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Company Settings

Configure your company profile, branding, preferences, and timezone

On this page

OverviewAccessing Company SettingsProfile SettingsService SettingsInvoice SettingsTimezone ConfigurationIntegration SettingsNotification PreferencesTipsQuestions

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, timezone configuration, saved document library, 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 your business is displayed
  • Contact Email: Where customer replies and notifications go
  • Contact Phone: Your main business line
  • Website: Link to your company website
  • Address: Physical location (appears on invoices)

Branding

  • Company Logo: Upload your logo for invoices and emails
  • Primary Color: Brand color used in documents
  • Accent Color: Secondary brand color

Documents Tab

The Documents tab lets you upload and manage a library of PDFs that can be reused across invoices, estimates, and purchase orders. Perfect for terms & conditions, warranties, service agreements, and other documents you send with proposals.

Adding Saved Documents

  1. Go to Settings > Company Profile
  2. Click the "Documents" tab
  3. Click "Upload Document"
  4. Choose a PDF file (max 15MB)
  5. Enter a label to identify the document
  6. Click "Save"

Using Saved Documents

Saved documents can be attached when sending:

  • Invoices - Include payment terms or warranties
  • Estimates - Attach service agreements or terms
  • Purchase Orders - Include specifications or drawings

When sending any of these documents via email, you'll see a "Attach Saved Documents" dropdown where you can select from your library.

Managing Saved Documents

  • Rename: Click the edit icon next to any document to change its label
  • Delete: Click the trash icon to remove a document from your library
  • View: Click any document row to open the PDF in a new tab

Note: Only company admins can upload, edit, or delete saved documents.

Service Settings

Services Offered

Select which services your company provides:

  • HVAC
  • Plumbing
  • Electrical
  • Roofing
  • General Contracting
  • And more...

Customer Types

Choose which types of customers you work with:

  • Homeowners
  • Businesses
  • Builders
  • Property Managers

Invoice Settings

Default Settings

  • Payment Terms: Net 30, Due on Receipt, etc.
  • Tax Rate: Default sales tax percentage
  • Invoice Prefix: Customize invoice numbering (e.g., INV-)
  • Next Invoice Number: Starting number for new invoices

Invoice Notes

Add standard notes that appear on all invoices:

  • Payment instructions
  • Warranty information
  • Company policies
  • Thank you message

Timezone Configuration

Your company timezone controls how dates and times are displayed throughout BlueClerk:

  • Job scheduling - All job dates and times are interpreted in your company timezone
  • Appointment reminders - Sent based on your company timezone
  • Reports and filters - Date ranges use your company timezone
  • Calendar views - Events display in your company timezone

Important: When you schedule a job for 2:00 PM, it's 2:00 PM in YOUR company timezone - not the timezone of the device viewing it. This ensures consistency across your team, even if team members are in different locations.

To change your timezone:

  1. Go to Settings > Company Profile
  2. Find "Company Timezone" section
  3. Select your timezone from the dropdown
  4. Save changes

Integration Settings

Connect BlueClerk with other tools:

  • Accounting Software: QuickBooks, Xero, FreshBooks
  • Payment Processing: Stripe, Square
  • Communication: Email, SMS providers

Notification Preferences

Control how your team receives alerts:

  • Email notifications
  • SMS alerts
  • In-app notifications
  • Reminder schedules

Tips

  • Complete your profile fully - More information = more trust from customers
  • Upload a professional logo - Appears on invoices and estimates
  • Set accurate tax rates - Saves time and prevents errors
  • Configure invoice numbering - Before sending your first invoice
  • Set your timezone correctly - Prevents scheduling confusion across your team

Questions

Q: Can I change my invoice prefix after sending invoices? A: Yes, but it only affects new invoices. Existing invoices keep their original numbers.

Q: What happens if I change my company timezone? A: Existing scheduled jobs will be reinterpreted in the new timezone. A job scheduled for 2:00 PM Central will still show as 2:00 PM after changing to Eastern, but it will occur one hour earlier in absolute time.

Q: Who can see my company settings? A: All team members can view company info, but only admins can edit settings and saved documents.

Q: How do I change my logo? A: Go to Settings > Company Profile > Branding, click Upload Logo, select your file (PNG or JPG), and save.

Q: Can I attach multiple saved documents to one invoice? A: Yes, when sending an invoice or estimate via email, you can select multiple documents from the saved documents dropdown.

Q: What file types are supported for saved documents? A: Only PDF files are supported. Maximum file size is 15MB per document.

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