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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Properties 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.
ReadContacts represent clients, leads, associates, and more. Learn to manage them.
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.
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 requests, quotes, or jobs, submit weekly timesheets for approval, and manage team time entries as a manager or admin.
ReadCreate one-time and recurring events, book appointments, and understand how appointment statuses drive job progress and billing.
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.
ReadEmbed a customizable request form on any website to automatically capture leads and create contacts and service requests in your BlueSuite workspace.
ReadThis guide explains how to set up and use the QuickBooks integration to keep your accounting in sync with BlueSuite.
ReadSecurely store customer payment methods on file and charge them directly from invoices to collect payments faster and reduce late invoices.
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.
ReadCapture and manage inbound job inquiries from customers. Requests is an optional module you turn on in workspace settings. Create requests manually, from web forms, or from your public request form and QR code.
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.
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.
ReadSend automated text messages for appointment confirmations, reminders, overdue invoices, and payment receipts to keep customers informed.
ReadNotifications in BlueSuite help your team stay informed and proactive, while ensuring customers receive timely updates.
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.
ReadLearn how to invite team members to your BlueSuite workspace, assign roles, and walk them through accepting the invitation and logging in.
ReadLearn about User Roles & Permissions and how to apply them to team members.
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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