Help guide · Getting started

Setting up your company profile

Add your logo, contact details and F-Gas certification once, from Settings, and they carry through onto every report and customer-facing document automatically.

Walkthrough

One form, then a couple of related settings on the same page.

app.climexa.co.uk
Company Profile settings form filled in with address, contact details and F-Gas certification
Step 1

Fill in your company details

From Settings, add your logo, address, contact details, F-Gas certificate number and certifying body, payment terms, and your decommission recovery tolerance — the amount a recovered refrigerant reading can differ from the expected charge before an engineer has to give a reason for the mismatch.

app.climexa.co.uk
Company Profile form showing a “Settings saved” confirmation message
Step 2

Save your changes

Hit Save Changes and everything here — logo included — starts appearing on new PDF reports, F-Gas logs and any document a customer downloads.

app.climexa.co.uk
Platform Support Access setting, switched on, allowing Climexa support to view the account temporarily
Step 3

Decide on platform support access

Just below, you'll find Platform Support Access — switched on by default during your trial so the Climexa team can help you get set up. Leave it on while you're getting started, or switch it off any time; it's entirely up to you.

Frequently asked

Where does my logo actually show up?

On every PDF service report and F-Gas compliance log your company generates, including the copies your customers download.

What's the decommission recovery tolerance for?

When an engineer decommissions a system, the app compares what they actually recovered against what the refrigerant ledger expected. Stay within this tolerance and nothing extra happens; go beyond it and they're prompted to explain the difference before they can submit.

Can I set up subcontracting partnerships with other Climexa companies?

Get in touch with us to arrange it — our team links the two companies, and a Partnerships panel then appears on this page for you to accept, decline or end it. It's not something you can set up yourself from Settings.

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