Branding & company info

Steps

1. Add your company name, logo and contact details.
2. Choose your visual theme.
3. Confirm the information that appears on documents and the portal.
4. Save; your branding applies everywhere automatically.

Tips

• Consistent branding across invoices, reports and the portal builds a professional, trustworthy image.

Related guides

• Service Report Design Control how the service reports customers receive look, so every report reinforces your brand and the value delivered.
• Invoice & estimate settings Control how invoices and estimates look and behave: numbering, terms, taxes, branding and defaults.
• Email Templates Reusable, branded templates for the emails the platform sends, so communication stays consistent and professional.