Mobile App Handoff Links

Overview

When you receive emails from BlueClerk with links to invoices, estimates, tickets, or jobs, those links can now open directly in the mobile app if you have it installed. This creates a seamless experience - tap a link in your email, choose whether to open in the app or browser, and jump straight to the record you need.

How It Works

Opening Links from Email

When you tap a BlueClerk link in an email:

1. The handoff page opens in your browser
2. You see two options: "Open in App" or "Continue in Browser"
3. Choose "Open in App" to launch the mobile app directly to that record
4. Or choose "Continue in Browser" to view in your web browser

Remember Your Choice

• Check "Remember my choice" before selecting an option
• BlueClerk saves your preference for future links
• All future links automatically use your saved preference
• Clear your choice anytime from the handoff page settings

What Links Are Supported

The mobile app can open:

• Invoices - View invoice details and accept payments
• Estimates - Review and approve quotes
• Tickets - See work requests and schedule jobs
• Jobs - Check job details and update status
• Any deep link - Most BlueClerk URLs work with app handoff

Tips

• The app must be installed for "Open in App" to work
• Links work on both iOS and Android mobile devices
• Desktop users will only see the browser option
• Your preference is saved per device, not per account

Questions

Q: What happens if I don't have the app installed? A: The "Open in App" option will still appear, but tapping it won't do anything. Choose "Continue in Browser" instead, or install the mobile app first.

Q: Can I change my remembered preference? A: Yes - tap any BlueClerk link and you'll see your saved preference. Click "Change preference" to choose a different option.

Q: Does this work for all emails from BlueClerk? A: Yes - invoice emails, estimate notifications, ticket assignments, and any other BlueClerk emails with links now support app handoff.