Creating Your Account

Overview

Creating a BlueClerk account is your first step toward streamlining your contracting business. Whether you're a contractor looking to manage jobs and customers, a homeowner seeking reliable service providers, or a builder managing warranty work, BlueClerk has you covered. All registrations are protected by Cloudflare Turnstile to prevent spam and abuse, and require acceptance of legal agreements appropriate to your account type.

IMPORTANT: Company account signups now require approval - Individual homeowner signups work as before, but contractor companies, builder companies, and business companies are created in a PENDING state and require admin approval before you can use the platform. You'll receive an email when your account is approved.

Step-by-Step Instructions

Sign Up with Email

1. Visit the sign-up page - Go to app.blueclerk.com and click "Sign Up"

2. Choose your account type - Select what describes you best:

   • Homeowner - Individual property owner (no approval required)
   • Individual Contractor - Self-employed tradesperson (no approval required)
   • Contractor Company - Contracting business with employees (requires approval)
   • Builder Company - Home builder or developer (requires approval)
   • Business Company - Commercial property or facility management (requires approval)

3. Fill in your information:

   • Full Name - Your name as you want it displayed
   • Email Address - Must be valid and unique
   • Password - Minimum 8 characters
   • Company Name - Required for company account types
   • Company Address - Required for company account types (uses Google Places autocomplete)

4. Review and accept legal agreements - The required documents depend on your account type:

   • All users: Terms of Service, Privacy Policy
   • Contractor companies: Terms of Service, Privacy Policy, Contractor Agreement
   • Builder companies: Terms of Service, Privacy Policy, Builder Agreement
   • Business companies: Terms of Service, Privacy Policy, Business Agreement

5. Complete bot protection - The Cloudflare Turnstile challenge appears automatically and verifies you're human

6. Click "Sign Up"

7. Wait for approval (company accounts only) - If you signed up as a company, you'll see a "Pending Approval" message. Check your email for approval notification from BlueClerk admins.

8. Log in after approval - Once approved, return to the login page and sign in with your credentials

Sign Up with Google

1. Click "Sign in with Google" on the signup page
2. Select your Google account
3. Authorize BlueClerk to access your basic profile
4. Choose your account type when prompted (homeowner, contractor, or business)
5. Accept required legal agreements based on your account type
6. Wait for approval if needed - Company accounts enter PENDING state and require admin approval
7. Check your email for approval notification

Account Types Explained

Homeowner (No Approval Required)

Individual property owners who need contractors for home repairs and maintenance. Homeowner signups are instant - no approval needed.

Best for:

• Single-family homeowners
• Condo/townhome owners
• Residential property owners

Individual Contractor (No Approval Required)

Self-employed tradespeople working alone or with minimal help. No approval required - you can start using BlueClerk immediately.

Best for:

• Solo contractors
• Handymen
• Single-person operations

Contractor Company (Requires Approval)

Contracting businesses with employees, multiple trucks, or formal business structure. These signups enter PENDING state and require admin review before access is granted.

Best for:

• HVAC companies
• Plumbing businesses
• Electrical contractors
• General contractors with crews

Why approval is required: Prevents spam accounts, ensures legitimate businesses, maintains platform quality

Builder Company (Requires Approval)

Home builders and developers managing new construction, subdivisions, and warranty work. Requires admin approval before access.

Best for:

• Production builders
• Custom home builders
• Real estate developers
• Subdivision managers

Why approval is required: Verifies business legitimacy, ensures proper setup for complex builder workflows

Business Company (Requires Approval)

Commercial property managers, facilities, and business owners needing contractor services. Requires admin approval.

Best for:

• Property management companies
• Commercial facilities
• Multi-location businesses
• Retail/restaurant chains

Why approval is required: Confirms business identity, prevents abuse of business features

What Happens After Signup

Homeowner & Individual Contractor Accounts

• Immediate access - Log in right away and start using BlueClerk
• Welcome email - Check your inbox for getting started tips
• Onboarding checklist - Follow the guided setup to configure your account
• Mobile app - Download the mobile app from the welcome email or dashboard banner

Company Accounts (Contractor, Builder, Business)

• Pending status - Your account is created but not yet active
• Email notification - You'll receive an email explaining the approval process
• Admin review - BlueClerk admins review your company information
• Approval email - When approved, you'll receive a notification email with next steps
• Log in - Return to app.blueclerk.com and sign in with your credentials
• Onboarding wizard - Complete the guided setup to configure company settings, services, and team permissions
• Mobile app - Download after approval from your dashboard

Approval Timeline

• Typical approval time: 1-2 business days
• Rush approval available: Contact hello@blueclerk.com for urgent requests
• Notification method: Email to the address you signed up with
• Questions: Email hello@blueclerk.com if you don't hear back within 48 hours

Legal Agreements Explained

Required for All Users

• Terms of Service - Platform usage rules and responsibilities
• Privacy Policy - How we handle your personal data

Additional for Contractor Companies

• Contractor Agreement - Service provider obligations, payment terms, dispute resolution

Additional for Builder Companies

• Builder Agreement - Construction-specific terms, warranty work protocols, subdivision management

Additional for Business Companies

• Business Agreement - Commercial account terms, multi-location support, invoicing policies

All agreements are versioned and timestamped when you accept them. You can review accepted agreements anytime in Settings > Legal.

Security Features

Bot Protection

Cloudflare Turnstile runs automatically during signup to prevent:

• Automated bot signups
• Spam accounts
• Fake registrations

You won't see a CAPTCHA unless Turnstile detects suspicious activity - most users pass through invisibly.

Password Requirements

• Minimum 8 characters
• No specific character requirements (but longer/complex is better)
• Passwords are hashed and never stored in plain text

Email Verification

Your email is verified during signup to ensure:

• You own the address
• We can send important notifications
• Password reset works correctly

Troubleshooting

"Email already in use"

• Check if you already have an account
• Try signing in instead of signing up
• Use "Forgot Password" if you can't remember your password
• Contact support if you believe this is an error

Turnstile Challenge Not Loading

• Check your internet connection
• Disable ad blockers temporarily
• Try a different browser
• Clear browser cache and cookies

Google Sign-In Not Working

• Ensure popups are allowed for blueclerk.com
• Check if you're already signed in to Google
• Try incognito/private browsing mode
• Use email signup as alternative

Approval Taking Too Long

• Check spam folder for approval email
• Wait 2 business days before contacting support
• Email hello@blueclerk.com with your signup email and company name
• Include "Account Approval" in subject line

Next Steps

After creating your account:

1. Complete your profile - Add company logo, services, and contact info
2. Import data - Bring in existing customers and price lists
3. Invite team members - Add employees and subcontractors 4