Setting Up Your Company Profile
Configure your company information, logo, and services offered
Overview
Your company profile is how customers see you on BlueClerk. A complete profile builds trust and makes it easier for homeowners and builders to find and choose your services. Take a few minutes to fill it out completely - it's worth the investment.
Step-by-Step Instructions
Access Company Settings
- Log in to your BlueClerk account
- Click your profile icon in the top-right corner
- Select "Settings" from the dropdown menu
- Click "Company Profile" in the sidebar
Basic Information
Company Name
- Your business name as you want customers to see it
- This appears on invoices, estimates, and your public profile
Company Logo
- Drag and drop an image or click to browse
- See a preview before uploading
- Recommended: square image, at least 200x200 pixels
- Your logo appears on invoices, estimates, and your public profile
Description
- Brief overview of your business (up to 1000 characters)
- What makes you unique?
- Services you specialize in
- Years in business or key credentials
- This appears on your public profile page
Website
- Your company website URL
- Include "https://" at the beginning
- Appears on your public profile with a clickable link
Contact Information
Contact Name
- Primary contact person for your business
- Often the owner or office manager
Contact Phone
- Main business phone number
- Where customers can reach you
Contact Email
- Primary email for inquiries and communications
- Used for customer correspondence
Address
Street Address
- Your business address
- Line 1 and Line 2 (optional) for suite numbers
City, State, Zip
- Complete address information
- Helps customers find local contractors
Public Profile
Custom URL Slug
- Create a memorable web address for your public profile
- Example:
blueclerk.com/yourcompany - 3-50 characters
- Only lowercase letters, numbers, and hyphens
- Must be unique across BlueClerk
- Once you save a slug, customers can find your profile at that address
Slug Validation
- ✓ Green checkmark = available
- ✗ Red X = already taken
- Checks as you type
Services Offered
Select Your Trades
- Check all services your company provides
- Organized by category (Electrical, Plumbing, HVAC, etc.)
- Multiple selections allowed
- Helps customers find you for relevant work
Customer Types
- Who you work with: Homeowners, Builders, or Businesses
- Multiple selections allowed
- Affects which job requests you see in the marketplace
Saving Changes
- Review all information for accuracy
- Click the blue "Save Changes" button at the bottom
- Wait for confirmation - you'll see a success message
- Your public profile is now live at your custom URL
Your Public Profile Page
Once published, your public profile includes:
Hero Section
- Your logo or company initials
- Company name and location
- Description
Services
- All your trades displayed as organized badges
- Grouped by category (e.g., Electrical, Plumbing)
Contact Information
- Phone, email, website with clickable icons
- Full address with map icon
Call to Action
- "Request a Quote" button (visitors must log in)
- Powered by BlueClerk footer
SEO & Sharing
- Page title includes your company name
- Description for search engines and social media
- Your logo appears when profile is shared
Tips
- Complete everything: Full profiles get more customer interest
- Professional photo: A clear logo builds trust
- Accurate trades: Only select services you actually provide
- Update regularly: Keep contact info current
- Share your URL: Use your custom URL in marketing materials
Questions
Q: Can I change my slug later? A: Yes, but your old URL will stop working. Update any places you've shared the link.
Q: Who can see my public profile? A: Anyone with the URL can view it, but they must be logged in to BlueClerk to request quotes or see full contact details.
Q: Why does it say my slug is taken? A: Each slug must be unique. Try adding your city name or a variation of your company name.
Q: What if I don't want a public profile? A: Leave the slug field empty. You can still use BlueClerk for job management without a public profile.
Q: Does my profile appear in search engines? A: Yes, your public profile has SEO meta tags and can be indexed by Google and other search engines.
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