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. The checklist appears as a floating widget in the bottom-left corner of your screen and shows your progress through 9 setup steps. You can complete these steps at your own pace while freely exploring BlueClerk.
Welcome Modal
When you first log in to your new account, you'll see a welcome modal that introduces BlueClerk and outlines the setup process:
- Set up your company profile and trades
- Import data or connect your tools
- Start creating tickets and invoices
Click "Get Started" to dismiss the welcome modal and begin exploring. The modal only appears once.
The Checklist Widget
After dismissing the welcome modal, look for the setup checklist widget in the bottom-left corner of any page:
- Collapsed view: Shows your completion percentage (e.g., "3/9 steps complete")
- Click to expand: See all 9 steps with checkmarks for completed items
- Click any step: Jump directly to the page where you complete that step
- Dismiss permanently: Click the X to hide the checklist when you're done
The widget stays visible until you either complete all steps or dismiss it manually.
Your Setup Checklist
Required Steps
These steps are essential for getting started and must be completed:
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, phone, and address
- Upload your company logo
- Fill in your business description
- Set your service area
Where: Settings > Company Profile
2. Select Your Trades
Why it matters: Tells BlueClerk what services you offer so you can create accurate estimates and invoices.
What to do:
- Choose the trades your company provides (HVAC, plumbing, electrical, etc.)
- Select all that apply to your business
Where: Settings > Services
3. Choose Customer Types
Why it matters: Defines who you work with - homeowners, businesses, or builders. This affects how customer records are organized.
What to do:
- Select the customer types you serve
- Options include homeowners, commercial businesses, and home builders
Where: Settings > Customer Types
Optional Steps
These steps enhance your BlueClerk experience but aren't required:
4. Import from Another Platform
Why it matters: Bring your existing customer and job data from Jobber, Housecall Pro, ServiceTitan, or FieldEdge automatically.
What to do:
- Connect your account from your previous platform
- Review and import your data
Where: Settings > Integrations
5. Connect Accounting Software
Why it matters: Sync invoices, customers, and payments automatically with QuickBooks, Xero, or FreshBooks. No double entry required.
What to do:
- Connect your accounting software account
- Import customers and service items
- Enable automatic sync
Where: Settings > Integrations
6. Set Up Payments
Why it matters: Accept credit card payments directly on your invoices. Get paid faster with one-click customer payments.
What to do:
- Connect your Stripe account (or create a new one)
- Complete Stripe verification
- Enable online payments on invoices
Where: Settings > Payments
7. Add Your First Customer
Why it matters: You need customers to create tickets and invoices. Start building your customer database.
What to do:
- Add a homeowner, business, or builder customer
- Include contact information and property address
Where: Customers > Add Customer
8. Add Your Services
Why it matters: Service items appear as line items on invoices and estimates. Having your services pre-configured saves time when billing.
What to do:
- Create service items with descriptions and prices
- Organize by category if desired
Where: Settings > Services or Invoices > Items
9. Create Your First Ticket
Why it matters: Tickets track work requests from start to finish. Creating your first ticket helps you learn the core workflow.
What to do:
- Create a ticket for a customer
- Add work description and any relevant details
- Optionally schedule a job to perform the work
Where: Tickets > New Ticket
Tracking Your Progress
BlueClerk automatically tracks your progress as you complete actions:
- Company profile completed: When you add company name, phone, and address
- Trades selected: When you choose at least one trade
- Customer types selected: When you choose at least one customer type
- Platform import completed: When you finish importing data from another platform
- Accounting connected: When you successfully connect QuickBooks, Xero, or FreshBooks
- Payments set up: When you connect and verify Stripe
- First customer added: When you create your first customer record
- Services added: When you create your first service item
- First ticket created: When you create your first ticket
You don't need to manually mark anything as complete - BlueClerk detects when you've performed these actions.
Dismissing the Checklist
Once you've completed the steps you care about or feel comfortable with BlueClerk, you can permanently dismiss the checklist:
- Click the checklist widget in the bottom-left to expand it
- Click the X button in the top-right corner of the expanded panel
- Confirm dismissal if prompted
The checklist will disappear and won't come back. You can still access all features through normal navigation.
Admin View
If you're a BlueClerk administrator viewing the companies page, you'll see granular onboarding progress for each company:
- Progress count: "X/9 steps complete" in the onboarding column
- Hover for breakdown: See which specific steps each company has completed
- Filter by completion: View companies with complete or incomplete onboarding
This helps administrators identify companies that may need help with setup.
Questions
Q: Can I skip steps and come back later? A: Yes! The checklist is non-blocking. You can freely browse BlueClerk and complete steps in any order at your own pace.
Q: What if I dismiss the checklist by accident? A: If you haven't completed all steps, you can still access each feature through the normal navigation. The checklist is just a convenience guide.
Q: Do I have to complete all 9 steps? A: Only the first 3 steps (company profile, trades, customer types) are required. The rest are optional but recommended to get the most value from BlueClerk.
Q: Will the welcome modal appear again? A: No, the welcome modal only shows once on your first login after creating your account.
Q: Can I hide the widget temporarily? A: The widget collapses to show just your completion percentage by default. Click it to expand and see all steps. To permanently remove it, click the X button.
Q: Where does the checklist appear? A: The checklist widget appears in the bottom-left corner of any page in your contractor company dashboard, except the old onboarding wizard page.
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