Make PalBlu
work for you.
Every trades business is different. PalBlu gives you the guardrails and the flexibility — turn on what you need, hide what you don't, and make it feel like software built just for you.
6 Steps to Your Perfect Setup
1. Pick Your Industry
Select from 12+ specialized trades — HVAC, plumbing, electrical, landscaping, and more. Your dashboard, job types, and terminology adapt instantly.
Industry templates provide common job types and sample services. Review your own prices and onboarding tasks before using them.
2. Hide What You Don't Need
Toggle entire modules on or off. Don't do quoting? Hide it. No inventory to track? Gone. Your team only sees what matters to them.
Go to Settings → Features and uncheck modules. They disappear from your sidebar instantly — no clutter, no confusion.
3. Explore Your Workspace
Keep scheduling, jobs, sales and money in clear groups. Open or close sections as you work.
Dispatchers can focus on Schedule, while techs see their assigned jobs and time tracking.
4. Set Up Roles & Permissions
Assign roles like Admin, Manager, Tech, Sales, or HR. Each role sees only the modules and actions relevant to their job.
A tech sees their assigned jobs and can clock in. A manager sees everything plus approval queues. A CPA gets view-only access to financials.
5. Brand It As Your Own
Upload your logo, set your company colors, and your portal feels like YOUR software — not a generic SaaS tool.
Your customers see your brand on quotes, invoices, and payment links. Your team sees your logo when they log in.
6. Set Up Invoice Payment Instructions
Add your payment instructions to branded invoices, then record payments and review balances.
Payment recording is separate from processing money. Configure the instructions that fit your business.
Every Module, No Hidden Tiers
All these modules are included on every plan. Toggle them on or off — you're never paying for features you can't access.
Dashboard
At-a-glance KPIs and daily snapshot
Jobs
Create, assign, track, and complete work orders
CRM
Customer database with full activity history
Quoting
Professional branded quotes with e-signatures
Invoicing
Send invoices and track payment status
Payments
Record payments and track invoice balances
Reports
Revenue, expenses, reimbursements, and exports
Team
Time tracking, clock-in/out, department management
Onboarding
Company checklists and completion history
Inventory
Parts tracking, usage reports, reorder alerts
Settings
Branding, features, roles, and integrations
See It in Action
The best way to understand how PalBlu adapts to your business is to try the demo. Pick your industry and explore every module — no signup required.
Launch Demo