Overview
Proper company setup is the foundation for using Structur effectively. Taking the time to configure your company profile, default settings, cost codes, and integrations means your proposals, invoices, and other client-facing documents look professional from day one, and your team's workflows run the way you expect them to.
Most of this setup happens once and carries through every project you create. Your company name, logo, and contact details populate automatically on proposals and invoices. Your default markups apply to every new estimate. Your cost code library is ready to use the moment you start building. Getting these right at the start saves time and prevents inconsistencies as your business scales.
This guide walks you through every essential step to get your company set up in Structur before your first project goes live.
Understanding Company Setup
What It Does
Company setup in Structur allows you to:
Configure your company profile - set your name, location, currency, unit of measurement, and website so all client-facing documents are accurate and complete
Upload your logo - have it appear automatically on proposals, invoices, and other documents
Set default markups - define your standard overhead and profit percentages so every new estimate starts with the right numbers
Build your cost code library - use Structur's standard CSI MasterFormat library or create your own custom codes
Connect integrations - link QuickBooks Online and your email provider to keep financial data and client communication in sync
Add your team - invite users and assign roles before your first project goes live
Import existing contacts - bring in your client and vendor database from a CSV file or QuickBooks
When to Use It
Company setup is most valuable when you want to:
Get Structur ready before sending your first proposal to a client
Make sure your logo and company details appear correctly on all documents
Establish consistent markup percentages across all estimates and change orders
Connect QuickBooks so financial data flows automatically without double entry
Give your team access with the right roles from the start
Step-by-Step Instructions
1. Access Company Settings
Click Settings in the left sidebar
Click Company in the Settings sidebar
You'll see all company-wide configuration options on this page.
2. Complete Your Company Profile
Fill in your core business details at the top of the Company Settings page:
Name (required) - your legal business name, appears on all client-facing documents
Location - your physical address, appears on proposals and invoices
Currency (required) - set the currency for your entire account
Unit of Measurement (required) - choose US Standard or Meters
Website - your company website URL, displayed on proposals and invoices
Click Save Changes when done.
Note: All of this information populates automatically on proposals, invoices, and other client-facing documents. Complete and accurate details build credibility with clients.
3. Upload Your Company Logo
In Company Settings, click Upload Logo
Select your logo file - PNG or JPG format, recommended size 200 x 200px, under 2MB. Transparent PNG works best.
Preview how it looks
Click Save Changes
To replace an existing logo, click Remove first, then upload the new file.
Your logo appears automatically on proposals, invoices, and other client-facing documents.
4. Configure Your Default Toggles
The following toggles in Company Settings control account-wide defaults. Review each one and enable what applies to your business:
Send ACH info with the invoice - when enabled, your ACH payment details are included automatically on every invoice sent to clients.
Enable default Overhead and Profit - when enabled, your default overhead and profit percentages apply automatically to every new estimate and change order to clients. Set your percentages here so you don't have to enter them manually each time.
Enable Tax Collection - when enabled, tax collection is active on estimates and change orders to clients. Set your local tax rate and configure whether tax is applied on top of overhead and profit or separately.
Enable Restore Mode - when enabled, deleted items such as estimates, leads, and other records become visible throughout the app with a strikethrough to indicate they are deleted. A Restore button appears next to each deleted item so you can recover it. Turn this off again once you've finished restoring what you need. Deleted items can be recovered for a limited time.
Note: Enable Restore Mode only when you need to recover a deleted item. Turn it off once you're done so deleted items don't clutter your views.
5. Set Up Cost Codes
Cost codes are how Structur organizes project costs across estimates, budgets, subcontracts, and bills. You have two options.
Option 1 - Structur Standard Cost Codes
Structur provides a comprehensive library based on CSI MasterFormat, the industry-standard cost organization system used across construction.
Go to Settings > Cost Codes
Select Structur Standard
Browse the library and start using immediately
Option 2 - Custom Cost Codes
Build your own cost code structure if you have a specialized trade, an existing system to migrate, or specific organizational needs.
Go to Settings > Cost Codes
Click Custom Codes
Click New Cost Code to define individual codes, or import from a CSV file
Saved Items in the Cost Code area let you create a reusable library of line items like materials, labor, and equipment tied to specific cost codes. Instead of entering the same information repeatedly, you can save an item once and quickly add it to future estimates. Each item keeps its description, unit, default quantities, and pricing, helping your team estimate faster and stay consistent across projects. Over time, this library helps standardize bids, simplify training, and maintain more accurate pricing.
Note: Start with Structur Standard unless you have a strong reason to customize. It's comprehensive, ready to use immediately, and works for most construction businesses. You can always adjust it later.
6. Configure Default Proposal Settings
Your proposal template controls how every proposal looks when it goes out to a client. Set it up once and every new proposal starts from the same professional baseline.
Open a Lead or Project from the left sidebar
Click Proposals in the module top bar
Click the gear icon (Settings) in the top right of the Proposals module
Configure your defaults:
Header - company name, logo placement, header image, and title
Visual Settings - proposal name color and branding
Show/Hide Sections - choose which sections appear by default on every proposal
Standard proposal sections include Proposal Details, Pricing, About Our Company, Scope of Work, CEO's Statement, Our Team, Testimonials, Photos, Files, Terms and Conditions, Thank You, and Contacts.
