Website Preferences

Created by Emily A, Modified on Sat, 8 Nov at 10:07 AM by Emily A

Customizing Your Website – Personalize with Ease

Personalizing your website to reflect your style is simple and seamless. Follow these steps to update it according to your preferences

Accessing the Settings

Click Settings in the top-right menu.
Select Preferences from the dropdown.

Navigate to Website

Choosing Your Desired Theme
  • Select the theme that best aligns with your personal or business style.

Updating the Website’s Look

  • Once a theme is selected, the website’s visual appearance updates automatically, transforming it to match your chosen style.


 

Pro tip: Experiment with different themes to find the look that perfectly represents your brand or personal aesthetic.


Theme Update – Keep Your Branding Consistent Everywhere


When you update or change your website theme, the new design automatically carries over to your customer-facing pages. The updated colors instantly reflect across your estimates, ensuring every detail stays aligned with your brand style.


What You Can Do Here

 Choosing Your Desired Theme

  • Select the theme that best aligns with your personal or business style.
  • Change or update your theme colors anytime under the Website Preferences.


  • The moment you send an estimate, the header and preview will display your latest color theme automatically.
  • Keep your website, customer portal, and shared estimates visually consistent without manual effort.
  • Maintain a polished and professional appearance across all client interactions.

Pro tip: Update your theme before sending new estimates to ensure your latest branding is reflected everywhere your clients see it.




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