app-entry lock.

• Appearance: Light, Dark, or Auto (follows the device) — applied app-wide.
• Work schedule: per-weekday workdays and hours, holidays, and vacation / date overrides; defaults to Mon–Fri 8–5 with common holidays until edited.
• Scheduling: an optional Book one job at a time warning before you double-book a day.
• Security: “Require Face ID to open” locks My Business behind Face ID (or your device passcode) at launch and re-locks when you leave the app — optional and off by default; your data stays encrypted on-device either way.

Appearance and the app-entry lock are device-local — each device keeps its own look and its own lock setting. Your work schedule syncs across devices.

Your subscription and legal pages

Handle the app's subscription right from Settings, and reach the live legal pages without leaving the app.

1. Open the Menu, then tap the gear (Settings).
2. In Subscription, tap Upgrade to Unlimited, Manage Subscription, Restore Purchases, or Redeem Code.
3. In Legal, tap Terms of Use or Privacy Policy to open the live web page.

• Upgrade to Unlimited opens the paywall — hidden once you're an active subscriber.
• Manage Subscription, Restore Purchases, and Redeem Code use the standard App Store sheets.
• Terms of Use and Privacy Policy open the live pages at softwarebygl.com.