Brand identity - logo, colour, contact

Your brand identity settings drive every customer-facing surface: quotes, invoices, the portal login screen, the public booking page and the email footer. Getting these right on day one saves a lot of small edits later.

Where to find it

Go to Settings then Brand identity. You need to be an admin to make changes.

What each field controls

• Company name. The name shown at the top of every document and email. Not the same as your workspace name.
• Logo. Shown at the top of quotes, invoices and portal pages. Ideally a transparent PNG at least 400px wide.
• Brand colour. Used for button accents on quotes, portal call-to-actions and the login screen. Pick a colour that reads clearly against white.
• Support email. Where customers reply when they hit reply on an emailed quote. Also the address shown on the portal footer.
• Support phone. Optional, but recommended for higher-touch verticals like agency and services.
• Address. Shown on invoices and quotes for tax and compliance reasons. Not shown on the portal.

Where each field appears

The three surfaces that share these fields are:

1. Quotes and invoices. Logo top left, company name and address top right, brand colour on the accept and pay buttons.
2. Customer portal at /trade. Logo on the nav bar and login screen. Brand colour on the sign-in button and the main call-to-action.
3. Outgoing emails. Company name in the from-name, logo in the header, support email as the reply-to.