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Set Your Company Logo, Colors and Welcome Message

Add your logo, set your colors and write the welcome message your customers see when they ask for service.

For: Admins and owners · Permission: Manage account settings · Time: ~5 minutes

Quick summary

  1. Open Settings › Company Profile and click Appearance.
  2. On Site Theme, click Edit, enter your colors and click Submit.
  3. On Logo, click Edit and choose your logo file.
  4. On Welcome Screen, click Edit, write your greeting and description, then click Save.

Before you start

  • You need the Manage account settings permission. With view-only access you can open the page but see no Edit links.
  • Have your logo file ready (JPG, PNG, WEBP, HEIC, HEIF or SVG).
  • Know your color codes in hex format, for example #0047BA.

Open the Appearance tab

Go to Settings › Company Profile and click Appearance. You see three sections: Site Theme, Logo and Welcome Screen. Each has its own Edit link.

Appearance tab with Site Theme colors, the company logo and the Welcome Screen greeting and description

Set your theme colors

  1. On Site Theme, click Edit. The Update Theme window opens.
  2. Enter your hex code in PrimaryColor and in SecondaryColor, for example #0047BA. A light SecondaryColor is fine: your customers' portal keeps the color and shows dark text on it.
  3. Click Submit. Click Cancel to close the window without saving.

Update Theme window with PrimaryColor and SecondaryColor fields and Cancel and Submit buttons

Upload your logo

  1. On Logo, click Edit.
  2. Under Upload Company Logo, click the file button (Choose File, or Browse in some browsers) and pick your logo.
  3. To take the logo off, click Remove. Click Cancel to leave the editor.

Logo section open for editing with Upload Company Logo, Choose File and Remove

The logo saves as soon as you choose the file, so there is no Save button. Click Cancel to close the editor and see it. Remove deletes the logo at once, with no confirmation.

Write your welcome message

  1. On Welcome Screen, click Edit.
  2. Enter a Welcome greeting. It's required, is the main message and takes 3 to 100 characters.
  3. Enter a Welcome description. It's optional supporting text under the greeting, up to 200 characters.
  4. Click Save.

Welcome Screen section open for editing with greeting and description fields and a Save button

Example greeting: “Welcome to ABC Fleet Repair”. Example description: “We’ll get you back on the road fast.”

Where your branding appears

  • Customer request page: your logo (shown in its own shape, up to 200 pixels tall, with no tile behind it), shop name, welcome greeting and welcome description show at the top, above the buttons customers use to request service. Your PrimaryColor sets the button color. Very light colors are darkened so the button text stays readable. If there is no logo, or it can't load, customers see a truck icon instead. If your company has no welcome description yet, customers see a default line instead.
  • Invoices: the logo in the invoice header comes from the brand the order is billed under. If that brand has no image, the invoice uses your company Logo. See the next section.

Give a brand its own image

If you bill under more than one brand, each brand can have its own image. A brand with no image uses your company Logo.

  1. Go to Settings › Company Profile and click Brands.
  2. Click New brand to open the Create a brand form. To change an existing brand, open its ⋯ menu in the list and choose the option to edit it.
  3. Under Brand image, click Click to upload or drag a file in. PNG, JPG and SVG files up to 4 MB work.
  4. Fill in the other required fields (marked with a red asterisk), then click Create brand (Save changes for an existing brand). Click Cancel to close the form without saving.

Create a brand form with the Brand image upload area, Cancel and Create brand buttons

Troubleshooting

SymptomLikely causeFix
Colors don't changeThe theme window was closed with Cancel, or the page is cachedReopen Site Theme, enter the colors and click Submit. Then refresh your browser.
The welcome message didn't changeYou clicked Cancel instead of SaveEdit Welcome Screen again and click Save.
The invoice shows a different logo than the Logo sectionThe order is billed under a brand that has its own imageChange the Brand image on Brands.
The logo looks blurryThe file is low resolutionUpload a larger version of the file.

FAQs

Can I change my branding anytime?
Yes. Edit any section whenever you need to.

Where did the old Branding page go?
It's now the Appearance tab under Settings › Company Profile.

Can I set a different welcome message per brand?
No. The welcome message is one setting for your company.

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