Set up your branding: logo, colours and company details
Make every proposal, email and the app itself carry your company name, logo and colour. Ten minutes that pay off on every document you ever send.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
5:05
Scenes
8
Lesson
1.5 · Getting started
File name
01-05 set-up-branding.mp4
Before you record
- A square PNG logo with a transparent background ready in the Downloads folder.
- Branding reset to defaults so the change is visible.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Set up your branding: logo, colours and company details | /branding | Title card, then the first screen of the lesson. | Before we build anything, let us make the app and every document look like your company. This is the Branding page. |
| 1 | 0:2045s | Open Branding | /branding | In the sidebar, under Setup, click "Branding". | Branding lives under Setup. Four cards, and we will go through them top to bottom. |
| 2 | 1:0545s | Pick a report theme | /branding | In Report Themes, click through Theme 1 to Theme 6 and pick the cover style you like. You can change it any time. | Themes change the look of the proposal cover page. Pick one; you can always switch later. |
| 3 | 1:5045s | Fill in Account Details | /branding | Enter Account Name (your trading name, for example "Acme Roofing Co."), Company Email, Company Phone, Website, Business License # and the "We can help with..." line that appears on the cover page. | Account Details is what prints on your proposals. Account Name becomes your company name everywhere in the app, and Company Email is where homeowners' replies to automatic messages will go. |
| 4 | 2:3545s | Upload your logo | /branding | In Company Logo click "Upload Logo" and choose an image file (PNG with a transparent background works best). Use "Change Logo" or "Remove" later if needed. | Upload the logo. A PNG with a transparent background looks best on both the proposal and the dark sidebar. |
| 5 | 3:2045s | Set brand colours | /branding | In Brand Colors pick a Primary Color and a Secondary Color. Avoid pure black or pure white as the primary: those are ignored for app theming. | Your primary colour becomes the colour of buttons, links and the active sidebar item for everyone on your team. Pick your real brand colour, not black. |
| 6 | 4:0545s | Save and check the result | /branding | Click Save. Then look at the sidebar chip and any button. | Save, and look at that: the sidebar now shows our company, and the buttons took on our brand colour. Every proposal we create from here will carry this. |
| 7 | 4:5015s | Recap & next lesson | /branding | Hold on the finished result, then the end card. | Branding done. From now on every proposal, email and even the app itself carries your identity. Next, we invite the team. |
Narration, in order
0. Intro: Set up your branding: logo, colours and company details
0:00 · 20sTitle card, then the first screen of the lesson.
Before we build anything, let us make the app and every document look like your company. This is the Branding page.
1. Open Branding
0:20 · 45sIn the sidebar, under Setup, click "Branding".
Branding lives under Setup. Four cards, and we will go through them top to bottom.
Show before cutting: Cards titled "Report Themes", "Account Details" ("These details will appear on your reports"), "Company Logo" and "Brand Colors".
2. Pick a report theme
1:05 · 45sIn Report Themes, click through Theme 1 to Theme 6 and pick the cover style you like. You can change it any time.
Themes change the look of the proposal cover page. Pick one; you can always switch later.
Show before cutting: The selected theme is highlighted.
3. Fill in Account Details
1:50 · 45sEnter Account Name (your trading name, for example "Acme Roofing Co."), Company Email, Company Phone, Website, Business License # and the "We can help with..." line that appears on the cover page.
Account Details is what prints on your proposals. Account Name becomes your company name everywhere in the app, and Company Email is where homeowners' replies to automatic messages will go.
Show before cutting: All fields accept text. Nothing is saved yet.
4. Upload your logo
2:35 · 45sIn Company Logo click "Upload Logo" and choose an image file (PNG with a transparent background works best). Use "Change Logo" or "Remove" later if needed.
Upload the logo. A PNG with a transparent background looks best on both the proposal and the dark sidebar.
Show before cutting: A preview of the logo appears in the card.
5. Set brand colours
3:20 · 45sIn Brand Colors pick a Primary Color and a Secondary Color. Avoid pure black or pure white as the primary: those are ignored for app theming.
Your primary colour becomes the colour of buttons, links and the active sidebar item for everyone on your team. Pick your real brand colour, not black.
Show before cutting: The colour swatches update. "Reset" returns to the defaults.
6. Save and check the result
4:05 · 45sClick Save. Then look at the sidebar chip and any button.
Save, and look at that: the sidebar now shows our company, and the buttons took on our brand colour. Every proposal we create from here will carry this.
Show before cutting: Toast: "Branding settings saved successfully!". The sidebar chip shows your Account Name and logo; buttons use your primary colour.
7. Recap & next lesson
4:50 · 15sHold on the finished result, then the end card.
Branding done. From now on every proposal, email and even the app itself carries your identity. Next, we invite the team.
Finished this lesson?