Articles on: General

Brands Feature

“Brands” feature offers an opportunity to add and use another label, company information and logo when communicating with a client. With the “Brands” feature you can create clients and estimates with a brand different from the main brand and send your clients estimate/invoice emails with PDF-s containing your preferred brands.

On the web, the brands can be created and edited. To access the “Brands” module, please click on the user name in the top right corner and from the drop-down menu choose the “Brands” option.

To create a new brand, please click on the “Create New Brand” button at the bottom left side of the screen.

In the “General” section please fill out the brand name, phone number and email address and in the address section fill out the address details.

If you want to use it as the default brand, please tick the “Default Brand” box.

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

After you save the brand, on the left side of the screen in the “Brands List” section you will find the list of all existing brands.

Note: To delete the brand, please click on the “Bin” icon.

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

In the “Logos” section you can find and change the logos for the brand.
If you want to change any of the logos for the brand, please click on the “Pencil” icon on top of the picture, add the logo from your device, crop/rotate accordingly and click on the “Apply this image” button.

In the “Estimate PDF Terms” you can add the estimate terms and conditions, while in the “Invoice PDF” section you can add the payment terms and in the “Settings” section you can add the PDF footer.

To see how it looks, please click on the “Preview” button in the top right corner.

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

The existing brands are available in the “Add Client”, “Client Profile” and “Create/Edit an Estimate” pages.

On each of the pages, you have an option to choose another brand from the list. To choose another brand, please click on the brand and choose the necessary brand from the list.

Updated on: 04/06/2021