Managing Brands

Brands let you operate multiple business identities under one CE Pro account. This is useful when you run different service lines under different names. For example, you might run "Rolling Suds Power Washing" for your exterior cleaning business and "Penn Holiday Lights" for your holiday lighting installations. Go to Settings -> Brands to manage your brands.

What a Brand Controls

Each brand is a separate identity that appears on customer-facing materials. A brand can have its own:

• Name - The business name customers see on proposals, estimates, and emails.
• Slug - A lowercase, hyphenated identifier used to keep the brand record unique.
• Logo URL - The hosted logo image used on documents and portal pages.
• Colors - Primary and secondary hex colors used on branded surfaces.
• Contact Information - The phone number, email, website, and mailing address associated with this brand.
• Stripe Connect account - An optional connected account id for brand-specific payment routing.

When you assign an estimate or proposal to a brand, all customer-facing output uses that brand's identity instead of your default company information.

Create a Brand

1. Go to Settings -> Brands.
2. Click the Add Brand button.
3. Fill in the brand details:

• Brand Name - Required.
• Slug - Required. Use lowercase letters, numbers, and hyphens only.
• Legal Entity Name - Optional back-office name for contracts or payouts.
• Primary Color and Secondary Color - Use valid hex colors such as #1a1a1a.
• Logo URL - Paste a hosted image URL if this brand needs a separate logo.
• Phone, Email, Website, Address, City, State, ZIP - Optional contact details for this brand.
• Stripe Account ID - Optional acct_... value if this brand has its own Stripe Connect account.

1. Click Save.

The brand appears in your brand list and is available for assignment.

If you leave optional fields blank, CleanEstimate Pro stores them as empty values instead of guessing defaults. Invalid email addresses, ZIP codes, or color values are rejected before the brand saves.

Assign a Brand to an Estimate

When creating or editing an estimate, you can assign it to a specific brand.

1. Open the estimate in the editor.
2. Look for the Brand dropdown in the estimate settings.
3. Select the brand you want.
4. The estimate preview updates to show the selected brand's logo, name, and colors.

The customer sees only the selected brand's identity. They do not see your other brands or your default company information.

Assign a Brand to a Module

The Brands settings page also includes Module Brand Assignments. This lets you pick a default brand for each supported service line:

• Residential Power Wash
• Commercial
• Fleet
• Holiday Lights

If a module is left on Organization Default, CleanEstimate Pro falls back to your workspace branding for that module.

Edit a Brand

1. Go to Settings -> Brands.
2. Click the Edit button on the brand you want to change.
3. Update any fields.
4. Click Save.

Changes apply to all future estimates assigned to this brand. Existing sent estimates keep the branding they had when they were sent. Editing one field now leaves every untouched brand field alone. Updating a phone number or logo no longer resets saved colors or other optional brand settings behind the scenes.

Delete a Brand

1. Go to Settings -> Brands.
2. Click the Delete button on the brand.
3. Confirm the deletion.

Deleting a brand does not delete estimates assigned to it. Those estimates keep their branding. Future estimates can no longer be assigned to the deleted brand.

When to Use Brands

Brands work best when you have genuinely separate service lines with different customer bases. Common scenarios:

• A power washing company that also does holiday lights under a different name.
• A cleaning company with separate residential and commercial identities.
• A franchise operator running multiple locations under different names.

If you use one name for everything, you do not need brands. Your default company information covers all your output.

Tips

• Keep brand logos consistent in size and format. Square logos with transparent backgrounds work best.
• Keep slugs stable after launch when possible. Existing links and internal references are easier to follow when the slug stays consistent.
• Make sure each brand has accurate contact information. Customers will call the number on their proposal.
• Review your brands list when adding a new service line. Set up the brand before creating estimates for that service.