Branded Email Templates
Add your company logo to invoice and estimate emails
Overview
Branded email templates let you add your company logo to invoice and estimate emails sent to customers. This creates a more professional appearance and reinforces your brand identity in every customer communication.
Setting Up Branded Emails
Upload Your Company Logo
- Go to Settings > Company Profile
- Upload your company logo in the branding section
- Your logo will automatically appear on invoice and estimate emails
How It Works
When you send an invoice or estimate:
- Your company logo appears at the top of the email
- Company name and contact info display below the logo
- Professional layout matches your brand
Email Footer Branding
Free Plan: "Powered by BlueClerk"
On the free plan, all invoice and estimate emails include a "Powered by BlueClerk" footer with our logo. This helps us grow while you use the platform for free.
Paid Plans: Hide the Footer
When you upgrade to a paid plan:
- Go to Settings > Company Profile
- Toggle "Hide BlueClerk Branding" to ON
- The "Powered by BlueClerk" footer will be removed from all future emails
This gives you complete control over your brand presentation to customers.
Tips
- Use a square or horizontal logo for best email display
- High-resolution logos (at least 300x300px) look best
- Transparent background PNGs work well for email
- Test by sending yourself an invoice to preview the layout
Questions
Q: Will my logo appear on invoice PDFs too? A: Yes, your company logo appears on both email templates and PDF invoices/estimates.
Q: Can I customize the email template layout beyond adding my logo? A: Currently, logo upload is the main branding option for emails. For PDF invoices and estimates, see Invoice Template Customization for more styling options.
Q: What happens if I don't upload a logo? A: Emails will still send with your company name and contact information, just without a logo image at the top.
Q: Does hiding BlueClerk branding affect anything else? A: No, it only removes the "Powered by BlueClerk" footer from invoice and estimate emails. All other features work the same.
ACTION: NEW FILENAME: jobs/expense-tracking.md CONTENT:
title: "Job Expense Tracking" category: "Jobs" description: "Track costs and calculate profit for each job"
Overview
Job expense tracking lets you record all costs associated with a job - materials, labor, equipment, permits, and more. BlueClerk automatically calculates item costs from your job report, then lets you add manual expenses for things like fuel, permits, or subcontractor labor. See your profit margin at a glance.
How It Works
Automatic Cost Calculation
When you complete a job with a job report:
- Line items with costs are automatically calculated
- Total item costs appear in the expenses section
- No manual entry needed for items already in your catalog
Adding Manual Expenses
For costs not captured in line items:
- Open the job you want to add expenses to
- Expand the "Profit & Expenses" section (click to expand)
- Click "Add Expense"
- Fill in expense details:
- Category: Materials, Labor, Equipment, Permits, Fuel, Subcontractor, or Other
- Description: What the expense was for
- Amount: Dollar amount
- Date: When the expense occurred (optional)
- Vendor: Who you paid (optional)
- Click "Add" to save
Viewing Profit Summary
The collapsed expense section shows:
- Revenue: Total from associated invoice(s)
- Total Costs: Item costs + manual expenses
- Profit: Revenue minus costs
- Margin: Profit as a percentage of revenue
Expand the section to see:
- Itemized costs from job report line items
- Manual expenses you've added
- Add/delete expenses
Color-Coded Profit
- Green: Profitable job (positive margin)
- Red: Unprofitable job (negative margin)
Expense Categories
Choose from these categories when adding expenses:
- Materials: Supplies and materials purchased
- Labor: Employee wages or hourly costs
- Equipment: Tool rentals or equipment costs
- Permits: Building permits or inspection fees
- Fuel: Vehicle fuel and mileage
- Subcontractor: Payments to subcontractors
- Other: Miscellaneous costs
Tips
- Add expenses as they happen - Don't wait until the end
- Track everything - Small costs add up
- Use vendor field - Helps with bookkeeping later
- Review before invoicing - Make sure all costs are captured
Questions
Q: Can I edit or delete expenses after adding them? A: Yes, expand the Profit & Expenses section and click the trash icon next to any manual expense to delete it. Item costs from the job report can only be changed by editing the job report itself.
Q: Do expenses sync to QuickBooks or Xero? A: Not currently. Expenses are tracked in BlueClerk for profit visibility but don't automatically sync to accounting software.
Q: Can I see profit across all jobs? A: Currently, profit is calculated per-job. A dashboard view of overall profitability is coming soon.
Q: What if I don't have an invoice yet? A: Revenue will show as $0 until you create and associate an invoice with the job. You can still track costs before billing.
ACTION: NEW FILENAME: getting-started/dashboard-kpis.md CONTENT:
title: "Dashboard KPIs and Reports" category: "Getting Started" description: "Track close rate, average job value, revenue trends, and aging receivables"
Overview
The contractor dashboard now includes key performance indicators (KPIs) and financial reports to help you understand your business health at a glance. Monitor your sales effectiveness, job profitability, revenue trends, and outstanding payments - all from one screen.
Dashboard KPI Cards
Close Rate
Shows what percentage of estimates you send get accepted by customers.
- Calculation: Accepted estimates ÷ total estimates sent
- Time period: All time
- Example: "67% - 8 of 12 estimates"
- Why it matters: Measures your sales effectiveness
Average Job Value
Your typical job size based on paid invoices.
- Calculation: Total paid invoice amounts ÷ number of paid invoices
- Time period: Last 90 days
- Example: "$3,450"
- Why it matters: Helps with pricing and capacity planning
Revenue (30 days)
Total revenue from paid invoices in the last month.
- Calculation: Sum of paid invoices in last 30 days
- Example: "$28,400"
- Why it matters: Current cash flow indicator
Outstanding AR
Total unpaid invoice balance across all customers.
- Calculation: Sum of all unpaid and partially paid invoices
- Example: "$12,350"
- Color coding: Amber if >$0, green if $0
- Why it matters: Shows money you're owed
Revenue Chart
A bar chart showing monthly revenue trends over the last 6 months.
- Shows: Paid invoice totals by month
- X-axis: Month labels (e.g., "Jan", "Feb")
- Y-axis: Dollar amounts (auto-scales)
- Tooltip: Hover over bars to see exact amounts
- Empty state: "No revenue data yet" if no paid invoices
Aging Receivables
Breaks down your outstanding invoices by how overdue they are.
Buckets
- Current (0-30 days): Recently sent, not yet due
- 31-60 days: Slightly overdue
- 61-90 days: Moderately overdue
- 90+ days: Seriously overdue
Display
- Dollar amount for each bucket
- Progress bar showing percentage of total AR
- **
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