Follow-Up Tools: Never Let an Invoice, PO, or Job Update Slip Through the Cracks
Builders move fast, subcontractors juggle dozens of jobs, and homeowners expect real-time updates. When communication stalls, payments slow and relationships suffer. BlueClerk's Follow-Up Tools automate every critical touchpoint—from quick invoice resends to one-way SMS notifications—so contractors stay paid and partners stay in the loop.
Automated Invoice Follow-Ups
Every invoice you email from BlueClerk stays attached to its job record and can be resent as often as necessary.
Quick Resend
Open the invoice, click Resend, and BlueClerk emails the exact same document to the current builder contact.
Threaded History
Each resend remains in the same email thread, giving builders full context without cluttering their inbox.
PO Request Follow-Ups
Some builders refuse to release funds until a purchase order is on file. BlueClerk eliminates the back-and-forth with automated PO requests.
Auto-Generated Request
BlueClerk emails the builder a branded PDF containing scope and estimated cost, plus a one-click Approve PO button.
Self-Updating Status
As soon as the builder approves, the PO attaches to the job record and updates the status to Ready to Schedule.
One-Way SMS Job Notifications
Email works for paperwork, but time-sensitive milestones demand something builders and homeowners actually read. BlueClerk sends concise, one-way SMS messages at the two moments that matter most.
Job Scheduled
Date, arrival window, and crew lead name appear in a short text so recipients can plan their day.
Job Completed
A second text confirms the work is done and, if you choose, links to photo proof in the BlueClerk portal.
Frequently Asked Questions
What happens if a builder changes email domains?
The first email to the old address will bounce. BlueClerk alerts you, and a quick resend to the new address keeps the payment cycle moving.
Do SMS messages cost extra?
Every BlueClerk subscription includes a monthly bundle of SMS credits sized for typical usage. Heavy users can purchase additional credits at wholesale rates.
Is homeowner data secure?
All contact information is encrypted in transit and at rest. Role-based permissions ensure only authorized team members see homeowner details.
Get Paid Faster—Activate BlueClerk Follow-Up Tools Today
Manual reminders leak revenue. Missing purchase orders stall projects. Lost emails put cash flow at risk. Turn communication chaos into cash-flow clarity.