Appearance & Branding Customization requires BASIC+
Upgrade to Basic plan or higher
Customization Options by Plan
All Plans (Solo/Team/Business)
- Company Logo - Appears in navbar, invoices, quotes
- Primary Color - Buttons, links, accents
- Accent Color - Secondary UI elements
- Dark/Light Mode - User preference toggle
Business Plan Only
- White-Label Branding - Remove all Sergio branding
- Custom CSS - Full stylesheet customization
- Custom Domain - portal.yourcompany.com
- Custom Email Domain - emails from yourcompany.com
Uploading Your Logo
Logo Requirements
- Format: PNG, SVG, or JPG (PNG with transparency recommended)
- Size: 200×60 pixels (4:1 ratio) or 400×120 pixels (2x for retina)
- File Size: Under 500 KB
- Background: Transparent or white (for dark mode compatibility)
Upload Steps
- Go to Settings → Company Profile
- Scroll to Company Logo section
- Click Upload Logo
- Select file from computer
- Crop/resize if needed using built-in editor
- Click Save Logo
- Logo appears immediately in navbar and customer portal
Where Logo Appears
- Dashboard navbar (top-left)
- Customer portal header
- Invoice PDFs (top-center)
- Quote PDFs (top-center)
- Email notifications (header)
- Mobile app login screen
Setting Brand Colors
Choosing Colors
- Go to Settings → Appearance
- Click Primary Color picker
- Choose from palette or enter hex code (e.g., #0088DD)
- Preview updates in real-time
- Click Accent Color picker
- Choose complementary color (or let Sergio suggest based on primary)
- Click Save Colors
Color Usage Guide
Primary Color
Used for: Main buttons ("Save", "Send Invoice"), nav highlights, links, progress bars
Accent Color
Used for: Secondary buttons ("Cancel", "Edit"), badges, icons, hover states
Color Accessibility
Sergio automatically checks color contrast for accessibility (WCAG AA compliance):
- ✅ Green checkmark = Passes accessibility standards
- ⚠️ Yellow warning = Marginal contrast (consider adjusting)
- ❌ Red error = Fails standards (won't save until fixed)
Dark Mode Support
How Dark Mode Works
Every Sergio user can toggle dark mode independently:
- Click theme toggle in navbar (sun/moon icon)
- Interface switches to dark theme immediately
- Preference saved to user account (persists across devices)
- Your brand colors automatically adapt for dark backgrounds
Logo for Dark Mode
If your logo has dark elements that disappear on dark backgrounds:
- Go to Settings → Company Profile
- Upload Dark Mode Logo (separate from regular logo)
- This version appears only in dark mode
- Example: White text logo for dark backgrounds
Advanced Customization (Business Plan)
Custom CSS
For complete design control:
- Go to Settings → Appearance → Custom CSS
- Write CSS rules to override default styles
- Example:
/* Rounded buttons */ .btn { border-radius: 12px; } /* Custom font */ body { font-family: 'Your Font', sans-serif; } - Preview changes in real-time
- Click Save Custom CSS
Custom Email Templates
Customize all automated emails:
- Go to Settings → Email Templates
- Choose template to edit (quote sent, invoice reminder, etc.)
- Customize:
- Subject line
- Email body (supports HTML)
- Header/footer colors
- Button text and links
- Use variables like {{customer_name}}, {{invoice_total}}
- Send test email to yourself
- Click Save Template
Best Practices
Logo Tips
- Keep it simple - Complex logos don't scale well to mobile
- High contrast - Ensure logo is visible on both light and dark backgrounds
- SVG format - Scales perfectly at any size
- Test on mobile - View customer portal on phone to verify readability
Color Selection
- Match your website - Use same colors as your main site
- Avoid pure black (#000000) - Use dark gray for better readability
- Test with colorblind simulator - Ensure accessibility
- 60-30-10 rule - 60% primary, 30% accent, 10% highlights
Brand Consistency
Your branding should be consistent across:
- Sergio dashboard
- Customer portal
- Email notifications
- Invoice/quote PDFs
- Your website
- Business cards/vehicle wraps
Professional, cohesive branding builds trust and recognition.