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Creating and Editing Your Account Branding

Consistent branding builds trust and recognition with your customers. A properly branded request hub and invoice look professional, improve customer confidence, and make your shop stand out.

 

Who this is for

Admins or owners who want to customize their company’s colors, logos, and branding messages inside MetaFleet.

What you’ll learn

• Set your company’s primary and secondary colors

• Upload your logo for invoices and customer-facing portals

• Add a custom greeting and description for the Service Order Request Hub

• Understand where branding changes appear across the platform

Before you start

• Admin permissions required

• Have your company’s logo ready (PNG or JPG recommended)

• Know your hex color codes for primary and secondary colors

Quick Summary (TL;DR)

  1. Go to Platform Settings → Account Details → Branding.
  2. Enter your primary and secondary color codes.
  3. Upload your logo.
  4. Add a welcome greeting and description.
  5. Click Save to apply your changes across the platform.

Step-by-Step

  1. Navigate to Platform Settings → Account Details → Branding.

  2. In the Branding tab, locate fields for Primary Color and Secondary Color.

    Tip: Enter your hex codes directly (e.g., #0047BA).

  3. Upload your company logo.

    Note: The recommended logo format is PNG for transparency and clean display on invoices.

  4. Add a Welcome Greeting and Welcome Description.

    • These appear in your Service Order Request Hub.
    • Example: “Welcome to ABC Fleet Repair — we’ll get you back on the road fast!”

  5. Click Save.

    • Your updates will immediately reflect in the Service Order Request Hub and future invoices.

Where your branding appears

• Service Order Request Hub: Colors, logo, and greeting shown to customers.

• Invoices: Logo appears in the invoice header.

• Internal Platform: Colors may appear in headers, buttons, or accent elements depending on configuration.

Troubleshooting

Symptom Likely Cause Fix Prevent
Colors not updating Browser cache storing old theme Refresh your browser or clear cache Always click Save before leaving the page
Logo appears blurry Low-resolution image uploaded Re-upload a higher-quality logo (at least 600px wide) Keep an original high-resolution version of your logo
Greeting not showing in Request Hub Greeting field left blank or cached Re-enter text and save again Verify greeting text after saving

FAQs

Can I change branding anytime? Yes, changes can be made anytime and take effect immediately after saving.

Will colors affect technician screens? No, colors only affect the customer-facing view and invoices.

What image size is ideal for the logo? A landscape logo around 600×200 pixels works best.