Company Setup
The Company Setup section allows you to configure your firm’s business information, branding, and financial settings — ensuring that every proposal, invoice, and report in Blueprint Studio reflects your company’s identity and policies.
This should be one of the first steps after creating your account.
🧭 Accessing Company Settings
Navigate to Settings → Company in the main navigation bar.
The Company page will display sections for general information, financial preferences, documents, and branding.
Make your changes and click Save when finished.
🧾 Company Information
Fill out your company’s basic information so it appears on all documents.
Company Name — Your legal or trade name (displayed on invoices, proposals, and PDFs).
Address, City, State, Zip, Country — Your business location.
Email, Phone, Website — Contact details that will print on client-facing documents.
License Number / Tax ID — Optional; useful for compliance or professional registration display.
Notes / Footer — Add custom text that appears at the bottom of proposals and invoices (e.g., licensing details or business disclaimers).
Make sure your contact details match your branding on printed and emailed documents.
🌍 Localization & Currency
Under Localization, you can configure how monetary and time data are displayed:
Default Currency — Select your operating currency (e.g., USD, CAD, GBP).
Locale / Number Format — Determines how decimals and commas appear in pricing.
Time Zone — Used for timestamps on documents and system activity logs.
Date Format — Choose how dates appear in reports and documents (e.g., MM/DD/YYYY).
These preferences apply system-wide for all users in your organization.
💰 Financial Settings
Set your financial defaults to control how pricing, markups, and deposits are handled.
Pricing & Markups
Default Markup % — Automatically applied to item costs when creating proposals or budgets.
Rounding Precision — Controls decimal accuracy for price and tax calculations.
Deposits & Retainers
Default Deposit % — Applied when creating deposit invoices automatically.
Deposit Terms — Custom text that appears in deposit documents.
Payment Settings
Payment Instructions — Add text such as “Make checks payable to…” or bank transfer details.
Accepted Payment Methods — Indicate accepted payment types (Credit Card, ACH, Check).
You can override these defaults at the project or document level later if needed.
🧾 Tax & Accounting Configuration
Blueprint Studio allows you to manage how sales tax and accounting data are applied to transactions.
Default Tax Code — The primary sales tax code used for new projects.
Tax Registration / ID — If applicable, display this on invoices and proposals.
QuickBooks Sync Account — If QuickBooks integration is enabled, select your primary revenue and liability accounts here.
Ensure the default tax code matches your main jurisdiction. You can override tax codes per project or proposal.
📄 Document Settings
Define how documents are numbered and formatted throughout the system.
Proposal Number Format — Customize numbering prefixes or sequences (e.g., PROP-1001).
Invoice Number Format — Control numbering for invoices.
Purchase Order Format — Define numbering pattern for purchase orders.
Document Terms & Disclaimers — Default text that appears at the end of each document.
Consistent numbering helps maintain professional and auditable records.
🎨 Branding & Visuals
Add your company’s logo, colors, and visual identity for a polished client presentation.
Logo Upload — Appears on all proposals, invoices, and reports.
Cover Image (Optional) — Shown on client-facing portals or PDFs.
Brand Color — Controls accent colors for buttons and highlights on PDFs.
For best results, use a transparent PNG logo with a minimum width of 300px.
⚙️ Notifications & Communication
Control how notifications and emails are sent from Blueprint Studio.
Email From Name — Appears in emails sent to clients (e.g., “Blueprint Studio Team”).
Reply-To Email — Client replies will go to this address.
Notification Preferences — Enable or disable alerts for new comments, payments, and approvals.
📋 Terms, Labels & Defaults
Customize standard terms, disclaimers, and field labels to match your firm’s tone and language.
Proposal Terms — Default terms shown in all new proposals.
Invoice Terms — Payment terms (e.g., “Net 15,” “Due on receipt”).
Purchase Order Terms — Text added to vendor purchase orders.
Custom Field Labels — Rename terms like “Client,” “Vendor,” or “Room” if you prefer different wording.
Updating labels can help align Blueprint Studio terminology with your internal process or regional language.
🔒 Permissions & User Access
Company settings are restricted to users with Admin privileges. Changes made here affect all users and projects across your organization.
Only administrators should modify company settings to ensure consistency across your firm’s documentation and accounting integrations.
✅ Best Practices
Complete company setup before creating your first proposal or invoice.
Review all address and tax information for accuracy.
Upload your logo early for consistent document branding.
Revisit settings periodically, especially after tax rate or policy changes.
Export your company settings periodically for backup or compliance reference.
🧭 Next Steps
Once your company profile is set up, you’re ready to:
Invite Users & Assign Projects
Create Your First Project
Set Up Sales Tax Codes
Configure Integrations
Welcome to Blueprint Studio — your professional workspace starts here. ✨