Workspace Settings - Support Guides

Client Portal Setup

Give your customers a branded portal to view requests, quotes, invoices, and appointments, submit new requests, and pay invoices online.

Continue Reading

Review Solicitation: Collect Customer Reviews & Feedback

BlueSuite review solicitation allows you to automatically request customer reviews after an invoice is sent. Based on the rating a customer selects, feedback is either directed to public review platforms or captured privately inside BlueSuite.

Continue Reading

How to Use Custom Fields

Add custom fields to contacts, quotes, jobs, invoices, and requests to track unique data that matters to your business like lead sources and preferences.

Continue Reading

Upload Company Logo and Set Brand Colors

Upload your company logo and set primary and secondary brand colors that appear on quotes, invoices, and your BlueSuite marketing website.

Continue Reading