Overview

The QA Audits page shows automated UI/UX reviews of the BlueClerk platform. These audits run automatically twice per week (Tuesdays and Thursdays at 8am CT) and help identify potential bugs, usability issues, and areas for improvement across key pages in the app.

Accessing QA Audits

Log in with an admin account
Navigate to /admin/qa/audits
View the report list with most recent audits first

Understanding Audit Reports

Report Overview

Each audit report shows:

Run Date: When the audit was performed
Priority Issues: Top priority item requiring attention (if any)
Issue Count: Number of pages with problems found
Total Pages Reviewed: How many pages were audited

Viewing Report Details

Click any report row to expand and see:

Summary statistics: Pass/fail counts across all pages
Page-by-page reviews: Detailed analysis for each audited page
Pass/Fail status: Visual indicators for each page
AI analysis: Specific issues or confirmations for each page

Downloading PDF Reports

You can download a PDF copy of any audit report for offline review or sharing:

Find the audit report you want to download
Click the PDF icon (📄) on the report row
PDF opens in a new tab - you can view it in your browser
Save or print using your browser's file menu

What's in the PDF

The PDF report includes:

Header: Run date and audit information
Summary stats: Total pages, pass/fail counts
Top priority issue: Highlighted if critical bugs found
Page-by-page breakdown: Each page's status and detailed analysis
Color coding: Visual pass (green) / fail (red) indicators

All Clear vs. Issues Found

When All Pages Pass

If no issues are found:

Report shows "All Clear" badge in green
Each page marked with ✓ pass status
Analysis confirms expected behavior

When Issues Are Found

If problems are detected:

Priority box highlights the most critical issue
Failed pages shown with ✗ fail status and red background
Analysis describes specific problems found
Summary shows count of pages with issues

Tips

Review new reports promptly - Critical bugs may need immediate attention
Download PDFs for record-keeping - Maintain an audit trail of platform health over time
Share with developers - PDFs make it easy to communicate issues to your technical team
Track trends - Compare reports over time to see if recurring issues appear

Questions

Q: Can I run an audit manually? A: No, audits run automatically on the scheduled days (Tue/Thu at 8am CT). This ensures consistent testing conditions.

Q: What pages are audited? A: The audit reviews key platform pages including dashboards, job creation, invoicing, scheduling, and customer management pages.

Q: How long are audit reports kept? A: All audit reports are retained indefinitely so you can track platform health trends over time.

Q: Can I download multiple reports at once? A: Currently, PDFs are downloaded one at a time. Click the PDF icon on each report you want to save.

ACTION: NEW FILENAME: getting-started/competitor-analysis.md CONTENT:

title: "Competitor Analysis" category: "Getting Started" description: "View AI-powered competitor intelligence from weekly web scraping"

Overview

The Competitor Analysis page shows automated competitive intelligence gathered from competitor websites. BlueClerk scrapes competitor sites weekly, using AI to extract features, pricing, differentiators, and trades they serve - helping you stay informed about your competition.

Accessing Competitor Analysis

Log in with an admin account
Navigate to /admin/marketing/competitors
View competitor cards with the most recent data for each competitor

Understanding Competitor Data

Competitor Cards

Each competitor card displays:

Company name: The competitor's business name
Last updated: When the data was scraped
Key information: Features, pricing, trades, and differentiators
Source URL: Link to the competitor's website

What's Collected

For each competitor, BlueClerk gathers:

Features: Product capabilities and service offerings
Pricing: Cost structure if publicly available
Trades: Types of work they handle (HVAC, plumbing, electrical, etc.)
Differentiators: What makes them unique or competitive advantages
Raw AI analysis: Full unfiltered analysis text from the AI

Downloading PDF Reports

Generate a detailed PDF report for any competitor:

Find the competitor on the main page
Click the PDF icon (📄) on their card
PDF opens in a new tab for viewing
Save or share using your browser's file menu

What's in the PDF

Each competitor PDF includes:

Header: Competitor name, scrape date, and source URL
Features section: Bulleted list of all identified features
Pricing: Cost information if available
Trades: Services they offer
Differentiators: Competitive advantages
Full AI analysis: Complete copy-pasteable analysis text for further review

Scrape History

Below the competitor cards, view all historical scrapes:

All past scrapes: Every time a competitor was analyzed
Dates and timestamps: When each scrape occurred
Download PDFs: Access reports from any past scrape
Track changes: See how competitors evolve over time

Downloading Historical Reports

Scroll to "Scrape History" section
Find the date you want to review
Click the PDF icon next to that scrape
PDF opens with data from that specific date

How Scraping Works

Weekly schedule: Scrapes run automatically once per week
AI-powered: Claude AI analyzes website content and extracts structured data
Persistent storage: All scrapes are saved permanently
Most recent shown: Competitor cards display the latest scrape for each company

Tips

Download PDFs regularly - Keep offline copies for presentations or strategic planning
Compare over time - Use scrape history to see how competitors change their offerings
Copy AI analysis - The full analysis text in PDFs is easily copy-pasteable for reports
Share with your team - PDFs are perfect for sharing competitive insights with sales or marketing

Questions

Q: How often is competitor data updated? A: Scrapes run weekly. Check the "Last updated" date on each competitor card for the most recent scrape.

Q: Can I add competitors to track? A: Currently, competitor lists are managed by admins. Contact BlueClerk support to add competitors to the tracking list.

Q: What if a competitor changes their website? A: The next weekly scrape will capture the changes. Compare historical PDFs to see what changed.

Q: Can I download all competitors at once? A: Currently, PDFs are downloaded one competitor at a time. Click the PDF icon on each competitor card you want to save.