Note: These are your defaults. You can still customize individual proposals as needed without affecting the template.
7. Connect Integrations
QuickBooks Online
Connecting QuickBooks syncs your financial data between Structur and your accounting software automatically.
Go to Settings > Integrations
Click Connect QuickBooks Account
Log into your QuickBooks account and authorize the connection
Map your cost codes under Settings > Cost Codes
What syncs between Structur and QuickBooks:
Clients and vendors
Bills and expenses
Invoices
Payment records
Email Integration
Connecting your email lets you send and receive project-related messages directly inside Structur.
Go to Settings > Integrations
Find the Email integration and click your provider:
Continue with Google for Gmail
Continue with Microsoft for Outlook and Microsoft 365
Other IMAP Server for all other supported providers
Authorize the connection
8. Add Your Team
Before launching your first project, invite the key people who'll be working in Structur.
Go to Settings > Users
Click New User
Enter the user's name and email address
Assign their role
Toggle on Assign a license seat to this user if they need active access
Click Send Invite
Recommended first users to add: office manager, estimator, project manager, and bookkeeper. You can add more team members at any time.
9. Import Your Contacts
Bring your existing client and vendor database into Structur before you start creating projects.
Import Clients
Go to Settings > Clients
Click the import icon and select Import from CSV or Import from QuickBooks
For CSV: download the template, fill in your data, and upload the completed file
For QuickBooks: select which clients to import and review the merge options
Import Vendors
Follow the same process under Settings > Vendors.
Note: Clean your data before importing. Consistent formatting, no duplicates, and complete contact details will save time and prevent issues later.
10. Transfer Ownership
If you need to transfer account ownership to another user:
In Company Settings, scroll to the Transfer Ownership section
Select the new owner from the Select The New Owner dropdown
Check the box confirming you understand you will lose ownership and your role will become Team Admin
Click Transfer Ownership
Important: This action cannot be undone without the new owner transferring it back. Only use this when you intentionally want to hand off account ownership to another user.
11. Review and Test Before Going Live
Before sending anything to a real client, run a quick check:
Create a test lead and build a sample estimate
Generate a proposal and review how it looks
Confirm your logo appears correctly
Confirm your company name and address are accurate on the document
Check that your markup percentages are applying correctly
Share the test proposal with your team and gather feedback before going live
Best Practices
Complete every field in your company profile - even fields that feel optional, like your website, appear on client-facing documents and add credibility.
Upload a professional logo before sending any proposals - a missing logo on a proposal sends the wrong signal to a client.
Enable default Overhead and Profit before building your first estimate - setting these defaults once means you never have to enter them manually on individual documents.
Start with Structur Standard cost codes - it's comprehensive and ready to use immediately. Customize only if you have a specific need.
Connect QuickBooks before entering financial data - syncing from the start avoids duplicate entry and keeps your books accurate.
Use Restore Mode only when needed - turn it on to recover a deleted item and turn it off again right after so your views stay clean.
Test everything with a sample project - create a test lead and run through a full proposal before your first real client sees anything.
Common Questions
Q: Can I change my company settings later?
A: Yes. All settings can be modified at any time. Changes apply to new documents going forward and do not affect existing estimates, proposals, or invoices.
Q: What does Enable Restore Mode do?
A: When turned on, any items you've deleted - estimates, leads, and other records - become visible throughout the app with a strikethrough. A Restore button appears next to each one so you can recover it. Turn Restore Mode off again once you're done restoring what you need.
Q: Should I use Structur Standard or custom cost codes?
A: Start with Structur Standard unless you have an established system you need to migrate. It's based on CSI MasterFormat, works for most construction businesses, and is ready to use immediately.
Q: What if I don't have a logo yet?
A: You can start without one, but get a professional logo in place before sending proposals to clients. A missing logo makes documents look incomplete.
Q: How long does initial setup take?
A: Plan for one to two hours to complete all the essential steps properly. Time spent here saves significantly more time on every project that follows.
Q: What happens when I transfer ownership?
A: The selected user becomes the new account owner and you become a Team Admin. This cannot be undone without the new owner transferring ownership back to you.
Q: Will changing my default markup percentages affect existing estimates?
A: No. Default markup changes only apply to new estimates and change orders created after the change. Existing documents are not affected.
Common Mistakes to Avoid
Don't | Do |
Skip uploading your logo | Upload your logo before sending any proposals to clients |
Leave default markup percentages unconfigured | Enable default Overhead and Profit and set your percentages before building your first estimate |
Forget to configure default proposal settings | Set up your proposal template before creating your first real proposal |
Import contacts without cleaning the data first | Standardize formatting and remove duplicates before uploading |
Give everyone admin access from the start | Assign the minimum role each person needs and expand as responsibilities grow |
Leave Restore Mode on after recovering a deleted item | Turn Restore Mode off as soon as you're done restoring so deleted items don't clutter your views |
Rush through setup to start immediately | Take one to two hours to complete setup properly before your first client interaction |