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Documentation Index

Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

To create a custom theme, navigate to Company Settings, then select Estimates & Invoices. Click on Themes in the sub-header. To create a new theme, select Create Theme. Click on Themes You will need to give your new theme a name and select a main branding color. You can toggle on/off Sub-colors based on the main color, which will automatically generate sub-colors ( ON) or you can individually select your sub-colors ( OFF). Click on each color box to adjust the color or enter a color code. Scroll up to preview your new theme on an estimate/invoice. Once your theme is complete, be sure to press Save. Click on Theme Name * To change your default theme, select Set Default Theme. Click on Set Default Theme If you want to change the theme of a specific estimate/invoice from the default theme for any reason, navigate to the estimate/invoice record and click Preview. Click on Preview Scroll down on the settings on the right-side of the preview until you see Theme. Here you can select a different theme to use for this estimate/invoice. If you want to change the default theme, press Edit or navigate back to Company Settings and change your default theme. Click on Theme (edit)…

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