Managing Brands
Create customer-facing identities for service lines and choose the default brand for new estimates.
Managing Brands
Use Settings > Brands to give service lines separate customer-facing identities while keeping one Clean Estimate organization. An owner or teammate with Manage team and all-location access can create brands and assign them to service lines.
The default brand follows the existing Company Profile. Custom brands can have their own name, legal name, uploaded logo, primary color, phone, email, website, and mailing address. Edit the default brand through the Company Profile in Settings; create or edit a custom identity on the Brands page.
Add or edit a brand
- Open Settings > Brands.
- Select Add Brand, or choose Edit Brand on a custom brand.
- Enter its customer-facing name and any legal name, contact details, address,
primary color, and PNG, JPEG, or WebP logo.
- Select Save Brand.
The logo is uploaded to Clean Estimate's managed storage; enter a brand name and upload the logo file instead of pasting a logo URL. The default company identity is edited in the Company Profile and cannot be edited from the custom brand form.
Assign a brand to a service line
Under Service Line Assignments, choose one brand for each service line: Residential, Commercial, Fleet, or Holiday Lights. An assignment affects newly created estimates. A Fleet assignment is saved for future fleet estimates; current generic estimates continue to use the default company profile.
The default profile is available as a brand assignment. New estimates use the brand assigned to their service line, or the default company profile where no custom brand is assigned. Changing an assignment does not rebrand existing drafts.
Where the identity appears
New proposals and invoices linked to an estimate use its pinned brand identity. Customer-facing documents can show its name, logo, and contact details; the invoice also uses the saved legal name when one is present. Invoices without a pinned brand use the default company identity. Sent proposal and invoice snapshots stay unchanged if you later edit a brand. See Proposals and PDFs and Invoices and payments.
Generic estimates use the default company profile. V2 keeps payment processing, Stripe Connect, and SMS configuration at the organization level; brands do not have separate Stripe accounts or SMS sending numbers.
Current V2 limits
V2 does not expose a brand slug, secondary-color field, or brand delete or deactivate control. The Fleet assignment is stored for future estimates; V2 does not currently have a Fleet estimator. Existing organization branding and sent-document snapshots remain intact.
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