Complete Service Guide

Every tool, explained

A full walkthrough of every service inside Bluuklr β€” what it does, how it works, and why it matters for your business.

πŸ“ Daily Operations

GPS Tracking & Live Map

Know exactly where your team is at any moment. Bluuklr tracks each employee's location in real time and displays everyone on a single live map β€” so you can dispatch smarter, respond faster, and hold your crew accountable without making a single phone call.

The problem this solves

Most service businesses manage their crews by phone β€” calling to ask "where are you?" five times a day. That's lost time for you and an interruption for your employee. Customers also call asking when someone will arrive, and you have no real answer.

How it works
1
Employee opens the mobile app
When the employee app is active, the device shares its GPS coordinates with your account in the background β€” no extra setup required.
2
You open the Live Map
Tap Live Map on the Team tab to see every active employee pinned on a map with their name, last check-in time, and current job assigned.
3
Employees check in at job sites
When an employee arrives at a job, they tap Check In. The app logs the exact time and location, confirming on-site presence automatically.
4
You get arrival alerts
The system can automatically notify clients that their technician has arrived β€” no manual message needed from you or your employee.
Who benefits
  • Owners managing crews of 2 or more without a full-time dispatcher
  • Businesses that get "where is my technician?" calls from clients
  • Companies with hourly employees where arrival time affects payroll
Key capabilities
Real-time mapCheck-in loggingOn-shift indicator Arrival timestampsGeofence alertsLocation history
See feature demo β†’
πŸ“… Daily Operations

Job Scheduling & Calendar

Schedule jobs, assign employees, and view your entire operation on a monthly calendar β€” all in one place. No more spreadsheets, paper calendars, or back-and-forth texts to figure out who's working where.

The problem this solves

Small service businesses often track schedules on paper, in a notes app, or in their head. Double-bookings happen. Employees forget their jobs. Clients get missed. A shared digital calendar visible to your whole team fixes all three.

How it works
1
Create a new job
Enter the job title, client, address, scheduled date and time, and quoted price. Assign it to one or more employees.
2
Job appears on the shared calendar
The job shows up on your calendar view and is immediately visible to the assigned employee in their mobile app.
3
Employee gets notified
Assigned employees receive a push notification and can tap to see job details β€” address, client name, notes, and start time.
4
Tap a day to see all jobs
The calendar lets you tap any day to drill into a list of every job scheduled, with status, time, and client β€” keeping your day organized at a glance.
Who benefits
  • Any business scheduling more than 5 jobs a week
  • Teams where employees need to know their schedule in advance
  • Owners tired of repeating job details to employees by phone
Key capabilities
Monthly calendar viewDay drill-downMulti-employee assignment Status trackingPush notificationsRecurring jobs
See feature demo β†’
πŸ’³ Billing & Payments

Invoicing & Online Payments

Create professional invoices, send them directly to clients via text or email, and collect payment online β€” all without leaving the app. Clients click a link and pay by card in under 60 seconds. You get notified the moment money hits your account.

The problem this solves

Chasing payments is one of the biggest time drains in field service. Paper invoices get lost. Checks take days. Clients forget. A digital invoice with a payment link removes every excuse and cuts average payment time from weeks to hours.

How it works
1
Create the invoice
Add line items, quantities, and prices. Apply a tax rate if needed. The total calculates automatically.
2
Send it instantly
Tap Send. The client receives a text or email with a secure payment link β€” no app download required on their end.
3
Client pays online
They click the link, enter their card details on a Stripe-secured checkout page, and pay in seconds.
4
You get paid and notified
The invoice updates to "Paid" automatically. Funds are deposited via Stripe. Your monthly revenue stats update in real time.
Who benefits
  • Any business that invoices clients after completing work
  • Owners who want to eliminate paper invoices and cash/check payments
  • Teams where auto-invoicing on job completion saves admin time
Key capabilities
Line item editorTax calculationStripe online payment Send via SMS or emailAuto-invoice on job completePayment tracking Processing fee pass-throughEnd-of-day batch send
See feature demo β†’
πŸ’¬ Client Communication

Two-Way Client Texting

Send and receive text messages with any client β€” directly from the app. All conversations are organized by client and stored permanently, so you always have a record of what was said, promised, or confirmed.

