Branding Guide

Apply Your Company Identity

Customize your company logo, brand colors, and account details to create a professional, consistent appearance across all quotes, proposals, and reports generated by MyRoofCRM. The settings configured on this page will be used for all documents created by every user in your account.

Customize Your Report Title Page

Select a Report Theme

Report Themes control the overall design, fonts, spacing, and layout of your documents. Each theme uses your brand colors in different ways.

To select a theme:

  1. Navigate to Configuration > Branding.
  2. In the Report Themes section, browse the available styles.
  3. Click on your preferred theme. A visual indicator (like a green checkmark) will confirm your selection.
  4. Click Save at the bottom of the page to apply the theme.

Add or Change Your Company Logo

Upload your logo to appear on the title page and headers of your documents.

To manage your logo:

  1. Navigate to Configuration > Branding.
  2. In the Company Logo section:
    • To Upload: Drag and drop a .jpeg or .png file, or click to browse your computer.
    • To Change: Click the remove (trash can) icon to delete the current logo, then upload a new one.
  3. Click Save at the top of the page.

Image Specifications

  • Formats: Only .jpeg (.jpg) and .png files are supported.
  • Optimal Size: For the best quality, we recommend using a square image with dimensions that are a multiple of 300px (e.g., 300x300, 600x600). Images with irregular dimensions may be automatically resized or cropped.

Apply Your Brand Colors

Define your Primary and Secondary brand colors. These are used for headings, accents, and borders in your selected Report Theme.

To set brand colors:

  1. Navigate to Configuration > Branding.
  2. In the Brand Colors section, click the edit (pencil) icon next to Primary Color or Secondary Color.
  3. Choose your color using one of these methods:
    • Pick from the pre-defined palette.
    • Use the color slider and selector.
    • Enter the exact HEX color code (e.g., #3B82F6).
  4. Click OK or Select to confirm the color.
  5. Use the swap (arrow) icon between the colors to reverse them if needed.
  6. Click Save at the top of the page.

Pro Tip: Color Choice Avoid using white as a brand color. Some themes use the primary color for text or backgrounds where white may become invisible. Choose colors with sufficient contrast for easy reading.

Edit Company Account Details

This information populates the contact area on your document's title page.

To update your details:

  1. Navigate to Configuration > Branding.
  2. In the Account Details section, click the edit (pencil) icon next to any field:
    • Account/Company Name: The name displayed to your clients.
    • Company Email: Your primary contact email.
    • Company Phone: Your primary contact phone number.
    • Business Number: Your tax ID or registration number (may appear on invoices only).
    • Web Address: Your company website URL.
  3. You can also edit the Company Slogan and Taglines to add marketing messages.
  4. Click Save at the top of the page.

Note on Text Length Each Report Theme has a different space for slogans and taglines. Very long text may be cut off. We recommend using concise, impactful phrases. Always generate a test document to see how your information looks in the chosen theme.

Next Steps

After completing your branding setup:

  1. Create a Test Quote: Generate a sample document to review your branding in action.
  2. Proceed to Setup: Continue with your chosen setup path (Level 1, 2, or 3) to configure the core functionality of MyRoofCRM.
  3. Need Help? Contact our support team at support@myroofcrm.com.

Was this guide helpful? Let us know how we can improve your documentation experience at feedback@myroofcrm.com.