The BlueSuite support center is a collection of guides and resources to help you get the most out of your BlueSuite experience. Support guides are organized by module and tag below to help you find the information you need.
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Split a one-time job into a quote deposit and installment invoices. Learn to set up a schedule, create invoices, track payments, and understand editing limits.
ReadSplit a one-time job into a quote deposit and installment invoices. Learn to set up a schedule, create invoices, track payments, and understand editing limits.
ReadSet up recurring service plans in BlueSuite to automate scheduling, invoicing, and client management for your maintenance and subscription services.
ReadSet up repeat service schedules that bill per visit. An invoice is created and sent automatically each time an appointment is completed, with optional autopay.
ReadCreate and manage jobs to track work in progress, schedule appointments, log expenses, handle change orders, and let jobs update their own status and close themselves when the work is done and paid.
ReadSplit a one-time job into a quote deposit and installment invoices. Learn to set up a schedule, create invoices, track payments, and understand editing limits.
ReadCustomer financing through BlueSuite lets eligible customers pay over time through Stripe. Available options may include Affirm, Klarna, and Sunbit. […]
ReadSecurely store customer payment methods on file and charge them directly from invoices to collect payments faster and reduce late invoices.
ReadSplit a one-time job into a quote deposit and installment invoices. Learn to set up a schedule, create invoices, track payments, and understand editing limits.
ReadAdd optional line items to quotes so customers can select which services they want included before approving. The total updates in real time.
ReadSave reusable quote templates with preset services, pricing, and messaging so you can send professional quotes in seconds without starting from scratch.
ReadCreate and manage quotes, receive customer signatures in the iOS or Android app, collect required deposits, and download signed PDFs.
ReadSet up Team Tracking, choose who shares locations, configure phone permissions and working hours, and understand daily activity, stops, accuracy, and reporting gaps.
ReadOptimize your team’s daily routes with one click. BlueSuite reorders stops based on each team member’s starting location and drive time between appointments, keeping everything within business hours.
ReadLog hours against jobs, requests, and quotes, log time straight from a job, submit weekly timesheets for approval, and see what a job cost in labor.
ReadCreate one-time and recurring events, book appointments, and understand how appointment statuses drive job progress and billing.
ReadSet up Team Tracking, choose who shares locations, configure phone permissions and working hours, and understand daily activity, stops, accuracy, and reporting gaps.
ReadLearn how to invite team members to your BlueSuite workspace, assign roles, and walk them through accepting the invitation and logging in.
ReadChoose team roles and adjust module access, pricing, payment permissions, and other data visibility settings. Understand Owner-only billing and record-level limits.
ReadSet up Team Tracking, choose who shares locations, configure phone permissions and working hours, and understand daily activity, stops, accuracy, and reporting gaps.
ReadLabel contacts, requests, quotes, jobs, and invoices with color-coded tags so you can filter your lists your own way. Tags are internal and customers never see them.
ReadGive your customers a branded portal to view requests, quotes, invoices, and appointments, submit new requests, and pay invoices online.
ReadBlueSuite 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.
ReadAdd custom fields to contacts, quotes, jobs, invoices, and requests to track unique data that matters to your business like lead sources and preferences.
ReadUpload your company logo and set primary and secondary brand colors that appear on quotes, invoices, and your BlueSuite marketing website.
ReadRecord what your business spends, against a job, against a single appointment, or on its own, and categorize it with your own accounting codes.
ReadBuild forms your customers fill out, share them by link or embed them on your website, and let customers book a real appointment time that lands on your team’s calendar.
ReadCapture and manage inbound job inquiries from customers. Requests is an optional module you turn on in workspace settings. Create requests manually, from a form on your website, or from a link or QR code you share.
ReadProperties are the physical locations you service. Learn how properties link to contacts, how to add per-property contacts like tenants and site managers, and how properties flow through requests, quotes, jobs, and invoices.
ReadImport your existing contacts into BlueSuite from a CSV file. This guide covers file formatting, field mapping, and completing the import step by step.
ReadEnable international address formats in BlueSuite by updating your workspace country setting. Fields like province and postal code adjust automatically.
ReadCreate and organize contacts, keep customer details current, record SMS consent, and plan follow-up tasks.
ReadTrack the water heaters, furnaces, and other equipment you install and service at customer properties. Keep service history, and send warranty and replacement reminders to your team and your customers.
ReadKeep a record of the vehicles, trailers, tools, and machines your company owns. Track purchase details, warranties, and serial numbers, log maintenance and repairs, and get automatic reminders for replacements and upkeep.
ReadUse the BlueSuite ChatGPT plugin to manage contacts, create quotes, send invoices, track jobs, and schedule appointments using natural language or voice inside ChatGPT.
ReadConnect BlueSuite to 7,000+ apps with Zapier. Automate workflows when requests, quotes, jobs, or invoices are created, sent, accepted, or paid.
ReadConnect BlueSuite to Mailchimp and create workflows that automatically sync contacts to your audience when events like new contacts, quote acceptances, or invoice payments occur.
ReadSync your BlueSuite schedule to Google Calendar so your team can see workspace events in the calendar they already use every day.
ReadPaste a BlueSuite form onto any website with one snippet. No API key, no iframe, and it inherits your site’s fonts and colors.
ReadThis guide explains how to set up and use the QuickBooks integration to keep your accounting in sync with BlueSuite.
ReadSend automated text messages for appointment confirmations, reminders, overdue invoices, and payment receipts to keep customers informed.
ReadConfigure team and customer notifications, choose delivery channels, adjust follow-up reminders, and check why a message is missing.
ReadA high-level overview of editing your BlueSuite WordPress website, including where to find pages, blog posts, locations, and testimonials.
ReadCreate a professional WordPress website in minutes using BlueSuite’s AI website builder. Enter your business details, services, and locations to get started.
ReadPoint your custom domain to BlueSuite by creating an A record for www, forwarding the apex domain, and setting your domain as primary in website settings.
ReadThe Products & Services feature in BlueSuite allows you to create, manage, and reuse standard offerings across Invoices, Jobs, and Quotes. You can also create custom items when needed
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