Settings & Preferences

Blueprint Studio includes flexible settings that let you customize how your company and projects operate. You can configure company branding, tax codes, payment terms, and document layout preferences to match your workflow.

Most settings are managed by an administrator. Changes apply across your entire company unless specified as project-level overrides.

Company Settings

Company settings define global information and defaults for your Blueprint Studio workspace.

1

Access Company Settings

Go to Settings → Company Profile.

2

Review or update

• Company name and logo

• Address and contact info

• Default currency

• Default tax code or rate

3

Save changes

Click Save.

Your logo and contact details automatically appear on all client-facing documents such as proposals and invoices.

Use a transparent PNG logo for best appearance on PDFs and emails.

Users & Permissions

Manage who can access Blueprint Studio and what they can do.

1

Navigate to Settings → Users.

2

View users

You’ll see a list of all users with roles like Designer, Admin, or Client.

3

Invite a new user

Click Invite User to add a new person.

4

Assign a role

Assign a role that defines their permissions.

Common roles:

• Admin: Full access to company settings, financials, and user management.

• Designer: Can manage projects, proposals, and items.

• Bookkeeper: Can access invoices and payments but not design data.

• Client: Limited access to approved proposals, invoices, and payments.

Keep roles clearly defined — it helps maintain data security and reduces accidental changes.

Tax Codes & Rates

Blueprint Studio supports flexible tax setup to handle multiple locations or categories.

1

Go to Settings → Tax Codes.

2

Add a tax code

Click Add Tax Code.

3

Enter details

• Enter a name (e.g., “NY Sales Tax”).

• Add a percentage (e.g., 8.875%).

4

Save

Click Save.

You can then assign tax codes at the project, proposal, or invoice level.

If you update a tax rate, existing documents keep their original rate to preserve historical accuracy.

Default Payment Terms

Set standard payment terms that appear on invoices and proposals.

1

Go to Settings → Payment Terms.

2

Add or edit options

Options such as:

• Due on receipt

• Net 15

• Net 30

3

Set default

Select a default term for new documents.

You can override payment terms on individual invoices if needed.

Document Layout Preferences

Customize how your documents appear to clients.

1

Navigate to Settings → Document Layouts.

2

Choose default options

• Showing or hiding item images

• Grouping by Room or Category

• Showing markups or margins

• Including signature lines or disclaimers

3

Save your defaults

Save your preferred defaults.

You can override these settings when creating individual proposals or invoices.

Email Templates

Blueprint Studio provides editable email templates for all system-generated messages.

1

Go to Settings → Email Templates.

2

Choose an email type

(e.g., Proposal, Invoice, Payment Confirmation).

3

Edit content

Edit the subject and body text. Use placeholders (like {clientName} or {projectName}) for personalization.

4

Save changes

Click Save.

Always test changes by sending a sample email to yourself before using it with clients.

Notifications

Control how and when you receive system notifications.

1

Go to Profile → Notification Settings.

2

Choose triggers

Choose which events trigger an email alert (e.g., new comments, approvals, payments).

3

Toggle preferences

Toggle on/off for each type.

Notifications can also appear inside Blueprint Studio’s notification center.

Adjust your preferences to focus only on updates relevant to your role.

Integrations

You can connect Blueprint Studio to external tools like QuickBooks Online or Harvest to streamline accounting and time tracking.

Each integration has its own setup instructions (see the Integrations section for details).

Resetting Preferences

You can restore defaults anytime.

1

Go to Settings → Preferences.

2

Restore defaults

Click Restore Defaults.

3

Confirm

Confirm when prompted.

This resets all customized layouts, tax codes, and templates to system defaults.