Daily Summary Email

Overview

The daily summary email gives you a complete snapshot of your business activity every evening at 7 PM Central (1 AM UTC). See new signups, total users and companies, tickets and jobs created/completed, invoices sent, and lead enrichment statistics - all in one consolidated email that replaces individual alert emails.

What's Included

User & Company Stats

• New signups - Users and companies added in the last 24 hours
  • Note: The summary intentionally excludes imported or contractor-created placeholder accounts and placeholder emails (addresses ending in @placeholder.local) so the list focuses on real person signups. Only users with a claimed account are counted as signups.
  • Member users are shown with a friendly, relationship-aware label (for example, a MEMBER who is on your vendor roster will be labeled "Subcontractor" or "Supplier" instead of the raw enum).
• Total users/companies - Current totals across the platform

Work Activity

• Tickets created - New work requests from the last 24 hours
• Jobs completed - Jobs marked completed in the last 24 hours
• Invoices sent - Invoices emailed to customers in the last 24 hours

Lead & Import Activity

• Lead enrichment - Counts of leads enriched and emails found
• Imports - Recent import activity (items/customers) and any skipped records

Why It Excludes Some Records

To keep the signup list actionable and reduce noise caused by automated imports or placeholder records:

• Imported customers and contractor-created placeholder users (unclaimed accounts) are not included in the "New signups" list.
• Placeholder email addresses (ending with @placeholder.local) are filtered out from signup counts and detail lists.
• The summary focuses on real, claimed user signups and labels them in plain English using relationship context (homeowner, subcontractor, supplier, admin, etc.).

Timing

Sent nightly at 7 PM Central (1 AM UTC). If there were no new signups or companies in the prior 24 hours, the cron job will skip sending and record "no signups" instead of sending an empty summary.

Questions

Q: Why don't I see some newly-created accounts in the summary?
A: Accounts created via imports or by contractors (unclaimed placeholder accounts) and users with placeholder emails (@placeholder.local) are excluded from the signup list so the summary highlights genuine claimed signups. If you think an account was wrongly excluded, check whether the account is marked claimed and has a non-placeholder email.

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ACTION: UPDATE FILENAME: invoicing/data-import-export.md CONTENT:

title: "Import & Export Data" category: "Invoicing" description: "Import and export items and customers via CSV or Excel with support for multiple platform formats and automatic property creation"

Overview

BlueClerk lets you import and export your items and customers in CSV or Excel format. This is useful for migrating from other systems, backing up your data, or bulk-editing records in a spreadsheet. The import system now automatically recognizes column names from BlueClerk, Housecall Pro, Jobber, ServiceTitan, and generic CSV formats.

NEW: Property Creation on Import - When importing homeowner customers with addresses, BlueClerk automatically creates Property records with geocoded latitude/longitude for each address. This happens in the background so imports aren't blocked, and ensures every homeowner has their property set up immediately.

Exporting Data

Export Items or Customers

1. Go to Settings > Data
2. Choose what to export: Items or Customers
3. Pick format: CSV or Excel
4. Download the generated file

Importing Data

BlueClerk supports importing items and customers from many common platform formats. You can preview parsed rows, review detected columns, and correct any mismatches before committing the import.

How to Import

1. Go to Settings > Data > Import
2. **Upload your CSV or