Customizing Your Branding: Logo, Colors, and Domain

Guides & Tips
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Your brand is what customers see before they ever speak to you. Exoserva lets you fully customize the look and feel of your platform – from your logo and color scheme to your email footer and custom domain. Whether you are an HVAC company that wants bold orange accents or a cleaning service that prefers clean teal tones, this guide shows you how to make Exoserva look like your own.

:clock1: Estimated time: 10-15 minutes

Before You Begin

  • An active Exoserva account with admin or owner permissions
  • Your company logo file ready to upload (PNG or SVG recommended, at least 200x200 pixels)
  • A favicon file if you have one (32x32 or 64x64 pixels, ICO or PNG format)
  • Your brand colors (hex codes) if you have specific brand guidelines

Step 1: Navigate to Branding Settings

Open the left sidebar and go to Settings. Click the Branding tab (you may find it under Company Info depending on your navigation layout). This page is your one-stop shop for everything visual about your Exoserva instance.

Step 2: Upload Your Logo and Favicon

In the Logo & Favicon section, click the upload area to select your company logo. Your logo appears in the top navigation bar, on customer-facing documents like estimates and invoices, and in email communications. Below the logo upload, you can also upload a favicon – the small icon that appears in browser tabs. If you do not have a favicon, Exoserva will generate one from your logo automatically.

:bulb: Tip: Use a horizontal (landscape) logo for best results in the navigation bar. If your logo is square or vertical, it may appear smaller than expected. PNG with a transparent background works best.

Step 3: Choose a Color Preset or Industry Template

Exoserva offers six built-in Color Presets to get you started quickly: Default Blue, Forest Green, Royal Purple, Sunset Orange, Ocean Teal, and Ruby Red. Click any preset to instantly apply it across the entire platform. Below the presets, you will find Industry Templates tailored to specific trades: HVAC, Plumbing, Electrical, General Services, Cleaning, and Landscaping. These templates apply color schemes and styling that are popular and tested within each industry.

:bulb: Tip: Industry Templates are a great starting point even if you plan to customize further. They were designed based on what works well for each trade and what customers in those industries respond to positively.

Step 4: Customize Individual Colors

For full control over your brand appearance, scroll to the Custom Colors section. Here you will find three color pickers: Primary (used for buttons, links, and key UI elements), Secondary (used for headers, accents, and supporting elements), and Accent (used for highlights, badges, and call-to-action elements). Click any color swatch to open the picker and enter your exact hex code or use the visual selector. Changes preview in real time so you can see how they look before saving.

:bulb: Tip: If you have brand guidelines from a designer, enter the exact hex codes for consistency. If you do not, stick with the presets or industry templates – they are designed to look professional and be accessible (good contrast ratios for readability).

:warning: Warning: Avoid choosing colors that are too similar for Primary and Secondary, as this can make the interface hard to read. Also avoid very light colors for Primary, since button text is typically white.

Step 5: Configure Your Custom Domain

In the Domain Settings section, you can set up a custom domain so your Exoserva portal is accessible at an address like app.yourcompany.com instead of the default Exoserva URL. Enter your desired subdomain in the input field and click Verify. Exoserva will provide DNS records (typically a CNAME record) that you need to add at your domain registrar. Once DNS propagation completes and verification succeeds, your portal will be accessible at your custom domain.

:bulb: Tip: DNS changes can take anywhere from a few minutes to 48 hours to propagate, though most complete within an hour. You can continue using the default Exoserva URL while waiting.

:warning: Warning: You will need access to your domain DNS settings (at your registrar like GoDaddy, Namecheap, or Cloudflare) to complete this step. If your IT team manages DNS, send them the CNAME record details.

Step 6: Set Up Email Branding

Scroll to the Email Customization section. Here you control how outgoing emails from Exoserva look to your customers. Set the From Name (for example, “Acme HVAC” or “Sarah at Acme HVAC”) so recipients see your company name in their inbox. Configure the Reply-To address so customer replies go to the right email. Finally, add a Footer Text that appears at the bottom of every email – this is a good place for your company tagline, license number, or a brief legal notice.

:bulb: Tip: Keep the From Name recognizable. Customers are more likely to open an email from “Acme Plumbing” than from “noreply@exoserva.com”. A personal touch like “Mike at Acme Plumbing” can boost open rates even further.

Step 7: Preview and Save

After making your changes, take a moment to review everything. Check how your logo looks in the navigation bar. Verify that your color choices are consistent and readable. If your account includes customer-facing pages (booking portal, invoice links), preview those as well to see your branding in context. Once you are satisfied, click Save to apply your branding across the entire platform. Changes take effect immediately for all users in your organization.

:bulb: Tip: Open a customer-facing link (like an invoice or booking page) in an incognito window after saving. This lets you see exactly what your customers see, without any cached styles from your current session.

What’s Next?

Now that you’ve completed this guide, check out:

Need help? Post in the Tech Support category or contact support@exoserva.com.