Setting up
Bottle starts with a short check of your business identity. After that, you can use the app and complete the rest of setup at your own pace.
Open your business
Section titled “Open your business”- Choose your legal structure.
- If you are a limited company, enter your company number.
- Add your business address, or your registered office for a limited company.
- Continue to open Bottle.
These details are needed for your business documents. You do not need to finish products, fleet or payment connections before entering the app.
Set up as you work
Section titled “Set up as you work”Your day shows Set up as you work, with the remaining tasks grouped into six areas. Select Start or Continue to open a focused journey. Bottle marks a task complete when the required information has been saved, including work you do elsewhere in the app.
| Area | What to prepare |
|---|---|
| Business basics | Business details, invoices, VAT and your yard. |
| Products and pricing | Gas types, products, cylinder charges and delivery options. |
| Fleet and team | Vehicles, users, delivery areas and shift patterns. |
| Working week | Working hours, closed days, time off and planning defaults. |
| Payments and accounts | Card payments, accounting and invoice reminders. |
| Customers and repeat work | Customers, regular orders and your online shop. |
Your plan determines which tasks appear. On Shop, your yard comes from your business address, and setup does not ask you to add vehicles or drivers.
Business basics
Section titled “Business basics”Check your name and logo, invoice numbering, bank details and payment terms. Confirm whether you are VAT registered and add your yard where required.
Products and pricing
Section titled “Products and pricing”Add gas types and the products you sell, with prices and delivery options. Choose your cylinder deposits or rent, or confirm that you do not charge for cylinders. If you add a surcharge, set its name, amount, VAT basis, matching products or cylinder types, and whether it is charged per order or per item under Business settings → Surcharges. You can import products from a connected shop.
Fleet and team
Section titled “Fleet and team”Add the vehicles and users you need, then your delivery areas and shift patterns. Shop businesses only see the tasks their plan supports.
Working week
Section titled “Working week”Set closed days, time off rules and your planning defaults. Loading time, stops, breaks and traffic settings can be adjusted when needed.
Payments and accounts
Section titled “Payments and accounts”Connect card payments and accounting. Under Customer emails, choose whether Bottle should send order emails, delivery updates and invoice emails while you move over from any system you already use. Decide whether to send reminders for overdue invoices too.
Customers and repeat work
Section titled “Customers and repeat work”Add customers, arrange regular deliveries or collections where your plan supports them, and connect your online shop.
Leave a task for later
Section titled “Leave a task for later”Continue saves the current task. Some tasks need a saved record, such as a product or vehicle, before they can be completed. Optional tasks offer Not yet or Skip. Leaving one for later does not mark it complete.
Back to Bottle returns to the app. Hide setup reduces the setup panel to compact progress on Your day; choose Show setup to open it again. The panel disappears when all applicable tasks are complete.
Awards
Section titled “Awards”Bottle records setup milestones and first actions such as your first order or round. View them under Your awards in your user menu.
Get help with the next step
Section titled “Get help with the next step”Use the ? beside a page title for its tour. When it is available, Flame AI can explain the help guides and link you to the steps it used.
Owners and admins can use setup and office tours. Drivers use the driver app.
Setup links can open a particular task, such as /setup?step=vat.