Add Your Branding (0:57 video). Open on its own page
One page, every customer touchpoint
The Branding page (sidebar → Settings → Branding) is where you set your business name, logo and brand colors. Set them once and they appear on quotes, invoices, the customer portal, and service report emails — so everything your customers see looks like your company, not ours.
Change your business name
- 1At the top of the Brand Identity card, edit the Business Name box (for example, change "Blue Wave Pools LLC" to "Blue Wave Pools").
- 2Click Save (it appears once the name differs from the saved one), or press Enter.
The new name shows right away in the dashboard sidebar, the customer portal, customer emails, texts, invoices and quotes. Business Name is your display (brand) name, so put the name you trade under here, for example "TAG Home & Pool Care" rather than "TAG Home and Pool Care LLC". Pool Founder has no second "display name" field because this one already is it.
Your legal name is entered separately, only where it is legally required: the Legal business name box of the texting (10DLC) registration form, which registers you as your legal name doing business as your Business Name (see phone setup), and your Stripe account's own verification when you connect payments. Changing Business Name does not change either of those.
Your portal URL does not change. Renaming the business keeps the same portal link (the Portal URL further down this page), so links you already sent customers keep working.
Upload your logo
- 1Click Upload Logo (or the dashed placeholder square).
- 2Pick a JPG, PNG, or WebP image. Other file types are rejected with a message asking for one of those formats. Very large files are resized automatically on upload (to about 800px on the longest side), so there is no need to shrink a big logo yourself first.
- 3The logo saves immediately. To swap it, click Change Logo; to drop it, click the small trash button on the logo's corner.
Logos with a transparent or white background work best — in emails the logo sits on a white area at the top of the message, so a dark or colored background box around your logo will show as a visible block. Both wide (landscape) and square logos work; the portal and mobile app show it in a small rounded container, and emails give it a fixed width, so a little padding around the artwork never hurts.
Brand and text colors
- Brand color — used as the accent on customer-facing surfaces: the header band and buttons in emails, and headers and buttons in the portal. Pick with the color swatch or type a hex code.
- Text color — the text shown on top of your brand color (email header and button text). Choose something with strong contrast — white text on a dark brand color, or dark text on a light one.
- Preview — a live swatch next to the pickers shows your company name in the chosen text color on the chosen background, exactly as email headers will render.
Colors save automatically as you adjust them — a "Saving…" then "Saved" indicator appears next to the Colors label. There's no save button to remember.
Where your branding shows up
- Customer portal — your logo and colors greet customers at sign-in and throughout the portal. See the customer portal.
- Emails — the service report email and your other customer emails (invoices, quotes, payment links) put your logo on a white area at the top and use your brand color as the accent for the header band and buttons. See service reports.
- Customer mobile app — customers signing in on their phone see your logo there too.
Your Portal URL
Below the brand settings, the Portal URL block shows your customer portal address — your company's own link on poolfounder.com. Click the copy button next to it to grab the link for your website, email signature, or a text to a customer. The URL is read-only here; it's set by your company's portal slug.
Frequently asked questions
Where do I change my company name?
Settings → Branding, in the Business Name box at the top of the Brand Identity card. Edit it and click Save. It is not on the Account page. It needs the Manage branding permission, which owners always have.
Can I show a brand or display name to customers and keep my legal name separate?
Yes. Business Name on Settings → Branding is the display name customers and your team see (sidebar, portal, emails, texts, invoices, quotes), so set it to your brand name. Your legal name goes only where the law asks for it: the Legal business name box of the texting registration form and your Stripe account's verification. Renaming the business never changes your portal URL.
Will renaming my business change my customer portal link?
No. The portal URL stays exactly the same after a rename, so links already emailed or texted to customers keep working.
What logo formats and size should I use?
JPG, PNG, or WebP; other file types are rejected. A PNG with a transparent (or plain white) background looks cleanest, because emails show the logo on a white area. Wide and square logos both work. You do not need to resize anything first — very large uploads are scaled down automatically to about 800px on the longest side.
Do I need to save after changing colors?
No — color changes save automatically a moment after you stop adjusting, and a Saved indicator confirms it. Logo uploads and removals apply immediately too.
What do customers see if I never set this up?
Everything still works — portal, invoices, and emails just use neutral default styling without your logo. Adding branding takes about a minute and makes every touchpoint look like your company.