Company Settings

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

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

Profile Settings

Company Information

• Company name: How you appear to customers
• Phone number: Main business line
• Email: Primary contact email
• Address: Business location
• Website: Company website URL
• Description: Brief overview of your services

Branding

• Logo: Upload your company logo (appears on invoices, estimates, and emails)
• Primary color: Brand color used in customer-facing materials

Service Categories

Configure Your Services

Manage the services your company offers to appear in the contractor services picker:

1. Go to Settings > Services
2. View the complete service categories list:
   • Plumbing - Drain cleaning, leak repair, pipe installation, water heater, faucet/toilet repair, sewer line, garbage disposal
   • HVAC - Installation, repair, maintenance, ductwork, air quality services
   • Electrical - Wiring, panel upgrade, outlet installation, lighting, troubleshooting, smart home
   • Roofing - Roof repair, roof replacement, gutter installation/repair, siding
   • Flooring - Hardwood, tile, carpet, laminate, vinyl
   • Painting - Interior painting, exterior painting, cabinet painting, texture work
   • Landscaping - Lawn care, tree service, irrigation, hardscaping
   • Carpentry - Framing, trim work, cabinet installation, deck building
   • Masonry - Brick/stone work, concrete, pavers
   • Appliance Repair - Refrigerators, washers/dryers, ovens, dishwashers
   • Garage Door - Installation, repair, opener service
   • Fencing - Wood, vinyl, chain link, gates
   • Windows & Doors - Installation, repair, replacement
   • Insulation - Attic, wall, crawl space
   • Exercise Equipment - Repair
3. Select the services you offer
4. Your selections appear in job creation and public profile

Customer Types

Select Your Target Customers

Choose which types of customers you work with:

1. Go to Settings > Customer Types
2. Check the customer types you serve:
   • Homeowners - Residential property owners
   • Businesses - Commercial customers and property managers
   • Builders - Home builders and construction companies
3. Changes save automatically

When you save customer types, the parent settings page shows "Settings saved" - no duplicate toast appears from the customer types tab.

Business Preferences

Operating Hours

• Business hours: When you take appointments
• Time zones: Your local time zone
• Days of operation: Which days you work

Invoice Defaults

• Payment terms: Net 15, Net 30, Due on Receipt, etc.
• Default tax rate: Automatically applied to invoices
• Invoice numbering: Starting number and prefix
• Invoice notes: Standard footer text

Communication Preferences

• Email notifications: When to email you about activity
• SMS notifications: Text alerts for urgent items
• Customer notifications: What customers receive automatically

Integrations

Accounting Software

Connect QuickBooks, Xero, FreshBooks, or Wave:

• Sync customers automatically
• Push invoices to your books
• Keep everything in sync

See Accounting Integrations for setup.

Payment Processing

Connect Stripe, Square, or Venmo to accept payments:

• Customers pay invoices online
• Money goes straight to your bank
• Automatic payment tracking

See Payment Settings for setup.

Tips

• Complete your profile - Customers trust companies with complete information
• Upload a professional logo - It appears on all customer-facing documents
• Set accurate service hours - Helps customers know when to expect responses
• Configure invoice defaults - Saves time on every invoice you create

Questions

Q: Do I need to fill out every field? A: No, but more complete profiles build customer trust and improve search visibility.

Q: Can I change my company name later? A: Yes, but it will update everywhere - invoices, estimates, and customer communications.

Q: What logo format should I use? A: PNG with transparent background works best, but JPG is fine too. Aim for at least 500px wide.

Q: Will changing customer types affect existing records? A: No, it only controls which types of customers you can add going forward and how you appear in search.