Brands

Customize your company labels, logos, PDF terms and review options

Updated August 12, 2026

Brands offer an opportunity to add and use another label, company information, and logo when communicating with a client.

With this feature, you can create clients and estimates under a brand different from the main brand and send your clients estimates and invoice emails with PDFs containing your preferred brand.

 

  • To access the Brands module, click the user name in the top right corner and choose the Brands option from the drop-down menu. In this section, you can edit existing brands and create new ones.

How to access Brands module

Creating a New Brand

  • To create a new brand, click the Create New Brand at the bottom left side of the screen.

In the General section, please provide the brand's name, phone number, and email address. In the Address section, fill out the brand's address details.

If you want to use the selected brand as the default, mark the It's Default Brand box.

After the General and Address sections are filled out, click Save in the top right corner to save the brand.

Now that the brand is saved, you can start adding brand details, such as the logo, PDF terms, and settings.

Editing a Brand

In the Brands List, you can find the list of all existing brands.

  • To delete a brand, click the Bin icon next to the preferred brand.
Note that you cannot delete the brand while it's marked as the default.

If you click on the brand, you can edit or add the brand’s logo, estimate, and invoice PDF terms, review settings as well as edit general information.

Alternative address 

If you need to hide your primary address and show an alternative or a P.O. box instead, add a check mark next to the Alternative address. The alternative address will be shown on the Portal and PDFs.

Logos

In the Logos section, you can view or change the logos for the chosen brand.

Note that you need to set up the logos for different pages. This includes the main logo, the logo to be used on the estimate PDF, the invoice PDF, the watermark, etc.

If you want to change any of the logos for the brand, click on the Pencil button at the top, add the logo from your device, crop/rotate accordingly, and click the Apply this image button.

Estimate PDF Terms

In the Estimate PDF Terms section, you can view and edit the estimate terms and conditions for the brand.

  • You can customize the Terms & Conditions text and make it unique based on the client type, by adding a checkmark next to Different templates by client types and specifying the client's type from the dropdown list
  • You can also use the options above the text field to make the terms and conditions file look according to the brand's needs.
  • To see how the PDF looks, click the Preview button in the top right corner, where you can also download or print the file.

Invoice PDF

The Invoice PDF section is similar to the previous one. Here you can: 

  • Customize the Terms & Conditions text and make it unique based on the client type by adding a checkmark next to the Different templates by client types and specifying the client's type from the dropdown list.
  • Use the options above the text field to make the terms and conditions file look according to the brand's needs.
  • Click the Preview button to view the PDF example. 

Settings

In the Settings section, you can add the PDF footer to be used for all the PDF files. Within this section, you can:

  • Use the options above the text field to make the terms and conditions file look according to the brand's needs.
  • Click the Preview button to view the PDF example. 

PDF Templates Settings

PDF Templates control the layout and design of documents generated by the system, such as Estimates and Invoices. Each template can include custom branding, colors, and formatting.

The Fallback Template is the default design the system will use when no other template criteria are met. If a job or client does not match any custom template rules, the fallback option is applied automatically.

1. To add a new custom template, choose a template style from the dropdown 

  • Winter, Spring, Summer, Autumn.
  • New templates: Winter Forest, Spring Forest, Summer Forest, Autumn Forest.

2. Select where it should apply: Estimate, Invoice

3. Set an Active Date Range if needed (e.g., 01/03–31/05).

4. Choose the Client Types this template applies to (Residential, Commercial, Municipal). Lastly, click Save Settings.

When Apply Custom Changes is checked, the system will apply any custom edits or visual adjustments made to the selected template (e.g., fonts, colors, headers). If unchecked, the system will use the original template design without your customizations.

Review Settings

In the Review Settings section, you can add and adjust the review message for the feedback page.


1. You can adjust the review title text, which will be seen on the Portal, once you click on the Feedback
2. Here you can adjust links that will appear in the footer of the Portal page: 

  • To add a new link, click on the + button.
  • To delete an existing link, press the Bin button. 

3. Adding a checkmark next to Custom Review allows you to remove likes and dislikes with a custom link and specify a custom button label. 

4. Note that you need to add the Like and Dislike messages text separately in the respective sections.

Once you make all the required changes and add the information needed, click on the Save button in the top right corner of the screen to save the changes.

Customer portal

On this tab, you can customize how the chosen brand behaves on the customer portal.

Portal Access

  • Enable Customer Portal - a master switch for enabling or disabling the customer portal page for the selected brand.
  • Portal URL - a portal link to the selected brand

Authentication

Define the logging process for the customer:
(At least one login method must remain enabled)

  • SMS OTP - Clients log in by entering a 6-digit code sent by text message. 
  • Email OPT - Clients log in by entering a 6-digit code sent to their email.*
  • Email magic link - A one-click sign-in link sent by email. The client can open it on any device, including a different device from the one they used to request it.**
  • Default login method - Sets which tab is shown first on the login screen. The client can switch to the other method at any time.
  • Allow "Remember this device" - When enabled, clients who log in via SMS OTP can skip the code on the same device for 30 days by checking 'Trust this device' on a successful login.***
*Can be active alongside Magic Link - both are included in the same email.
**Single-use and time-limited.
***Does not apply to Email Magic Link sessions.

Language & Appearance

  • Default language - The default language* for a visitor who has not previously set a preference. The client can change it at any time from the portal language selector.
*The available options are configured in Company Management.

Estimates

  • Allow clients to share estimates - Adds a Share button to the Estimate detail page. The generated link lets anyone view, download, and confirm the estimate without logging in to the portal.

Invoices & Payments

  • Allow tips* - Shows a tip selector on the payment page. The client can choose a preset percentage or enter a custom amount. The tip is added to the payment total.
  • Allow clients to share invoices - Adds a Share button to the Invoice detail page. The generated link lets anyone view, download, and pay the invoice without logging in to the portal.
  • Show post-payment satisfaction survey - After a successful payment, the client sees a satisfaction prompt with Like/Dislike buttons and a free-text field.**
*Requires tips to be enabled in Company Management.
**Review links are configured in the Review Settings tab.

Employee Contact Visibility

  • Display Estimator contact details - When enabled, the estimator's name, phone, and email appear on Estimate Appointment event cards.
  • Display Crew Leader contact details - When enabled, the crew leader's name and phone number appear on Scheduled Job event cards.
The individual employee must also opt in via User Profile settings. 
If either option is off, customer will only see 'Estimator'  or 'Crew leader'

Module Visibility

  • Show Requests module - When disabled, the Requests section is hidden from the portal. Clients will not be able to submit new service requests or view existing ones.
  • Show Estimates module - When disabled, the Estimates section is hidden from the portal. Clients will not be able to view or confirm their estimates.
  • Show Invoices module - When disabled, the Invoices section is hidden from the portal. Clients will not be able to view or pay their invoices.
  • Show Events & Jobs module - When disabled, the Events & Jobs section is hidden from the portal. Only events linked to both a client record and a lead are shown. 
  • Visible task categories - Only events belonging to the selected Task Categories will be shown to the client in the Events & Jobs section.*
*Deselecting a category hides those events without disabling the entire module.

Brand-Gate Error Message

  • "No account found" message - Customer will see this message when they fail to log in using their phone or email.
  • "Contact us" link - Optional link shown alongside the error message as a 'Contact Us' button.*
*Leave blank to hide the button.