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How Logos Work in BuildOps

Written by Angelene Rosario

Your company logo is a key part of how your brand appears in BuildOps. Once it’s set up, BuildOps automatically uses it across invoices, quotes, projects, purchase orders, and other customer-facing documents so you don’t have to manually add it each time.


Where your logo appears

When configured, your logo can appear in:

  • Invoices and credit memos sent to customers

  • Quotes and proposals

  • Project documents such as RFIs and Submittals

  • Purchase orders and subcontract documents

  • Visit reports or other PDF documents, depending on your setup

BuildOps uses a “most specific” logo where possible:

  1. Invoice header image (if enabled and configured for your account)

  2. Department logo (if set for that department)

  3. Main company logo (fallback when no department logo is present)


Setting your main company logo

Your main company logo is managed in Company Settings.

  1. Sign in to BuildOps.

  2. Go to Settings → Company Settings.

  3. In the Company Info section, upload your Company Logo — this is the logo that appears on customer-facing documents by default.

  4. Click Save.

Once saved, BuildOps automatically uses this logo on:

  • Invoices

  • Quotes

  • Purchase orders

  • Project documents such as RFIs and Submittals

  • Other standard documents tied to your company info

Tip: Make sure the logo is clear, horizontally oriented, and doesn’t have a lot of extra white space around it. This helps it render at a professional size on PDFs and emails.


Department-specific logos

If different divisions of your company operate under different brands or locations, you can set a logo per department.

  1. Go to Settings → Company Settings.

  2. Scroll to the Departments section.

  3. Edit an existing department or click Add Department.

  4. Upload an Add Image (Logo) for that department.

  5. Save.

When a department logo is set:

  • That department’s logo is used on its invoices and purchase orders before the main company logo.

  • If a department does not have its own logo, BuildOps falls back to the main company logo.

This is helpful if, for example, your Service and Construction divisions have different brands or contact details.


Invoice Header

In addition to your logo, BuildOps can optionally use a custom invoice header image. This is a wide banner image that appears at the very top of:

  • Invoice emails sent to your customers

  • The invoice PDF, depending on your configuration

Invoice header added on Invoice settings

Examples of how customers use this header image:

  • A full-width branded banner that includes their logo, tag line, and contact details

  • A “Thank you for your business” strip that appears above the invoice content.

Please reach out to BuildOps Customer Support if you are interested to enable and use invoice header for your account.

Why you might not see an invoice email header

You may not see a custom invoice email header on your account for a few common reasons:

  1. You’ve never had one configured.

    • Many customers use only the logo fields in Company Settings and do not use a separate header image. In that case, invoices will still show your logo, but there will be no large banner at the very top.

  2. The header feature isn’t enabled for your account.

    • The ability to use a custom invoice header is configured by the BuildOps team on a per-account basis. If it hasn’t been set up yet, no header image will appear, even if your company logo is configured.

  3. A header was set up previously but needs to be changed or removed.

    • If a header image was configured in the past (for example, during onboarding) and later your branding changed, your invoices may still show the old header until it is updated or removed by BuildOps.

How the invoice header works

When a custom header is configured for your account:

  • The header image appears above your invoice content in emails and PDFs.

  • Changes to the header only apply to newly generated PDFs/emails after the update; existing PDFs won’t change retroactively.

Invoice header on invoice page

Invoice header in Invoice Preview

Invoice header in email


Logo best practices

To keep your invoices and other documents looking professional:

  • Use PNG or JPG formats for logos and headers.

  • Keep logos and headers horizontally oriented (wider than tall).

  • Avoid very large source images; large files with lots of empty space can cause the logo or header to appear oversized on PDFs.

  • If you use department-specific branding, double-check that each department’s logo is uploaded and up to date in Company Settings → Departments.


FAQs

Q: I updated the company logo but old documents still show the old logo. Is this expected?

A: Yes, this is expected. PDFs in BuildOps are generated at the time of the action (e.g., when a Visit Report or Invoice is created). Once a PDF is generated and saved, it captures the logo that was active at that moment. Updating the branding logo only affects documents generated after the change. If you need existing documents updated, they would need to be regenerated.

Q: What are the ideal logo file specs to avoid sizing issues on PDFs?

A: For best results across all BuildOps PDF documents, upload a logo that meets the following specifications:

  • File format: PNG (transparent background preferred)

  • Dimensions: Roughly ~1128 × 176 px (a wide, horizontal logo) or similar ratio

  • File size: Under 300 KB

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