The problem this solves

When client communication lives on your personal cell phone, messages get lost, context disappears when employees leave, and you have no paper trail. Moving all client texts into one business inbox gives you full control and visibility.

How it works
1
Messages sent from your business number
All texts go out from your dedicated Twilio business number β€” not your personal phone β€” keeping work and personal communication separate.
2
Client replies come into your inbox
Replies are captured and displayed as a threaded conversation per client, just like iMessage β€” no switching apps or losing context.
3
You respond from any device
Reply from your phone or desktop. The conversation stays in sync across all devices connected to your account.
4
Full history always available
Every message β€” sent and received β€” is stored permanently and tied to the client profile, so anyone on your team has full context.
Who benefits
  • Businesses that currently text clients from personal phones
  • Teams where more than one person needs access to client conversations
  • Owners who want a written record of every client interaction
Key capabilities
Dedicated business numberThreaded conversationsFull message history Multi-device accessClient-linked inboxUnread indicators
See feature demo β†’
πŸ“² Client Communication

Auto-Text Triggers & Reminders

Set up automatic text messages that send themselves when specific events happen β€” job confirmed, crew on the way, job complete. Your clients stay informed without you lifting a finger, and your business looks polished and professional at every touchpoint.

The problem this solves

Clients hate being left in the dark. "Is someone still coming?" is the most common complaint in field service. Automated messages that fire at the right moment eliminate uncertainty, reduce no-show calls, and increase the likelihood clients are home and ready.

How it works
1
Choose a trigger event
Select from pre-built triggers: Job Booked, Job Reminder (24h before), On The Way, Job Completed, Invoice Sent, or Payment Received.
2
Customize the message
Write your own text or use a template. Include dynamic fields like the client's first name, job time, or technician name β€” messages feel personal, not robotic.
3
Toggle it on β€” set it and forget it
Once enabled, the trigger fires automatically every time that event occurs for any client. No manual sending required.
4
All replies funnel to your inbox
If a client replies to an automated text, their response appears in your two-way messaging inbox β€” ready for you to respond personally.
Who benefits
  • Any business that confirms, reminds, or follows up with clients
  • Owners spending time sending repetitive status messages
  • Businesses that want to compete with larger companies on professionalism
Key capabilities
Job booked confirmation24h reminderOn-the-way alert Completion notificationInvoice sent alertPayment thanks Customizable templatesDynamic name fields
See feature demo β†’
πŸ‘₯ Growth & Insights

Client Management & History

Keep every client's information, job history, invoices, and conversations in one organized profile. Find any client in seconds, see everything you've done for them, and provide a more personal experience every time you show up.

The problem this solves

Service businesses lose money when client information is scattered β€” phone numbers in your contacts, job notes on paper, invoices in email. When a client calls, you should know their address, last service, and balance without asking them to repeat themselves every time.

How it works
1
Add a client profile
Enter name, phone, email, address, and any custom notes. Import existing clients from a CSV file in seconds.
2
All activity links automatically
Every job scheduled, invoice sent, payment received, and message exchanged is automatically attached to the client's profile.
3
Search and filter instantly
Search by name, phone, or address. Filter by active, inactive, or VIP status to segment your client base for outreach.
4
View full client history
Open any client to see a complete timeline: jobs completed, total revenue generated, outstanding balance, and all message history.
Who benefits
  • Businesses with repeat clients who expect you to remember them
  • Owners whose client data is currently scattered across apps and paper
  • Teams where more than one person handles client communication
Key capabilities
Client profilesJob historyInvoice history Message threadCSV importSearch & filter VIP / active tagsTotal revenue view
See feature demo β†’
πŸ“Š Growth & Insights

Analytics & Business Reports

See how your business is performing β€” revenue collected, jobs completed, outstanding invoices, top clients, and employee output β€” all updated in real time. Make decisions based on numbers, not gut feeling.

