How Do I Change the Color Theme for the Templates?

How Do I Change the Color Theme for the Templates?

Changing the color theme of your PDF templates in Contractor Foreman allows you to align generated documents with your company branding, improve visual consistency across estimates, invoices, proposals, and other outputs, and create a more professional appearance for clients. This single adjustment applies globally to all templates, ensuring that every PDF exported from the system reflects your chosen color scheme without requiring individual edits.

Access the Template Color Settings

The color theme is managed at the account level, providing centralized control that propagates to every module that generates PDFs.

1. From the main navigation Menu, select Settings. The Settings module serves as the primary location for account-wide customizations, including visual elements that affect document presentation across all projects and features.

2. Scroll down to the Templates section. Templates houses branding and appearance options that influence how your company is represented in system-generated materials.

Modify the Color Theme

Within Templates, locate the dedicated control for template theming. This streamlined interface makes it simple to update the look of all PDFs in one action.

3. Find the field labeled Header Text Color & Header Background Color. The Header Text Color & Header Background Color option determines the primary accent color used in headers, borders, buttons, and other design elements throughout every PDF template.

4. Click the color picker or enter a hex code to select your desired color. Choose a color that matches your logo or brand guidelines (e.g., #003366 for a deep navy or #E63946 for a bold red). The change previews instantly and applies to all existing and future templates.

5. Click Save at the bottom of the page to commit the update. Saving immediately activates the new theme across the entire account, so the next time any user generates a PDF—from an invoice, change order, or certificate of insurance—the updated color scheme will appear automatically.

This global setting eliminates the need to edit individual templates manually, delivering instant consistency while reinforcing brand recognition in every client-facing document.

Supplementary Notes

The selected color affects only PDF templates and does not alter the web application interface. For best results, test the new theme by generating a sample PDF from multiple modules (e.g., Estimates, Invoices, and Proposals) to confirm readability and contrast. If you need to revert to the original Contractor Foreman blue, simply reselect the default color or clear the field. Changes take effect immediately for all users in the account—no refresh or logout required.