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.

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Review Solicitation: Collect Customer Reviews & Feedback

BlueSuite review solicitation asks customers for a review after you finish their work, automatically or by hand, over email or SMS. Happy customers are pointed at your public review platforms and everyone else gives private feedback.

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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.

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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.

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