Business profile & branding
Customers should see your shop’s brand everywhere they touch the system. Set it once in the business profile and it flows through, documents, emails, and the portal included.
Where it lives
Section titled “Where it lives”Settings → Business → Profile holds the business information used across the whole system. Changes save automatically, there’s no save button to hunt for.
Your logo
Section titled “Your logo”Upload it once and it appears on:
- Invoice PDFs
- Estimate PDFs
- Receipt PDFs
- The customer portal header
- The app top bar
- Email template headers
Brand colors
Section titled “Brand colors”You set three: primary, secondary, and accent.
- Pick each color, or press Auto-detect from logo and let your logo decide.
- Check the live preview as you go.
The colors flow into emails, PDFs, packing slips, customer portal buttons, and the buttons in your email & SMS templates.
Legal info
Section titled “Legal info”The legal info section holds the fine print used on documents, set it here and your paperwork carries it.
The legal fine print
Section titled “The legal fine print”Settings → Business → Legal Info holds the numbers your documents and agreements print:
- Warranty period: the warranty length shown to customers.
- Retention policy: how many days unclaimed devices are held, printed on agreements so the abandoned-device conversation has paper behind it.
- Liability cap: the maximum liability stated in your service terms.
These flow into the check-in and kiosk agreements customers sign, set them once and every signature collects against the same terms.