Set up your account

The first time you sign in, the dashboard shows a short Get started list: your business, your signature, connecting AI and your first assessment. Your reports use these details, so it’s worth five minutes before you start. Each item is a link, and it’s ticked off once it’s done.

Your business profile

Open Settings from the account menu (your name, top right), then the Business tab.

1. Enter your Business name, Phone and Website.
2. Fill in the Address. It’s printed under your business name on page 1 of each report.
3. Add a Logo if you have one (PNG, JPEG or WebP, up to 5 MB). It’s optional, and it appears on every report’s first page.
4. Click Save.

Note: Only the account owner sees the Business tab. If you were invited to someone else’s account, they look after this.

Your signature

On the Profile tab, the Signature card is printed under your name on page 1 of each report. You can:

• Draw it with your finger or mouse, then tap Use signature, or
• Upload an image of it (PNG or JPEG, up to 2 MB).

Then click Save profile. While you’re there, check your First name and Last name — that’s how you’re named on reports.

Your credentials

The Credentials tab holds your certifications and licences. The ones set to show are printed on your reports, in the order you list them.

1. Click Add credential and search the list, for example “Certified Arborist”.
2. Pick it, or choose Not listed? Add your own… for anything else.
3. Fill in the number, who issued it and the dates. An Expires / renews date lets RootFlare warn you before it lapses.
4. Leave Show on my reports ticked, and click Add credential.

If your certifying body lets you use its badge, you can upload it as the credential’s Badge image; it prints beside that credential only.

Tip: Use Move up and Move down to put your most important credential first.

Report defaults

As the owner, you can set what every new assessment and report starts with at Report defaults: Units (imperial or metric), the Assessment time frame (months), the Report format chosen first, your Limitations statement and a Report footer. You can still change them per assessment.

Add your first tree

Everything in RootFlare starts from a tree. Click Add tree on the Trees page, give it a common name and an address or location, and click Save tree. You’re ready for your first assessment.