Your profile
Available onEstimatorBuilder
Profile, from your account menu in the top bar, is your own settings. Everything here affects only you.
Account details
Section titled “Account details”| Field | What it does |
|---|---|
| First Name / Last Name | How you appear throughout |
| Email Address | Your login and where notifications go |
| Position | Your role, shown to colleagues |
| New Password | Change your password |
| Avatar image | Your picture |
| Last Login | When you were last on |
Update Account saves it.
Your password
Section titled “Your password”Change it from New Password.
Use a long, unique one and store it in a password manager. SmarteBuild holds your job costs, your margins, your subcontractor rates and your clients’ details — it is worth the same care as your accounting system.
Last Login
Section titled “Last Login”Worth a glance occasionally. If it shows a time you were not working, tell your administrator and change your password.
Email signature
Section titled “Email signature”| Field | What it does |
|---|---|
| Email Signature | The text appended to mail you send |
| Signature image | A logo or image in the signature |
| Signature width | How wide that image renders |
| Show Signature | Whether it is included |
The signature goes on orders, tender invitations, variations and claims — documents that reach subcontractors, suppliers and clients. It is worth setting up properly.
Include your name, position, company, phone and website. Keep it short: a subcontractor reading an order on a phone does not need six lines of disclaimer above the content.
Set Signature width so the logo is legible without dominating. Around 200 pixels suits most logos; the default is often too large.
Email sending
Section titled “Email sending”SMTP Host, SMTP Port, SSL Required, Email Password and Set as my default email configure sending from your own address.
Test and Save checks the settings before storing them — always use it rather than plain save, so a problem surfaces now rather than when you send a tender. See Email settings.
Hide Getting Started Page
Section titled “Hide Getting Started Page”Suppresses the getting-started screen once you no longer need it.
Leave it on for your first weeks. It is a reasonable checklist of the setup steps, and turning it off early means finding those steps yourself.
Worth doing on day one
Section titled “Worth doing on day one”Five minutes, and it makes everything you send afterwards look right:
- Set your name and position properly.
- Add an avatar — it makes Messages and the activity lists readable at a glance.
- Set up email sending and Test and Save it.
- Write your signature and set the image width.
- Change your password to something unique.
