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, choose the types of customers you work with, and optionally import your existing customers and price book from CSV or Excel files - all in one streamlined flow that takes about 5 minutes.

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

Step-by-Step Setup

Step 1: Company Information

What you'll enter:

• Company name
• Phone number
• Email address
• Physical address
• Company logo (optional but recommended)

Why it matters: This information appears on invoices, estimates, and your public profile. A complete profile builds customer trust.

Step 2: Services Offered

What you'll select:

• Primary trade (Plumbing, Electrical, HVAC, etc.)
• Additional services you offer
• Service areas/zip codes

Why it matters: Helps customers find you in searches and ensures you see relevant marketplace jobs.

Step 3: Customer Types

What you'll choose:

• Homeowners (residential customers)
• Businesses (commercial customers)
• Builders (construction companies)
• Property Managers

Why it matters: Customizes your workflow and shows you relevant features for your customer base.

Step 4: Import Customers (Optional)

Import your existing customer list:

• Upload CSV or Excel file
• Map columns to BlueClerk fields (Name, Email, Phone, Address)
• Preview before importing
• BlueClerk creates Property records automatically for homeowner addresses

Supported formats:

• BlueClerk CSV export format
• Housecall Pro customer export
• Jobber customer export
• ServiceTitan customer export
• Generic CSV with standard columns

What gets imported:

• Customer name and contact info
• Business name (if applicable)
• Property addresses
• Custom fields (notes, tags)

Step 5: Import Price Book (Optional)

Import your service items and pricing:

• Upload CSV or Excel file
• AI maps columns automatically (name, price, cost, description, SKU)
• Preview before importing
• Items become your catalog for estimates and invoices

Supported formats:

• BlueClerk item export format
• Housecall Pro price book
• Jobber item catalog
• ServiceTitan price book
• QuickBooks items export
• Generic CSV with pricing columns

What gets imported:

• Item/service names
• Unit prices and costs
• Descriptions
• SKUs and categories
• Tax settings

After Onboarding

Once you complete the wizard:

• Your company profile is live
• You can create tickets and jobs
• Your imported customers are ready to use
• Your price book is loaded for estimates
• The onboarding checklist widget appears to guide you through remaining setup

Tips

• Upload your logo - It appears on invoices and builds brand recognition
• Import data if you have it - Save hours of manual entry by uploading existing customer and pricing data
• Complete all steps - Even optional ones help you get started faster
• You can edit everything later - Nothing is locked in, revisit Settings anytime

Questions

Q: Can I skip steps and come back later? A: No, the wizard requires all required fields before proceeding. However, customer and price book imports are optional and can be done later via Settings > Data.

Q: What if my import file has different column names? A: BlueClerk's AI automatically detects and maps common column variations. You'll see a preview before importing to confirm everything looks right.

Q: Can I import more customers after onboarding? A: Yes, go to Settings > Data > Import Customers anytime to add more records.

Q: What happens to my imported customers' properties? A: For homeowner customers with addresses, BlueClerk automatically creates Property records with geocoded latitude/longitude so you can schedule jobs immediately.

Q: Does the price book import set up my catalog? A: Yes, imported items become your service catalog for estimates and invoices. You can edit pricing, add photos, and organize categories in Settings > Items.