Overview

Company settings control how your business appears to customers and how BlueClerk works for your team. From your logo and contact info to invoice defaults and integrations, this is where you customize BlueClerk for your business.

Accessing Company Settings

Click your profile icon (top-right corner)
Select "Settings"
Navigate sections using the sidebar

Profile Settings

Address

Your physical business location:

Street address
City, state, ZIP code
This appears on invoices and your public profile

Logo

Your company logo appears on:

Invoices and estimates
Public profile page
Customer communications

To upload a logo:

Click the logo area or "Upload Logo"
Select an image file (PNG, JPG, or SVG)
Crop/adjust if needed
Save changes

Recommended: At least 400×400 pixels, square format.

Description

Write a compelling description of your business:

What services you provide
Your experience and expertise
What makes you different
Service area

Maximum 1000 characters. This shows on your public profile.

Service Categories

Selecting Your Services

Choose the trades/services you offer:

Plumbing
Electrical
HVAC
Roofing
Painting
General Contracting
And many more...

Select all that apply. This helps:

Customers find you
Organize work by type
Filter in reports

License Information

If your trade requires licensing:

License Number: Your official license number
License Label: What to call it (e.g., "State Contractor License #")

This displays on your public profile and invoices.

Customer Type Settings

Who You Serve

Select the customer types you work with:

Homeowners: Residential customers
Builders: New construction and warranty work
Commercial: Business customers

This affects available features and how customers find you.

Invoice Settings

Defaults

Set default values for new invoices:

Payment Terms: Due on Receipt, Net 10, 15, or 30
Tax Rate: Default tax percentage
Invoice Notes: Standard text added to invoices

Numbering

Customize invoice numbering:

Invoice Prefix: Default is "INV" (e.g., INV-0001)
Estimate Prefix: Default is "EST" (e.g., EST-0001)
Next Number: Current sequence number

Business Email

Using a Custom Email

Send invoices from your business email instead of your login email:

Go to Business Email in settings
Enter your business email (e.g., billing@yourcompany.com)
Click "Send Verification"
Check your inbox and click the verification link
Email is now verified and will be used for invoices

Why Use Business Email?

More professional appearance
Matches your domain
Separates billing from personal email

Public Profile

Your Profile URL

Create a custom URL for your public profile:

Format: blueclerk.com/your-company-name
Must be unique
URL-safe characters only

Profile Visibility

Your public profile shows:

Company name and logo
Description
Service categories
Contact information
"Request Service" button

Tips

Keep your profile complete - it builds trust
Use a professional, high-quality logo
Write a description that speaks to your ideal customer
Keep contact information current
Review settings periodically

Common Questions

Q: Can I change my company name? A: Yes, update it in settings. Changes apply to new documents; existing documents keep the old name.

Q: Who can access company settings? A: Only users with Admin role can modify company settings.

Q: Will changing my logo update old invoices? A: No, existing invoices keep the logo from when they were created.

Q: Can I have multiple company profiles? A: Each company has one profile. If you operate multiple businesses, contact support about multi-company setups.

Company Settings