Getting Started
Set up your account, complete your profile, and start using BlueClerk
16 articles in this category
Admin Operations Dashboard
Monitor platform health, revenue metrics, and system performance
Admin Panel Overview
Navigate the BlueClerk admin dashboard and manage users, customers, and leads
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
Global Search
Quickly find tickets, jobs, invoices, estimates, and customers from anywhere in BlueClerk
Load Test Monitoring
Automated performance testing with AI diagnosis and auto-fix for system reliability
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
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
Subscription Billing
Understand BlueClerk's subscription pricing, payment, and AI credit usage
Support Chat Assistant
Get instant help using the BlueClerk AI support assistant
User Engagement Tracking
How BlueClerk tracks feature usage to send helpful tips