Onboarding Checklist
Complete your setup and get the most out of BlueClerk
Overview
The onboarding checklist guides you through essential setup steps to get your BlueClerk account fully operational. Completing these steps ensures you can take full advantage of all features - from accepting payments to managing customers efficiently.
Your Setup Checklist
When you first log in, you'll see a progress checklist on your dashboard. Here's what each step means and why it matters:
1. Complete Your Company Profile
Why it matters: Your profile is your digital storefront. A complete profile builds trust with customers and helps you appear in search results.
What to do:
- Add your company name and address
- Upload a professional logo
- Select your service categories
- Write a compelling business description
- Add license information if applicable
Time to complete: ~10 minutes
Learn more about company setup →
2. Set Up Payment Processing
Why it matters: Without Stripe connected, you can't accept credit card payments through BlueClerk. Most customers prefer paying by card.
What to do:
- Click "Connect Stripe" to start the setup
- Create or link your Stripe account
- Complete Stripe's identity verification
- Add your bank account for payouts
Time to complete: ~15 minutes
Learn more about connecting Stripe →
3. Add Your First Customer
Why it matters: Customers are at the heart of your business. Adding them to BlueClerk lets you create tickets, jobs, and invoices for their work.
What to do:
- Navigate to Customers section
- Click "Add Customer"
- Choose customer type (Homeowner, Builder, or Business)
- Enter their contact information
Time to complete: ~2 minutes
Learn more about adding customers →
4. Create Your Services/Items
Why it matters: Items are the services and products you offer. Setting them up once makes creating invoices faster and more consistent.
What to do:
- Go to Settings > Items & Services
- Add your common services with descriptions and prices
- Organize items by category
- Set tax rates if applicable
Time to complete: ~10-20 minutes depending on how many services you offer
5. Create Your First Ticket
Why it matters: Tickets are how you track work requests. Creating one shows you understand the core workflow.
What to do:
- Navigate to Tickets section
- Click "Create Ticket"
- Select a customer and property
- Add details about the work needed
- Save the ticket
Time to complete: ~3 minutes
Learn more about creating tickets →
Tracking Your Progress
Dashboard Widget
Your dashboard displays a progress bar showing how many steps you've completed. Each item has a checkbox that fills in automatically when you complete the step.
Dismissing the Checklist
Once you've completed all steps (or if you prefer to explore on your own), you can dismiss the checklist:
- Click the "X" or "Dismiss" button on the checklist widget
- The widget will hide from your dashboard
- You can still access all features from the main navigation
Tips
- Complete the checklist in order - some steps build on previous ones
- Don't rush through - taking time to set things up properly saves time later
- Revisit your company profile periodically to keep it updated
- Ask for help if you get stuck - our support team is here for you
Common Questions
Q: Can I skip steps in the checklist? A: Yes, you can navigate freely and complete steps in any order. However, some features (like accepting payments) won't work until you complete their prerequisite steps.
Q: I dismissed the checklist but didn't finish. How do I see it again? A: The checklist may not reappear once dismissed, but you can still complete any missing setup by navigating to the appropriate section in Settings.
Q: Do I have to complete everything to use BlueClerk? A: The only truly required steps are creating your account and basic company info. However, completing all steps lets you use all of BlueClerk's features.
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