Getting Started
Set up your account, complete your profile, and start using BlueClerk
34 articles in this category
Granting Free Marketplace Access
Give builder companies free marketplace access for testing or promotional purposes
Admin Operations Dashboard
Monitor platform health, revenue metrics, and system performance
Admin Outreach — AI Cold Emails
Send personalized AI-generated cold emails to scraped leads via AWS SES
Admin Panel Overview
Navigate the BlueClerk admin dashboard and manage users, customers, and leads
AI Chat Assistant
Upload images and PDFs, search data, create records, and get answers using the AI assistant with multi-turn conversations and context memory
AI Chat History
Save, view, and resume AI chat conversations with persistent chat history
Browser Extension Integration
Import service orders from iFit, Dispatch.me, and other portals directly into BlueClerk
Builder Onboarding Checklist
Complete your builder setup with the guided onboarding checklist
Builder Portal Overview
Navigate the BlueClerk builder portal and manage subdivisions, properties, and construction phases
Builder Statistics API
View scraper data overview and property statistics
Setting Up Your Company Profile
Configure your company information, logo, and services offered
Connecting Stripe for Payments
Set up Stripe to accept credit card payments from your customers
Creating Your Account
Sign up for BlueClerk using your email or Google account
Daily Summary Email
Receive a comprehensive daily email at 7 PM Central with all business activity from the last 24 hours
Enterprise Security Features
Audit logs, user deactivation, session invalidation, and secure file uploads for enterprise accounts
Error Log
View, copy, and download system errors and warnings for debugging
Global Search
Quickly find tickets, jobs, invoices, estimates, and customers from anywhere in BlueClerk
Load Test Monitoring
Automated performance testing with 500 virtual users, mixed read/write operations, and automatic cleanup
Mobile App Promotion & Download
Find and download the BlueClerk mobile app for iOS and Android
Mobile Error Monitoring & Auto-Fix
Automatic crash report collection, deduplication, and AI-powered bug fixes for the mobile app
Sign In with Google
Sign in to BlueClerk using your Google account and link Google to existing accounts
Texas Lead Coverage
BlueClerk scrapes leads from 16 major Texas cities with 4 daily updates and hourly enrichment
Onboarding Checklist
Complete your setup and get the most out of BlueClerk
Company Onboarding Wizard
Complete your initial company setup with the guided onboarding wizard including customer and price book imports
Importing Data from Other Platforms
Import your customers, properties, and jobs from Jobber, Housecall Pro, ServiceTitan, or FieldEdge
QA Audits
View automated UI/UX review reports from scheduled audits
QA Issues Tracker
Report bugs and request changes with the QA Issues board
Automated Smoke Tests
Continuous system health monitoring through automated database and API testing
Subscription Billing
Understand BlueClerk's subscription pricing, payment, and AI credit usage
Support Chat Assistant
Get instant help using the BlueClerk AI support assistant with conversational style and actionable suggestions
Terms of Service Acceptance
Accept BlueClerk's Terms of Service when you first sign up
User Engagement Tracking
How BlueClerk tracks feature usage to send helpful tips
AI Learning & RAG (Voyage Embeddings)
How BlueClerk's AI gets smarter for your business over time using Voyage embeddings and company-specific learning
Welcome & Engagement Emails
Automated emails to help you discover BlueClerk features