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.
• SMS sending number - The provider-owned number used for texts sent in this brand's context.
• Inbound calling identity - When the SMS sending number is a voice-capable

Twilio number, inbound calls on that line route through the workspace phone system while retaining the brand identity.

• Stripe Connect account - An optional connected account id for brand-specific payment routing.

When a lead, estimate, proposal, contract, invoice, message, or payment belongs to a brand, customer-facing output uses that brand's identity instead of your default company information. The brand follows the record through the workflow so a Penn Holiday Lights lead does not switch back to Rolling Suds when a rep creates or sends its estimate.

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.
• SMS Sending Number - Required before branded SMS can be delivered. It must be available through the workspace's configured telecom provider.

1. Click Save.

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

To accept payments for that brand, click Connect Stripe on its brand card. Sign in to Stripe, choose the existing Stripe account, and approve the connection. Stripe returns you to Brand Settings and Clean Estimate saves the authorized account automatically. Do not paste an account id or API key into the brand form.

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.

How New Records Choose a Brand

CleanEstimate Pro resolves the brand in this order:

1. A brand explicitly selected during lead or estimate creation.
2. The brand already saved on the originating lead.
3. The default brand assigned to that service-line module.
4. Your organization branding when none of the above is set.

The desktop and mobile lead forms include a Service Line and Brand choice. Choosing Christmas Lights automatically selects the Holiday Lights module brand, and you can override it before saving. Starting an estimate from that lead carries the same brand into the selected builder.

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.

For example, assign Penn Holiday Lights to Holiday Lights. New Holiday Lights estimates created directly use Penn automatically. Leads marked Christmas Lights also default to Penn in both the web and mobile apps.

What Stays Separated

Once a brand is selected, it is copied through proposals, shared estimates, Holiday Lights designs and contracts, accepted jobs, invoices, communications, and payment records. Customer estimate pages, Holiday Lights portal pages, PDFs, email sender names, reply-to addresses, and SMS numbers resolve from that record's brand.

Branded Stripe payments require the brand's authorized Stripe account. CE Pro creates checkout and payment intents on that account and records the connected account with the payment. If a branded record has no connected Stripe account, payment creation stops with a configuration error instead of falling back to another business's account. The Connect Stripe flow authorizes Clean Estimate through Stripe's hosted screen and verifies that the account is accessible before assigning it. A separate standalone Stripe account must go through this flow; its account id or secret key should never be pasted into Clean Estimate. Refunds and voids use the same saved brand account as the original payment.

The same fail-closed behavior applies to branded SMS: if the brand has no SMS sending number, CE Pro does not silently send from the organization's other brand number. Email can still send when its channel is configured.

For Twilio workspaces, an active brand's SMS Sending Number can also serve as that brand's inbound calling number. Calls use the workspace's existing voice forwarding, mobile ringing, recording, and voicemail settings; no second workspace is required. CE Pro records the brand on the call and Inbox activity. If the call reaches voicemail, the default greeting names the brand instead of using another brand's saved custom greeting. The Twilio number must have its voice webhook pointed to CE Pro's production inbound voice route before calls can arrive.

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.
• Send a test email, text, and payment link after adding a new brand to verify its sender and connected accounts.
• Review your brands list when adding a new service line. Set up the brand before creating estimates for that service.