User Engagement Tracking

Overview

BlueClerk automatically tracks which features you use to send gentle reminders about features you haven't tried yet. This helps you get the most value from your subscription by discovering tools that can save you time or make more money.

How It Works

Automatic Feature Tracking

BlueClerk tracks when you use 12 core product areas:

• Tickets - Creating work orders and service requests
• Jobs - Scheduling and completing work
• Invoices - Billing customers
• Estimates - Sending quotes
• Smart Estimator - AI-powered takeoffs
• Customers - Managing your customer database
• Projects - Grouping related work
• Items & Services - Building your service catalog
• Reports - Viewing revenue trends
• Integrations - Connecting QuickBooks, Xero, or Google Calendar
• Public Profile - Setting up your contractor profile
• Mobile App - Using BlueClerk on your phone

This tracking happens automatically in the background and has no impact on app performance.

Engagement Emails

After you've been a BlueClerk user for at least 7 days, you may receive occasional emails about features you haven't tried yet:

• Maximum 3 emails per user lifetime
• Maximum 1 email per week - never more than that
• Only about features you haven't used - no spam about things you already do
• Prioritized by value - most impactful features first

Each email includes:

• A brief description of what the feature does
• Why it might be useful for your business
• A direct link to try it
• An easy unsubscribe option

Controlling Emails

Turning Off Engagement Emails

1. Go to Settings > Profile
2. Toggle "Email Notifications" to OFF
3. Save changes

This stops all engagement emails while still allowing important account notifications.

Unsubscribe from Individual Emails

Every engagement email includes an unsubscribe link at the bottom. Clicking it turns off email notifications for your account.

Privacy

• Feature usage is tracked only for your account - we never share this data
• Used only to help you get more value from BlueClerk
• No third-party tracking - all data stays in BlueClerk
• Admins can see aggregate stats but not which specific features individual users use

Questions

Q: Can I see which features I've used? A: Not currently in the user interface, but your engagement email history shows which features you've been reminded about.

Q: Will I get emails about features I've already tried? A: No. Once you use a feature, you won't receive engagement emails about it.

Q: What if I want tips about ALL features, even ones I use? A: Engagement emails are only for unused features. Check the help documentation to learn more about features you already use.

Q: Does tracking slow down the app? A: No. Feature tracking is fire-and-forget and has zero impact on app performance.