BlueSuite provides business management tools designed for home service companies that are simple enough to use, yet powerful enough to help you grow your business.
BlueSuite provides a marketing website made for home service businesses fine tuned to generate leads and convert visitors into customers. Built with AI to save you time and money.
Accept payments online and in the field to keep cash flow steady. Provide clients with multiple payment options, including credit cards and ACH transfers. Accept deposits and partial payments.
Track, assign, create statements of work, and manage jobs with real-time updates and automated workflows. Monitor job progress, set appointments for your team, and ensure nothing falls through the cracks with status updates. Keep job details, documents, and communications in one place for a smoother, more organized workflow.
Simply provide information about your business—services, locations, branding colors, logo, owner details—and our AI generates a complete professional website for you. Built on WordPress, your site includes all pages, content, testimonials, and even blog posts tailored to your home service business. Modern design, fast loading speeds, and mobile-friendly layouts with lead forms pre-connected to your BlueSuite account.
Accept payments online and in the field to keep cash flow steady and convenient. Provide clients with multiple payment options, including credit cards and ACH transfers, through a secure and user-friendly platform. Accept deposits and partial payments. Instantly track paid and outstanding invoices, reducing delays and improving financial stability.
Create, send, and track invoices effortlessly, ensuring you get paid on time. Generate professional invoices in seconds, let repeat visits invoice themselves as soon as the work is done, and send payment reminders to clients. Keep track of outstanding payments with real-time status updates, reducing the hassle of manual follow-ups.
Manage customer details, history, and interactions for better relationships and repeat business. Store and organize client information, track job history, and add custom notes to provide personalized service. Quickly access contacts and follow up with leads, helping you convert more inquiries into paying jobs.
Generate accurate, branded estimates quickly and convert them into jobs with one click. Customize pricing, add materials and labor costs, and send quotes to customers for approval via email and text message. With automated follow-ups and digital approvals, you can reduce turnaround time and close deals faster.
Keep all your service and material pricing organized for quick and reliable quoting. Create and maintain an up-to-date pricing sheet that automatically syncs with your quotes and invoices. Ensure consistent pricing across your team, reducing errors and improving transparency with customers.
Plan, assign, and adjust job schedules with a powerful, easy-to-use calendar. Drag and drop jobs, put repeat customers on a standing schedule, and sync schedules with service team members in real time. Get automatic reminders and prevent scheduling conflicts, keeping your workflow smooth and efficient.
Send review requests to customers after you complete a job. If they respond positively, automatically request they post their review to your online profiles of choice. For customers that didn't have a great experience, automatically follow up with them to understand what we can do better.
Give your clients their own secure portal to view requests, quotes, invoices, and appointments. They can submit new requests, approve or decline quotes, pay invoices, and manage appointments — all without a phone call. Build trust and save time with self-service access.
Create recurring maintenance plans with automated billing, scheduled visits, and optional add-ons. Let customers subscribe through your client portal with self-service sign-up, and keep them informed with automated email notifications for every step of the process.
Easily log, categorize, and manage expenses to keep your service businessfinances organized and transparent.
Empower your team to track time and generate timesheet reports to analyze job profitability.
Manage your business on the go with the BlueSuite phone and tablet app. It is available for both iOS and Android.
Get real-time alerts and customizable notifications to stay informed on important updates.
Collaborate efficiently with team members by adding private notes and threaded comments.
Put a job on a repeat schedule and every visit invoices itself the moment the work is marked done.
Control user access and permissions to streamline workflows and enhance security.
Sync financial data seamlessly with QuickBooks for effortless bookkeeping and reporting.
Set a repeat schedule once and every visit lands on the calendar, for as long as the customer stays with you.
Integrate with Mailchimp such that your contacts are automatically synced to Mailchimp.
Sync your BlueSuite schedule to your Google Calendar to keep your team on the same page.
Connect with your website to capture leads, display job statuses, or sync customer data effortlessly.
Add custom fields to your jobs, invoices, contacts, and quotes to track specific information.
Save payment methods for your customers so you can easily bill them. You can also manually charge a card for a customer.
Resources and tips on running your service business with BlueSuite. Get tips and tricks to improve your business acumen. So you can spend more time focusing on what matters most–craftsmanship.
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