Support Center

The BluePro support center is a collection of guides and resources to help you get the most out of your BluePro experience. Support guides are organized by module and tag below to help you find the information you need. If you need more support, please contact us.

Workspace Settings

Upload Company Logo and Set Brand Colors

You can personalize your BluePro workspace by uploading a company logo and setting your brand’s primary and secondary colors. These […]

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Contacts

Setting Up International Addresses in BluePro

Overview: BluePro supports international address formats, including those outside the United States. To enable these fields for customer properties, follow […]

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Creating and Managing Contacts

Contacts represent clients, leads, associates, and more. Learn to manage them.

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Integrations

Embedding Request Forms

Overview BluePro Embeddable Forms allow you to add customizable contact/request forms to any website that automatically create contacts and service […]

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QuickBooks Integration

This guide explains how to set up and use the QuickBooks integration to keep your accounting in sync with BluePro.

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Requests

Managing Requests

The Requests feature in BluePro allows you to capture and manage inbound job inquiries from potential customers. Requests can be […]

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Jobs

Creating & Managing Jobs

The Jobs module in BluePro lets you manage work in progress, associate it with quotes and invoices, track job profitability, schedule appointments, and log labor or material costs.

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Schedule

Scheduling Events & Appointments

BluePro allows users to create one-time, recurring, and custom recurring events and appointments using the scheduling feature. Schedule a One-Time […]

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Services

Products & Services

The Products & Services feature in BluePro 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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Invoices

Invoices

BluePro’s invoice feature lets you create, send, and track professional invoices with optional online payment and automation.

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Website

Pointing DNS to BluePro

We strongly recommend pointing your domain’s www subdomain to our server using an A record, and configuring your domain’s apex […]

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Managing Your Website

Learn how to create and manage your BluePro marketing website.

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Payments

Payments

Accept online customer payments directly in your invoices.

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Quotes

Creating and Managing Quotes

Learn how to create and manage quotes to send to your customers.

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Notifications

Email Notifications

Notifications in BluePro help your team stay informed and proactive, while ensuring customers receive timely updates.

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Users

Understanding User Roles

Learn about User Roles and how to apply them to team members.

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