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 14 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 material takeoffs from blueprints
Customers - Managing your customer database
Projects - Grouping related jobs and invoices
Items - Building your service catalog
Reports - Viewing revenue trends and analytics
Integrations - Connecting QuickBooks, Xero, or other tools
Public Profile - Setting up your contractor profile page
Mobile App - Using BlueClerk on mobile devices

Action-Level Tracking

BlueClerk also tracks specific actions to help you get the most out of key features:

Invoice Send - When you send an invoice to a customer
Estimate Send - When you send an estimate to a customer
Payment Collected - When you record a payment received

First-Time Usage

The first time you use a feature:

BlueClerk records the date and time
Your engagement profile updates to show you've tried that feature
Reminder emails stop for features you've already used
You won't get reminders about features you use regularly

Privacy and Data

Only feature usage is tracked - Not the content of your work
No customer data is included in tracking
Data is used solely to improve your experience
You control your email preferences in Settings

Engagement Emails

What You'll Receive

If you haven't used certain features after signing up:

Gentle reminders about tools that could help your business
Tips and use cases showing how the feature saves time
Direct links to try the feature immediately

Email Frequency

Not overwhelming - Only periodic reminders for unused features
Stops after use - Once you try a feature, reminders stop
Relevant only - Only features that make sense for your business type

Unsubscribing

You can opt out of engagement emails:

Click "Unsubscribe" in any engagement email
Go to Settings > Notifications
Toggle off "Feature tips and reminders"

Why We Track Usage

Help You Succeed

Many contractors don't realize BlueClerk can:

Accept online payments (if you connect Stripe)
Generate AI material takeoffs from blueprints
Sync with QuickBooks or Xero automatically
Send automated payment reminders
Create a public profile that gets found on Google

Tracking helps us gently remind you about features that could genuinely help your business grow.

Improve the Product

Understanding which features are used (and which aren't) helps us:

Improve confusing workflows that people avoid
Build better onboarding for new features
Focus development on tools that matter most
Remove features that nobody finds useful

Questions

Q: Can I turn off tracking? A: You can unsubscribe from engagement emails, but feature usage tracking helps us improve BlueClerk for everyone. No sensitive business data is tracked - only which features you've tried.

Q: What if I don't want emails about features I haven't used? A: Go to Settings > Notifications and toggle off "Feature tips and reminders". You'll still have access to all features, just no reminder emails.

Q: Does tracking affect my bill? A: No. Feature tracking has no impact on your subscription cost. All features are included in your plan regardless of whether you use them.

Q: How is this different from analytics? A: Analytics show us aggregate trends (e.g., "60% of contractors use invoices"). Engagement tracking is per-user and helps us send you relevant tips about features you haven't discovered yet.

User Engagement Tracking