Brand your reports and PDFs

#Add your branding

Custom branding is on the Pro and Business plans. On Starter, reports and invoices use your company name with a small “Made with Fieldnote” footer.

1. Go to Settings > Reports > Branding.
2. Upload your logo as PNG or JPG, up to 2 MB. A wide logo on a transparent background looks best.
3. Pick your brand color. It is used for headings and table lines.
4. Add footer text, for example your license number and phone.
5. Click Preview to see a sample report, then Save.

#Where branding shows up

Branding applies to photo reports, estimates, invoices, the customer portal and the online booking page. Emails sent to customers use your logo in the header. Past PDFs are regenerated with the new branding the next time someone opens them.