If your business operates under multiple brand identities but uses a single Field Rocket account, customizing your invoice templates is essential. This guide will walk you through uploading a custom image—such as a logo—to a specific invoice template so your clients see the right branding for each service you offer.
Why Use Multiple Invoice Templates? #
Let’s take StumpX as an example. While known primarily for stump grinding and removal, they’ve expanded into drain clearing services under a different brand name. Instead of managing two Field Rocket accounts, they simply use separate invoice templates under one account. This way, clients searching for drain clearing aren’t confused by stump-related branding, and operations remain streamlined for the business owner.
Step-by-Step: Uploading an Image to Your Invoice Template #
Here’s how to set it up:
1. Log into Your Field Rocket Account #
Start by signing in and heading to your Settings tab.
2. Navigate to Invoice and Estimate Templates #
In the sidebar, click on “Invoice and Estimate Templates.” You’ll see a list of existing templates.
3. Create or Edit a Template #
To create a new one, click the plus (+) button.
To modify an existing template—such as “Downspout Drain Cleaning”—just click on its name.
4. Click the Edit Button #
Inside the selected template, press “Edit” in the top right corner. This opens customization options for the template.
5. Upload Your Logo #
Click “Upload” to add your custom image.
Make sure the logo looks good on a white background, as this is the default for invoices.
• Avoid white text in the logo—it may not be visible on the invoice.
6. Update the Company Name #
You can also change the brand or company name visible on the invoice. This is useful if your secondary brand has a different name from your main business.
⚠️ Note: You can only change the logo and the displayed name. Other details (like contact info) stay linked to the main Field Rocket account.
7. Save the Template #
Once your image is uploaded and the name updated, click “Save Template” to lock in the changes.
Final Thoughts #
Custom invoice templates in Field Rocket are a powerful way to maintain brand consistency while offering multiple services. For companies like StumpX, it means clients see exactly what they’re expecting—whether it’s stump grinding or drain clearing—without needing multiple logins or complex setups.
By following this simple process, you ensure that each service line feels like its own business while keeping operations efficient behind the scenes.
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