Company setup
Add your logo and company information
Put the right identity and contact information on customer-facing output.
Before you start
Have a PNG or JPEG logo, company phone, website and a complete return address ready.
Follow these steps
Select Upload logo and choose your company logo. A transparent PNG usually fits a light background best.
Choose your brand and accent colors. Add a tagline if you want one.
Under Business details, check Company name, Phone, Email, Website and License line.
Enter Address, City, State and ZIP. This is the return address used on your mail.
Set Appointment requests go to. Separate multiple recipients with commas.
Leave each edited field and wait for Saved. Reopen the screen to verify important changes before sending a piece.
Your saved branding is available to the quote, mailer and booking screens.
If something looks wrong
- A field stays red or says Not saved? Correct it and use Try again. A different field saving does not fix the failed field.
- A logo looks wrong? Check the original file for extra margins or a background, then preview a piece after setup is complete.
RELATED WALKTHROUGH
Set up your company branding
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Upload your logo
Open Company settings, then Branding. Use Upload logo for your company image. Pick the brand and accent colors you want homeowners to see.
Check contact details
Review your company phone, email, website and complete return address. Use an address that can receive returned mail. Check the appointment request recipients too.
Describe your products
Product info holds the descriptions and photos for each product. Use your own wording when the standard description does not match the work your company provides.
Wait for Saved
These fields save when you leave them. Wait for confirmation. If a field says Not saved, correct it and use Try again before relying on the change.