Set your logo and brand colors once, brand your PDFs and emails, and understand what Theme Studio changes instead.
Your branding follows your customers everywhere — the customer portal, sign-off pages, emailed documents, and PDFs all render in your company’s colors and logo. All of it is controlled from one editor in the Admin Console.
§The brand editor
The Branding screen holds your logo upload, brand colors, and a separate set of document brand colors for generated paperwork. Saving updates every screen immediately — no reload, no waiting for a deploy.
§Import branding from your website
If your company website already carries your identity, let the app read it instead of picking colors by hand.
- 01On the
Brandingscreen, chooseIMPORT FROM WEBSITE. - 02The app runs the same brand analysis used during onboarding — logo, colors, identity.
- 03Review everything it found. Nothing is applied until you approve it at the review gate.
- 04Apply, and the new branding takes effect across the app.
§PDF and email branding
Generated paperwork has its own knobs. Search the settings hub for PDF Settings, PDF Branding, PDF Assets, and Document Header to control how estimates, invoices, and reports look on paper. Outbound email gets its header and footer from COMMUNICATION → Email branding in the console.
§Theme Studio is personal, not company branding
App interface colors are a per-user choice, not part of company branding. Each teammate picks their own look in Theme Studio — dark or light mode, palette, accent, fonts, and density, all applied live. It lives under the avatar chip → MY SETTINGS → Appearance on the web, or avatar → MORE → Theme Studio on the phone. Changing it affects only that person’s screens; your customers still see company branding.
§Re-run guided setup any time
The onboarding wizard is not a one-shot. From ORGANIZATION → General, the GUIDED SETUP card at the top offers RE-RUN GUIDED SETUP → — a 5-step wizard covering company info, branding via the website brand-import, admin details, the phone add-on, and finish. It prefills everything you already have and overwrites nothing without review, so it is a safe way to tidy up a half-finished setup.
IMPORT FROM WEBSITE against your updated site, review, apply. Every portal link and future PDF picks up the new look immediately.