Company Onboarding Wizard

Overview

The onboarding wizard guides you through essential company setup when you first create your contractor company account. Complete your company information, select the services you offer, and choose the types of customers you work with - all in one streamlined flow.

Accessing the Wizard

The wizard appears automatically when:

• You create a new contractor company account
• Your company hasn't completed onboarding yet

You can also access it manually:

1. Go to /contractor-company/onboarding
2. Click "Start Onboarding" to begin

Onboarding Steps

Step 1: Company Information

Confirm your company details:

1. Company Name (required) - Your business name as it appears to customers
2. Phone - Contact phone number
3. Street Address - Your business location
4. City - Business city
5. State - State abbreviation
6. ZIP - Postal code

What happens: When you provide your company name, BlueClerk marks the "Company Info" step as complete in your onboarding checklist.

Step 2: Services Offered

Select the types of work you do:

1. Browse service categories - Plumbing, HVAC, Electrical, Roofing, etc.
2. Click category headers to expand and see subcategories
3. Select all services that apply to your business
4. Click category names to select/deselect entire categories at once

What happens:

• Your selected trades are saved to your company profile
• BlueClerk automatically creates default service items based on your trades
• The "Trades" step is marked complete in your onboarding checklist

Step 3: Customer Types

Choose who you serve:

1. Select all customer types that apply:
   • Homeowner - Individual residential property owners
   • Business - Commercial properties and business clients
   • Builder - Home builders and construction companies
2. Multiple selections allowed - Choose all that fit your business

What happens: Your customer type preferences are saved and the "Customer Types" step is marked complete.

After Onboarding

Once you complete the wizard:

• You can continue with the full onboarding checklist (see Onboarding Checklist help article)
• All information can be updated later in Settings
• Your company profile becomes visible to potential customers in the marketplace

Tips

• Be thorough with services - Selecting accurate trades helps customers find you and enables better job matching
• You can change anything later - All onboarding information can be updated in Settings > Company Profile
• Default items are created - After selecting trades, BlueClerk creates starter service items you can customize

Questions

Q: Can I skip the onboarding wizard? A: Yes, you can close it and complete setup at your own pace through Settings. However, completing onboarding helps you get the most value from BlueClerk right away.

Q: What are default items? A: When you select your trades, BlueClerk automatically creates common service items (labor rates, materials, etc.) based on your industry. You can edit or delete these in Settings > Items.

Q: Can I add more services later? A: Absolutely. Go to Settings > Company Profile to update your services, customer types, or any other company information at any time.

Q: What happens if I don't complete onboarding? A: You can still use BlueClerk, but your profile may be incomplete for customers searching the marketplace. The onboarding checklist will remind you of recommended setup steps.