Your Brand, Your Platform
Your customers see your company name, logo, and brand color on estimates, invoices, customer emails, and every page of the portal. Your team sees your logo in the dashboard, and both sign in at your own address instead of an ArborDash URL.
A consistent brand builds trust with homeowners and commercial property managers. When a customer opens an estimate PDF with your logo on it, or signs in to the portal at portal.yourcompany.com, they see your company from the first page to the last.
Most of the setup is in Settings. On the Branding tab you upload three images: a primary logo, a light logo for dark backgrounds, and a square icon. The logo appears in the dashboard navigation, on the portal, on estimate PDFs, and in customer email headers. The icon heads your invoice and receipt PDFs next to your company name and becomes your browser tab and home screen icon. The same tab lets you style the sign-in page your team and customers see, with a gradient, solid color, or photo background, an accent color, and your own headline and tagline. ArborDash support sets your brand color on your account, and it colors the portal, the PDFs, the email headers, and the sign-in button.
Your team works at dashboard.yourcompany.com and your customers use portal.yourcompany.com. In the portal, customers review and sign estimates, see scheduled and completed work, and pay invoices, with your brand on every screen through to the payment confirmation. Customer emails go out under your company name. Verify your email domain under Settings > Domain & Email and they send from your own address, with replies going to the inbox you choose. Until then they send from an arbordash.app address.
- Your logo on the dashboard, portal, PDFs, and customer emails
- Your brand color on the portal, PDFs, email headers, and sign-in pages
- Your own addresses: dashboard.yourcompany.com and portal.yourcompany.com
- Branded customer portal with its own sign-in page
- Branded estimate, invoice, and receipt PDFs
- Customer emails with your logo, color, and contact details
- Sign-in page styling: background, accent color, headline, and tagline
- Customer email from your own domain once you verify it
How It Works
- After you sign up, add the two CNAME records ArborDash shows you at your DNS provider, one for your dashboard and one for your portal. Your welcome email lists them too.
- Once your address is live, sign in at dashboard.yourcompany.com and go to Settings > Branding.
- Upload your logo, light logo, and icon, and style your sign-in page. Send ArborDash support your brand color and we set it on your account.
- Your logo appears in the dashboard, and your logo and brand color appear on the customer portal, PDFs, and customer emails.