Overview

Property work history is BlueClerk's most powerful feature. Unlike traditional systems where records are scattered or lost, BlueClerk keeps a permanent record of all work performed at a property - and that history stays with the house, not with individual contractors or owners.

Why Work History Matters

For Homeowners

Know what's been done: See every repair, maintenance task, and upgrade
Plan future maintenance: Identify when systems were last serviced
Property value: Documented maintenance history can increase resale value
Warranty tracking: Know when work was done and by whom

For Contractors

Informed service: Understand a property's history before starting work
Avoid duplication: See what's already been tried or fixed
Better estimates: Base quotes on actual property conditions
Professional credibility: Reference past work when discussing issues

For Builders

Warranty management: Track all warranty work on homes you've built
Quality insights: Identify recurring issues across properties
Documentation: Maintain complete records for each home

What's Recorded in Work History

Every completed job automatically adds an entry to the property's work history, including:

Date: When the work was performed
Service type: What category of work (plumbing, electrical, etc.)
Description: Details about what was done
Contractor: Which company performed the work
Associated documents: Links to invoices, job reports

Viewing Work History

Accessing the History

Navigate to the property (search or through a customer)
Click the "History" tab or section
View the chronological list of all work entries

Filtering History

You can filter the work history by:

Date range: See work from a specific period
Service type: Filter to specific trades
Contractor: See work by a particular company

Reading History Entries

Each entry shows:

[Date] [Service Type]
Title: Brief description of work
Performed by: [Contractor Company Name]
[Link to job details if available]

How Work History is Created

Automatic Entries

Work history entries are created automatically when:

A job is completed: Job details flow into history
A job report is filed: Report contents are recorded
An invoice is paid: Financial record is linked

What Gets Recorded

Date and time of work
Type of service performed
Description from the job
Photos from job reports
Contractor who performed the work
Invoice amount (if applicable)

The History Stays with the Property

This is crucial: work history is tied to the property address, not to individual users or accounts.

When a home is sold:

The new owner can claim the property
They inherit the complete work history
Previous owner's access is transferred
Contractors' work remains documented

This creates a permanent, valuable record that travels with the property through ownership changes.

Tips

Review history before quoting: Understanding past work helps you provide accurate estimates
Reference history with customers: "I see the water heater was replaced 3 years ago" builds trust
Add detailed job descriptions: Your notes help future contractors and homeowners
Include photos in job reports: Visual documentation is invaluable
Use consistent service categories: Makes filtering and searching easier

Common Questions

Q: Can I hide work I did from future viewers? A: Basic work history (date, type, contractor) is always visible to property owners. Detailed internal notes may remain private.

Q: What if incorrect information is in the history? A: Contact the contractor who created the entry or BlueClerk support. History entries can be corrected but not deleted to maintain integrity.

Q: How far back does history go? A: History begins when the property was first added to BlueClerk. There's no limit to how many entries can exist.

Q: Can I export the work history? A: Yes, you can print or export the work history from the property detail page.

Q: Is work history shared across all BlueClerk users? A: Work history is visible to property owners and contractors who have done work at the property. It's not publicly visible.

Use Cases

Home Inspection

A prospective buyer can ask the seller to share the BlueClerk property history, showing:

All maintenance performed
When systems were last serviced
Which contractors have worked on the home

Recurring Service Calls

When a customer calls about a "problem that keeps coming back":

Check the work history
See what was done previously
Review if the same issue was addressed
Determine if this is a new problem or recurrence

Insurance Claims

Document property damage and repairs:

Photo evidence from job reports
Timestamps proving when work was done
Contractor information for verification
Invoice records for cost documentation

Property Work History