Business Setup
Set Things Up Properly From The Start
Most trade businesses do not struggle because the work is difficult. They struggle because information ends up scattered.
FieldHive guides you through the key business information needed to support quotes, bookings, invoices and customer records.
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Business Setup is the foundation of your system.
It stores the information your business relies on every day, including business details, working hours, labour rates, branding, VAT settings and CIS settings.
AUDIENCE
Built for trade businesses that want practical job management, connected records and less rebuilding as workload grows.
Self-employed trades
Subcontractors
Sole traders
Small trade businesses
Businesses setting up their first structured system
Trades wanting a stronger foundation for growth
Enterprise ERP implementations
Corporate onboarding systems
Multi-department software rollouts
Businesses requiring specialist configuration projects
Pricing should not sit outside the workflow. The pricing you build becomes part of the wider structure — materials, labour and pricing all stay connected, following the job from quote through to invoice.
Customer
→
Quote
→
Booking
→
Invoice
→
Payment
→
Customer History
Business Information
Today — Set your business details once during setup.
As Workload Grows — Every document and record uses the same foundation.
Why It Matters — Getting the basics right early avoids correcting them repeatedly later.
Labour Rates & Defaults
Today — Set default labour rates used across quotes.
As Workload Grows — Consistent rates stay easy to apply as job volume increases.
Why It Matters — Every quote starts from the same baseline instead of guesswork.
VAT & CIS Settings
Today — Configure VAT and CIS settings correctly from the start.
As Workload Grows — Compliance stays consistent as transaction volume grows.
Why It Matters — Getting this right early avoids costly corrections later.
Document Preferences
Today — Set how your quotes and invoices are structured.
As Workload Grows — Preferences apply automatically as more documents get created.
Why It Matters — You configure it once instead of adjusting every document.
Working Hours
Today — Set the hours and availability your business operates within.
As Workload Grows — Scheduling reflects real business hours as bookings increase.
Why It Matters — Availability and planning stay realistic and consistent.
How This Connects To The Wider Job
Business Setup is the foundation everything else builds on — quotes, invoices, bookings and pricing all rely on the details entered here.
Getting it right once means every part of the system works correctly from day one.
GROWING PAINS
The first few jobs are easy. You remember your pricing, availability and how documents should look.
As more work moves through the business, memory becomes less reliable. Labour rates change, working hours change and more documents are created.
GROWTH
FieldHive gives you what you need today and keeps working as your business grows.
TODAY
Set up once
Enter your business details, rates and settings a single time.
AS WORKLOAD GROWS
The foundation holds
As the business grows, every new quote, invoice and booking continues to rely on the same correct foundation.
SUMMARY
Business setup that supports the entire workflow.
Built for subcontractors, sole traders and growing trade businesses.
One setup supports pricing, scheduling, customer records and documents.
Less rebuilding. Less duplication. More consistency.
Less rebuilding. More clarity. Built to grow with you.
FINAL STEP



