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Servtide
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Brand your workspace

White-label the Servtide app and all customer-facing emails with your company's name, colours, logo, and custom email sender. This makes the platform entirely yours, so customers and your team see your branding, not Servtide's.

All guides
1

Open the Branding settings page

Settings menu → Branding
  1. Click the hamburger menu or scroll to the left sidebar
  2. Locate the 'Branding' option (it has a palette icon next to it)
  3. Click 'Branding' to open the branding configuration page

Tips

  • Only owners and admins can change branding settings. If you don't see the 'Save' button, your role doesn't have permission to edit branding.
2

Set your company name and colours

Branding → Company & colours card (left side)
  1. Type your company name into the 'Company name' field
  2. Click the coloured square next to 'Primary colour' to open a colour picker and choose your main brand colour
  3. Click the coloured square next to 'Accent colour' to choose your secondary colour
  4. Click the 'Save' button to apply the changes

What to enter

  • Company name: The name that appears throughout the app and on customer-facing pages; defaults to what you entered at signup
  • Primary colour: The main brand colour used for buttons, headers, and navigation (select with the colour picker; defaults to blue #2563eb)
  • Accent colour: A secondary colour for highlights and secondary buttons (defaults to orange #f97316)

Tips

  • You can see a live preview of your colours on the right side of the page under 'Preview'
  • Your colours will appear on the mobile app, customer payment pages, and invoice approvals
  • Hex colour codes (e.g., #2563eb) are accepted if you paste them directly instead of using the picker

Watch out

  • The company name must be at least 1 character and cannot exceed 120 characters
3

Upload or set your logo

Branding → Logo card (left side)
  1. To upload a logo file: Click 'Upload logo file', select an image from your computer, and wait for the upload to complete
  2. To use a logo URL: Paste a full URL (e.g., https://yourcompany.com/logo.png) into the '…or paste a logo URL' field and click 'Save URL'
  3. The logo preview appears in the 16×16 pixel square on the left

What to enter

  • Logo file: PNG, JPG, SVG, or WebP format; maximum 5 MB
  • Logo URL: Alternatively, paste a direct HTTPS link to your logo hosted elsewhere

Tips

  • Your logo will appear in the app header next to your company name
  • For best results, use a square image or one with a transparent background
  • SVG (vector) logos scale best and keep quality at all sizes
  • You can switch between uploaded and URL-based logos—uploading a file replaces any URL, and vice versa

Watch out

  • File uploads require storage to be configured on your Servtide instance. If it's not, you'll see a message to paste a logo URL instead
  • The logo must be under 5 MB; if it's larger, the system will reject it
  • Pasted logo URLs must be publicly accessible and use HTTPS (not HTTP)
4

Configure customer email sender

Branding → Customer email sender card (left side)
  1. Enter the name you want to appear as the sender (e.g., your company name or a department)
  2. Enter the email address reminders, follow-ups, and review requests will come from
  3. Click 'Save sender' to apply
  4. (Optional) Click 'Send test email' to verify that email delivery is working

What to enter

  • From name: The name customers see in their inbox (e.g., 'Acme Plumbing'); optional
  • From email: The email address customer emails are sent from (e.g., hello@acme.com); must be a valid email address

Tips

  • The sender email domain must be verified in the 'Email sending domain' section below for emails to reliably reach inboxes
  • If you leave both fields blank, customer emails will use Servtide's default sender
  • The test email is sent to your own inbox so you can confirm the sender name and formatting look correct
  • You can change the sender at any time—future emails will use the new settings

Watch out

  • The email must be in standard format (name@domain.com). Invalid emails will show an error when you save
  • If your email domain is not verified (next step), emails may be marked as spam or rejected by ISPs
  • The system requires the actual domain (e.g., acme.com) to be set up and verified before the sender email will work reliably
5

Verify your email sending domain

Branding → Email sending domain card (left side)
  1. Enter your domain in the 'Domain' field (e.g., acme.com)
  2. Click 'Add domain'
  3. A table of DNS records will appear. Copy each record (Type, Name, Value)
  4. Log into your domain registrar or DNS host (GoDaddy, Namecheap, Route 53, CloudFlare, etc.)
  5. Add each DNS record to your domain's DNS settings exactly as shown
  6. Return to Servtide and click 'Check status' to verify the records are live
  7. Wait for the badge to change from 'Pending' or 'Not verified' to 'Verified' (this can take a few minutes to a few hours)

What to enter

  • Domain: The domain part of your sender email (e.g., acme.com from hello@acme.com)

Tips

  • DNS changes can take 15 minutes to 48 hours to propagate globally; check back if 'Check status' says not verified
  • You can add only one domain per workspace
  • Your email provider (currently Resend) requires these DNS records to send emails from your domain securely
  • Once verified, you can safely remove and re-add the domain at any time

Watch out

  • If you see 'Email provider isn't configured on this server yet (no RESEND_API_KEY)' — DNS records will only appear once email sending is live; contact your Servtide admin
  • If verification fails, double-check that the DNS records match exactly (including dots and formatting)
  • Some registrars require you to wait before checking status; try again after a few minutes
  • If you remove a domain, all DNS records you added become unnecessary and can be deleted from your registrar
6

Preview your branding

Branding → Preview card (right side)
  1. Look at the 'Preview' section on the right side of the page
  2. You'll see how your logo, company name, and colours appear in the app header

Tips

  • The preview updates instantly as you change company name, logo, and colours—no need to save first
  • This is how your customers and team will see your branding in the app
7

Confirm branding is applied across the platform

Throughout the app and customer-facing pages
  1. Return to the dashboard or navigate to other pages in the app
  2. Check that your company name and colours appear in the header and navigation
  3. Send a test job or invoice to a customer to verify that customer-facing pages show your branding

Tips

  • Your branding is also applied to the mobile app (Expo app) used by your technicians
  • Customer pages for payment approval and invoice review are fully branded with your colours and logo

Done when

  • Company name is set
  • Primary and accent colours are chosen
  • Logo is uploaded or URL is set
  • Sender email and 'From name' are configured
  • Email sending domain is added to DNS
  • Domain status shows 'Verified'
  • Test email is sent and received successfully
  • Branding appears correctly in the app header and on customer pages

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