Settings & Customization
Customer Portal
Account Settings
- Troubleshooting Callback Integration
- Editing Your Company Profile
- Settings Overview
- Account URL
- Updating Your Credit Card Information
- Configure Account Options
Users, Roles, and Permissions
Work Order Settings
Email & Notification Settings
- Your BlueFolder Email Address - What it's for and How to Customize it
- Incoming Email: How does BlueFolder Handle Incoming Email?
- Outgoing Email: When are Notifications Sent and Where do They come from?
- Outgoing Email: How to Set Up SPF so BlueFolder can Send Email on Behalf of Your Email Domain
- Outgoing Email: Sending Notifications to Your Customers
- Troubleshooting Notifications
Customer Settings
Equipment/Asset Settings
Item List
Billing Settings
QuickBooks Integration
Importing & Exporting Data
- Importing Items Overview
- How to Import Customer Information
- How to Import Items (Labor, Materials, Expenses)
- How to Export Customer Data from QuickBooks
- How to Export Contact Data from Outlook
- How to Export Item Data from QuickBooks