Set Up Your Company Branding

What this guide covers

This guide walks you through setting up your company branding in JobsiteOn. You will learn how to upload a logo, choose brand colors, see where branding appears on customer-facing documents and emails, and preview changes before going live. A polished brand presence builds trust with your customers.

Before you begin

• You need Admin or Owner permissions to edit branding settings.
• Have your company logo ready as a PNG, JPG, or SVG file. Recommended size is at least 200 x 200 pixels.
• Know your brand's primary color hex code (e.g., #1b61f8). If you do not have a brand guide, you can choose colors during setup.

Where branding appears

Your branding settings are applied across every customer-facing surface:

• Quotes -- your logo and brand color appear in the header of every quote PDF and email.
• Invoices -- same treatment as quotes, ensuring billing documents match your brand.
• Customer emails -- quote delivery, invoice delivery, and payment receipt emails include your logo and brand accent color.
• Online payment page -- when customers pay online, the payment page shows your logo.

Branding does not appear in the internal workspace interface. The admin dashboard, schedule, and team pages use the standard JobsiteOn design.

Step 1: Open branding settings

1. Navigate to /settings.
2. In the left sidebar, scroll to the Company group.
3. Click Branding.

The branding page shows your current logo (or a placeholder) and your current color selections.

Step 2: Upload your logo

1. In the Logo section, click Upload Logo or drag and drop your file into the upload zone.
2. Accepted formats: PNG, JPG, SVG. Maximum file size: 2 MB.
3. The preview updates immediately so you can see how the logo looks at document scale.

Logo guidelines

• Aspect ratio -- square or horizontal logos work best. Tall vertical logos may appear small in document headers.
• Background -- use a transparent background (PNG or SVG) for the cleanest look on white document headers.
• Resolution -- upload the highest resolution available. The system scales down for different contexts but cannot scale up.

Removing or replacing a logo

To replace the current logo, simply upload a new file. The old logo is overwritten. To remove the logo entirely, click the Remove link below the preview. Documents will then use your company name as plain text in the header.

Step 3: Set your brand colors

Below the logo section, you will find two color pickers:

Primary color

Your primary brand color is used for:

• Document header backgrounds or accents.
• Button colors on the online payment page.
• Email header backgrounds.

Click the color swatch to open the picker. Enter a hex code directly or use the visual picker to choose a color. The preview on the right side of the page updates in real time.

Accent color

The accent color is used for:

• Links and secondary highlights on customer emails.
• Subtle accents on document footers.

If you do not set an accent color, the system derives one automatically from your primary color.

Tip: Choose a primary color that has strong contrast against white text. Dark blues, greens, and blacks work well. Avoid light pastels that make text hard to read.

Step 4: Preview your branding

The branding page includes a live preview panel on the right side. This preview simulates how your logo and colors will appear on:

• A sample quote header -- showing your logo, company name, and the primary color as the header background.
• A sample invoice header -- same treatment as the quote.
• A sample email -- showing the email header with your logo and brand colors.

Review each preview tab carefully before saving. What you see in the preview is exactly what your customers will receive.

Checking on different backgrounds

Toggle the preview background between white and light gray to see how your logo and colors look in both contexts. Some logos that look great on white may lose visibility on light backgrounds and vice versa.

Step 5: Save your branding

1. Review all three preview tabs (quote, invoice, email).
2. Click Save Changes at the bottom of the branding page.
3. A confirmation message appears. Your new branding is live immediately.

All future quotes, invoices, and emails will use the updated branding. Previously sent documents are not retroactively changed.

Step 6: Verify on a real document

After saving, generate a test quote or invoice to see your branding in production:

1. Go to /quotes and create a quick test quote with one line item.
2. Click Preview to see the PDF with your logo and colors.
3. If everything looks correct, delete the test quote or mark it as void.

This verification step catches issues that the preview might not surface, such as logo alignment on actual PDF dimensions.

Note: If you recently uploaded a new logo and the preview still shows the old one, clear your browser cache or open the page in an incognito window.

Advanced branding options

Custom document footer

Under Company > Invoice Defaults and Company > Quote Defaults in settings, you can add footer text that appears at the bottom of every document. Use this for license numbers, insurance details, or a tagline.

Email template customization

Under Company > Email Templates, you can edit the subject line and body text of customer-facing emails. The branding (logo and colors) is applied automatically, but you control the words.

Best practices

• Use your real logo from day one. Even if you are testing, branded documents make a better impression if they accidentally reach a customer.
• Keep brand colors consistent. Use the same hex codes as your website and business cards.
• Test with a real customer scenario. Send yourself a test invoice email to see the full experience, including the online payment page.
• Update branding after a rebrand. If your company updates its logo or colors, update JobsiteOn settings the same day to avoid mixed branding.
• Check mobile rendering. Open a test invoice email on your phone to make sure the logo and colors look correct on smaller screens.

Troubleshooting

My logo looks blurry on documents

Upload a higher-resolution file. The minimum recommended size is 200 x 200 pixels, but larger (400 x 400 or above) produces sharper results.

The primary color does not look right in the preview

Double-check the hex code. A common mistake is entering a code with a missing character (e.g., #1b61f instead of #1b61f8). The color picker requires a valid 6-character hex code.

Branding is not showing on a quote I just created

1. Verify you clicked Save Changes on the branding page.
2. Refresh the quote preview or re-generate the PDF.
3. Clear your browser cache if the old branding persists.

The logo is cut off in the document header

Your logo may be too wide for the header area. Try a version with less horizontal padding or switch to a square format.

Email branding looks different from the document branding

Email clients render colors and images differently than PDF viewers. Small variations in color brightness are normal. If the logo is missing entirely, the email client may be blocking images. Ask the recipient to allow images from jobsiteon.com.

FAQ

Can I use different branding for quotes and invoices?

No. Branding settings apply uniformly to all customer-facing documents. This ensures a consistent experience for your customers.

Does branding affect the mobile app?

Branding applies to documents and emails, not to the internal mobile interface. The mobile app uses standard JobsiteOn design.

Can I add a watermark to documents?

Watermarks are not supported. Use the document footer for additional legal or licensing text.

What if I do not have a logo?

You can skip the logo upload. Documents will display your company name in text format. You can upload a logo at any time later.

Does changing the primary color affect existing documents?

No. Previously generated PDFs retain the branding from the time they were created. Only new documents and emails use the updated colors.

Related articles

• Navigate the Settings Page
• Create and Send Quotes
• Create and Manage Invoices