Branding

Branding controls how your organisation appears on generated PDFs and in the field app — logo, accent colour, legal identity and contact details — plus deeper report styling on paid plans.

What it is

Branding covers five things: your logo and an accent colour, used across the portal and field app, free on every plan; PDF-only theme colour, header style and typography, available on the Team plan and above; company registration details (company number, VAT number, registered address) shown on report and resident-letter footers; contact details (email, phone, website) shown on the same documents and reused verbatim in AI-drafted written summaries; and, for landlords with contractor relationships, a co-branding choice for contractor-captured surveys.

Before you start

The logo, accent colour, registration and contact details are available on every plan. PDF theme colour, header style and typography require the Team plan or above — organisations below that see the rest of Branding as normal, with an upgrade notice in that one card’s place.

How to do it

1. Open Settings → Branding.
2. Click Upload logo (PNG or SVG on a transparent background, under 2MB) or pick/enter an Accent colour.
3. On the Team plan and above, set a PDF theme colour (overrides the accent colour on generated documents only), a Report header style (standard or minimalistic), and a Typography choice.
4. Fill in Registration details (company number, VAT number, registered address) and Contact details (email, phone, website) — each saves as you leave the field, and is omitted from documents entirely when left blank.
5. If you’re a landlord organisation, choose how contractor-captured surveys are branded: your branding only, co-branded with a “Prepared by” line, or the contractor’s own branding.

How it integrates

Every field here flows into generated reports, work-order PDFs and resident letters — never into the sealed evidence record itself, which stays independent of how it’s later presented. Contact details are also reused verbatim in the signature block of an AI-drafted written summary. The co-branding choice only has something to govern once you have an active contractor relationship; with none yet, your choice is saved and takes effect from the first contractor-captured survey.

Common problems

• My logo won’t upload. It must be an image file under 2MB — re-export as PNG or SVG if it’s larger.
• The PDF theme colour card isn’t there. That card, along with header style and typography, needs the Team plan or above — the rest of Branding still works below that.
• Registration details aren’t showing on a report. Each field only appears when set — leave any of them blank to omit that line entirely rather than showing a placeholder.
• A contractor-captured job shows the wrong branding. Check your co-branding choice here — it governs any survey a contractor captures on your behalf, separate from your own in-house branding above.