SettingsOrganisation Information
Branding and Business Details
How to manage business wording, address details, contact information, address lookup, your logo, and the brand colours, fonts and social links your designs use.
This part of Organisation Information covers the wording your team sees in the app, the contact details customers may see on documents, and the logo and address data Work Planner reuses elsewhere.
Terminology
- What do you call a collection of jobs? choose one of the built-in terms such as Round, Zone, Area, Region, Patch, Catchment, or Route when one of those matches how your business already talks.
- Custom Term: only appears when you pick Other. Use it when none of the built-in labels fit. Whatever you enter here becomes the wording used around the planner, rounds, and related screens for this business.
Company Address And Contact Fields
- Find Address: opens the address lookup popup and fills the main address lines for you. This is the quickest way to store both the visible address and the hidden geocode behind it.
- Address Line 1, 2, and 3: the physical business address. Line 3 is there when you need an extra building, estate, or department line, but it can be left empty.
- Town, County, and Postcode: complete the postal address exactly as you want it to appear on documents and other branded output.
- Website: the public website you want associated with this business.
- Telephone: the main phone number customers should use when they need to contact the business.
- Fax: optional legacy contact detail. Leave it blank if your business does not use fax.
- Email: the business email address. This is worth keeping current because other communication and integration flows can reuse it.
If you use Find Address, Work Planner stores the geocode that goes with the selected result. If you later type over the address manually without choosing a fresh address result, that saved geocode is cleared so route and map-based tools do not keep using an outdated location.
Branding
The Branding card holds your brand library: your logo, the colours and fonts your designs use, and your social pages. The page saves by itself as you change things, with Saving changes… and then Saved showing briefly in the corner.
- Logo upload: add a JPG, JPEG, PNG, or GIF logo up to 2 MB. The Logo block in your document templates, website pages and blog posts shows it, and the media library keeps it pinned at the top as Organisation logo. Designs leave the logo out while there isn’t one.
- Remove logo: if a logo is already there, removing it clears the stored file for this business instead of leaving an old image behind.
- Main colour: used for buttons and links.
- Heading colour: used for titles and headings.
- Text colour: used for everything else.
- Heading font and Text font: chosen from the fonts that print exactly as they look: Arial, Helvetica, Times New Roman, Courier New, DejaVu Sans, DejaVu Serif and DejaVu Sans Mono. Leave either as Not set to keep each design’s own.
- Social links: the addresses of your pages on Facebook, Instagram, X (Twitter), LinkedIn, YouTube, TikTok, Pinterest and WhatsApp. If you leave off the https:// at the start, it’s added for you.
Where Your Brand Is Used
- New designs: a document template, website page or blog post started from scratch picks up your fonts and colours wherever the design hasn’t set its own: the text font and colour, the heading font and colour, your main colour for links, and your main colour behind buttons, with black or white button text, whichever reads better.
- Apply brand: the Style panel in the design editor has Apply brand, which puts your fonts and colours into a design in one step. Undo takes it back. Anything your brand leaves unset stays as the design has it.
- Templates from the gallery: Basic templates take your fonts and colours. Ready-to-use templates keep their own fonts and take your colours; headings use your main colour if you haven’t set a heading colour. The gallery’s previews show them in your brand.
- Social block: a new Social block starts with the networks you’ve filled in here, and adding a network to one fills in your address for it.
- Changing your brand later: designs you already have don’t change by themselves. Open one and use Apply brand to bring it up to date.
What Changes Elsewhere
- Planner wording: your terminology choice changes how round-style collections are labelled in the tenant app.
- Documents and templates: address details and logo are the business identity most people expect to see again on branded output, and the brand colours and fonts shape new designs.
- Integrations: company email and organisation details are also useful when connecting services that need business context.
Related articles
- Address Lookup Popup: the popup behind the Find Address button.
- Drag and Drop Editor: where Apply brand and the Logo and Social blocks are used in your documents.
- Creating a Document Template: the gallery of Basic and Ready-to-use templates that take your brand.
- Email Settings: the next place to review if you are also adjusting how this business sends email.