Brand & Policies

This page walks through every setting on the Brand & Policies screen, so Field Pro looks like your organization and behaves by your rules.

You'll find this screen in Settings → System & Brand → Brand & Policies. It's a single screen with three kinds of settings: your brand identity, two policy switches, and your store-compliance scoring. Set them once, change them whenever you need to.

📷 [SHOT: getting-started-1] — web — Brand & Policies screen, full view — caption: "The Brand & Policies screen, where your branding and rules live."

Brand identity

These settings control your name, wording, logos, and colors across the app.

Product Name — the name your app goes by. Default: FieldPro. Set it to your organization's preferred product name if you have one.

Login Tagline — the short line shown on the login screen. Default: Know your field. Replace it with your own slogan, or leave the default.

Tenant Name — the name of your organization (the business deploying the app). Default: blank. Fill this in with your organization's name.

Support Email — the address your team contacts for help. Default: blank. Set this so reps know where to turn.

Login / Full Logo — the large logo shown on the login screen. Default: blank. Upload your full logo.

Navbar / Compact Mark — the small logo shown in the top navigation bar of the web app, where space is tight. Default: blank. Upload a compact version of your mark.

Favicon — the tiny icon shown in the browser tab. Default: blank. Upload a small square icon.

Primary Color — your main brand color, used across the app's interface. Default: a dark navy.

Accent Color — the highlight color used for buttons and calls to action. Default: a blue.

Tip: Use your real brand colors so the app feels like yours from day one. Pick an accent color that stands out against your primary color, since it marks the buttons reps tap most.

Note: Your currency and country are not set here. Field Pro reads those from your base business setup. See Before you begin.

📷 [SHOT: getting-started-2] — web — Brand & Policies, brand identity section with logos and color pickers — caption: "Upload your logos and set your brand colors."

Policy switches

Two switches govern how reps handle orders.

Allow Discretionary Free Cartons — controls whether a rep can mark any order line as free, even when no free offer applies to it. Default: OFF. When OFF, reps can only give free cartons that an active scheme earns. Turn it ON only if you want reps to have that discretion.

Maintain Price List — controls whether reps see prices on order lines. Default: ON (and if it's never been set, it behaves as ON). When ON, your catalog's standard prices prefill each order line, and reps can override them. When OFF, no prices are shown and reps type a price on every line. This decision is big enough to have its own page — see Pricing policy.

Warning: Turning on Allow Discretionary Free Cartons lets reps give product away outside your schemes. Leave it OFF unless you specifically want that flexibility and trust it.

Workdays

Workdays — the days your reps are expected to work. Default: Monday–Saturday. This drives the mobile app's clock-in reminders, so reps are only nudged to clock in on working days.

Best practice: If your organization runs a five-day week, change Workdays to Monday–Friday. Otherwise reps get clock-in reminders on a day they don't work.

Store-compliance scoring

If you run Modern Trade (supermarket-style outlets), reps perform a shelf check called a merchandising audit, also known as Perfect Store. Each audit produces a compliance score. These settings decide how that score is calculated and what counts as a good result.

The weights — each part of the check carries a weight, and the score is a weighted blend of them. The defaults are:

The thresholds — these decide the band each audit falls into: - Green Threshold — score at or above this is a Green (good) result. Default: 85. - Amber Threshold — score at or above this (but below Green) is Amber (needs attention). Default: 60. Below it is Red.

Note: The weights do not need to add up to 100. The score normalizes by their total, so you can weight the parts however matters to your organization. For example, weights of 50, 25, 25, 5, 5 work fine.

Tip: Raise the Availability weight if getting products onto shelves is your top priority; raise Price Compliance if shelf pricing is where you have problems. The weights are how you tell the app what "a good store" means to you.

📷 [SHOT: getting-started-3] — web — Brand & Policies, compliance weights and thresholds section — caption: "Set what a good store means to you with weights and thresholds."

Related

• Pricing policy: price list or type-it-in
• Before you begin
• Setup checklist
• Merchandising audit (Perfect Store)
• Settings hub