Put your logo on invoices and estimates.

Go to Settings → Documents, upload your logo and fill in your business details. They print at the top of every invoice, estimate, receipt and work order you send.

Steps

1. Open Settings → Documents.
2. Under Logo & color, click the upload box that says Click or drop an image to upload it and choose your logo. PNG, JPG and SVG files up to 5 MB are accepted.
3. Pick an Accent color for your documents, or click Custom to use your own color.
4. Under Company info, fill in Company name, License number, Address, Phone, Email and Website. The license number is optional.
5. Click Save changes.
6. Under Live preview, click Invoice, Estimate, Receipt or Work order to open a sample document in a new tab and check how it looks. If you have unsaved changes, the preview saves them first.

Good to know

• If you do not have a logo yet, leave the upload empty and your company name prints as text in the header instead.
• To swap the logo later, click Replace next to it. Remove takes it off your documents once you save.
• Your company name, address, phone, email and website are shared with Settings → Account. Saving that page updates them on your documents as well.
• Owners, admins and dispatchers can change these settings. Technicians cannot.