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 has its own:

• Name — The business name customers see on proposals, estimates, and emails.
• Logo — The logo that appears on documents and the customer portal.
• Colors — The accent colors used on proposals and portal pages.
• Contact Information — The phone number, email, and address associated with this brand.

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 — The name as it should appear to customers.
• Logo — Upload a logo image.
• Primary Color — Pick the main accent color for this brand.
• Phone — The phone number for this brand.
• Email — The contact email for this brand.
• Address — The mailing address for this brand.

1. Click Save.

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

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.

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.

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.
• 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.