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Setting Up Your Company for Success

Configure your company profile, logo, cost codes, default markups, proposal templates, integrations, and team members to get Structur ready for your first project.

Written by Support
Updated today

Overview

Proper company setup is the foundation for using Structur effectively. Taking time to configure your company profile, settings, and preferences will ensure that your proposals, invoices, and other documents look professional and your workflows run smoothly.

This guide walks you through the essential steps to set up your company in Structur.

Accessing Company Settings

To access your company settings:

  1. Click your profile picture in the top right corner

  2. Select Settings

  3. Click Company in the left sidebar

You'll see all company-wide configuration options.

Complete Your Company Profile

Basic Company Information

Start by entering your core business details:

Company Name

  • Your legal business name

  • This appears on all client-facing documents

Location

  • Physical address (street, city, state, ZIP). This appears on all client-facing documents.

Currency

  • Set the currency you’re using. This will reflect your whole account.

Unit of Measurement

  • US Standard or Meters

Website

  • Your company website URL

  • Displayed on proposals and invoices

Why This Matters

All this information automatically populates your proposals, invoices, and other professional documents. Complete, accurate information builds credibility with clients.

Upload Your Company Logo

A professional logo makes your documents stand out:

Logo Requirements

  • Format: PNG or JPG

  • Recommended Size: Square logo, 200 x 200px

  • File Size: Under 2MB

  • Background: Transparent PNG works best

Upload Process

  1. In Company Settings, find the Logo section

  2. Click Upload Logo or drag and drop your file

  3. Preview how it looks

  4. Save changes

Where Your Logo Appears

  • Proposals

  • Invoices

  • Email communications

  • Client-facing reports

Configure Default Settings

Default Markup Percentages

Set standard markups for your estimates:

Overhead Percentage

  • Your indirect costs as a percentage

  • Applied to estimate and change orders subtotals and can be adjusted per document.

Profit Margin

  • Your target profit percentage

  • Applied to estimate and change orders subtotals and can be adjusted per document.

Sales Tax Rate

  • Your local sales tax rate (if applicable)

  • Set if the tax is collected on top of Overhead and Profit or not

  • Automatically calculates tax on estimates and change orders

Set Up Cost Codes

Cost codes are how you organize project costs. You have two options:

Option 1: Use Structur Standard Cost Codes

Structur provides a comprehensive library based on CSI MasterFormat:

Benefits:

  • Industry-standard organization

  • Pre-built and ready to use

  • Works for most construction businesses

  • Easy to get started

How to Enable:

  1. Go to Settings > Cost Codes

  2. Select Structur Standard

  3. Browse the library

  4. Start using immediately

Option 2: Create Custom Cost Codes

Build your own cost code structure:

When to Use Custom:

  • Specialized trade or niche work

  • Existing cost code system to migrate

  • Specific organizational needs

How to Create:

  1. Go to Settings > Cost Codes

  2. Click Custom Codes

  3. Click New Cost Code

  4. Define individual cost codes

  5. You can also import from CSV file

Best Practice

Start with Structur Standard unless you have a strong reason to customize. You can always adjust later.

Configure Default Proposal Settings

Professional proposals win jobs. Set up your defaults:

Navigate to Default Proposal Settings

  1. Open the Leads or Projects Pipeline

  2. Click on any Lead / Project and if you don’t have one created yet, create a test Lead.

  3. After opening Lead / Project details, go to Preconstruction and click on Proposals

  4. Click Settings (Engine icon) button

Proposal Branding

  • Header content

  • Visual Settings

  • Show/Hide Sections

Standard Proposal Sections

  • Proposal Settings

  • Pricing

  • About Our Company

  • Scope of Work

  • CEO’s Statement

  • Our Team

  • Testimonials

  • Photos

  • Files

  • Terms and conditions

  • Thank You

  • Contacts

You can still customize individual proposals as needed.

Configure Integrations

Connect Structur to your other business tools:

QuickBooks Online (Recommended)

Sync your financial data:

  1. Go to Settings > Integrations

  2. Click Connect QuickBooks Account

  3. Log into your QuickBooks account

  4. Authorize the connection

  5. Map your cost codes under Settings → Cost Codes

What Syncs:

  • Clients and vendors

  • Bills and expenses

  • Invoices

  • Payment records

Email Integration

Connect your email for seamless communication:

  1. Settings > Integrations

  2. Select Email Integration

  3. Choose your provider (Gmail, Outlook, etc.)

  4. Authorize access

Add Essential Team Members

Before fully launching, add your key team members:

Initial Team Setup

  1. Go to Settings > Users

  2. Click New User

  3. Enter name and email address

  4. Assign appropriate roles

  5. Send invitations

Recommended First Users

  • Office manager

  • Estimator

  • Project manager

  • Bookkeeper

You can add more team members later as needed.

Import Your Contact Database

Bring in your existing clients and vendors:

Import Clients

From CSV:

  1. Settings > Clients

  2. Click Import > Import from CSV

  3. Download the template

  4. Fill in your client data

  5. Upload completed file

From QuickBooks:

  1. Settings > Clients

  2. Click Import > Import from QuickBooks

  3. Select clients to import

  4. Review merge options

  5. Complete import

Import Vendors

Follow the same process under Settings > Vendors

Data to Include

  • Contact names

  • Email addresses

  • Phone numbers

  • Addresses

Review and Test

Before going live with clients:

Create a Test Project

  1. Create a sample lead

  2. Build a test estimate

  3. Generate a proposal

  4. Review how everything looks

  5. Make adjustments as needed

Check All Documents

  • Does your logo appear correctly?

  • Is company information accurate?

  • Are markup percentages correct?

Get Team Feedback

  • Show test documents to your team

  • Gather input on templates

  • Make final adjustments

  • Document any custom workflows

Common Questions

Q: Can I change my company settings later?
Yes. All settings can be modified at any time. Changes will apply to new documents going forward.

Q: Will changing settings affect existing projects?
Most settings only affect new projects and documents. Existing estimates, proposals, and invoices remain unchanged.

Q: Should I use Structur Standard or Custom cost codes?
Start with Structur Standard unless you have an established system. It's comprehensive and industry-standard.

Q: What if I don't have a logo yet?
You can start without one, but we highly recommend getting a professional logo before sending proposals to clients.

Q: How long does initial setup take?
Plan for 1-2 hours to complete all essential setup steps properly.

Common Setup Mistakes to Avoid

❌ Don't

✅ Do

Skip uploading your logo

Take time to complete all fields

Leave default markup percentages unchanged

Review templates before sending to clients

Forget to configure default proposal settings

Test the workflow with sample projects

Import data without cleaning it first

Set appropriate user permissions

Give everyone admin access from the start

Import clean, organized data

Rush through setup to start immediately

Document your setup decisions

Related Articles
Welcome to Structur - What is it and how does it work?
Understanding the Project Lifecycle - From Lead to Invoice
Creating Accurate Estimates That Win Jobs
Configuring Company-Wide Settings and Defaults
Cost Plus Projects - Managing Cost-Plus Contracts in Structur
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