The problem this solves

Most small service business owners don't know their actual monthly revenue until they look at their bank account. By then, it's too late to course-correct. Real-time reporting tells you what's working, what's not, and where your money is coming from.

How it works
1
Dashboard stats update automatically
Your home screen shows total jobs, active clients, employees, monthly revenue collected, and outstanding balance β€” refreshing every time you log in.
2
Open the Reports tab
Drill into full reports: revenue by month, jobs by status, top-paying clients, employee job counts, and invoice aging.
3
Filter by time period
View stats for this week, this month, last month, or a custom date range to compare performance over time.
4
Spot trends and act
If revenue drops or outstanding invoices spike, you'll see it immediately β€” early enough to follow up, adjust pricing, or add capacity.
Who benefits
  • Owners who want to understand their numbers without hiring a bookkeeper
  • Businesses preparing to scale and needing data to guide decisions
  • Anyone tracking employee productivity or client retention
Key capabilities
Monthly revenueOutstanding invoicesJobs by status Top clientsEmployee outputDate range filters Profit marginJob cost vs revenue
See feature demo β†’
πŸ“± Daily Operations

Employee Mobile App

Your field employees get their own mobile app β€” available on iPhone and Android β€” where they can view their assigned jobs, navigate to job sites, check in on arrival, log hours, and communicate with the office. No paperwork, no phone tag.

The problem this solves

Field workers without a digital tool rely on the owner to constantly relay information β€” what job is next, where is it, what does the client need. A dedicated employee app removes the owner from the middle of every interaction and makes field workers fully self-sufficient.

How it works
1
Employee receives app invitation
You add the employee in your account and send an invite. They download the app and log in with their own credentials.
2
They see their assigned jobs
Their app shows only the jobs assigned to them β€” with client name, address, scheduled time, job notes, and any attachments.
3
Navigate, check in, and complete
One tap opens navigation to the job site. On arrival, they check in. When done, they mark the job complete β€” triggering invoicing and notifications automatically.
4
Works offline too
Jobs are cached locally so employees can view their schedule and check in even without cell service β€” actions sync when connectivity returns.
Who benefits
  • Any business with field employees who work independently of the owner
  • Owners managing multiple jobs simultaneously across different locations
  • Businesses in areas with spotty cell coverage
Key capabilities
iOS & AndroidAssigned job viewOne-tap navigation Check-in & check-outJob completionOffline mode Push notificationsHours logging
See feature demo β†’
⭐ Client Communication

Automated Review Requests

After every completed job, Bluuklr automatically sends your client a review request β€” by text or email β€” asking them to leave a Google or Yelp review. More reviews means more trust, higher rankings, and more new business finding you online.

The problem this solves

You do great work, but asking for reviews feels awkward and takes time you don't have. Meanwhile, your competitors with 200 reviews keep winning new clients online simply because they look more established. Automation removes the awkwardness and makes requesting reviews effortless.

How it works
1
Toggle on "Auto Review Request" in Settings
Set your Google or Yelp review link once. Choose whether to send via SMS, email, or both.
2
Job is marked complete
When an employee marks a job complete β€” or you do in the dashboard β€” the trigger fires automatically.
3
Client receives the request
They get a friendly, personalized message thanking them for their business and including a direct link to leave a review. One tap and they're on the review page.
4
Reviews accumulate on autopilot
Every completed job is an opportunity. Over weeks and months, your review count grows without any manual effort β€” compounding your online reputation.
Who benefits
  • Businesses competing for Google Map Pack placement in local searches
  • Owners who want more reviews but never remember to ask
  • Any service business where word-of-mouth is the primary growth channel
Key capabilities
Auto-send on job completeSMS or email deliveryCustom message Google & Yelp linkDirect review linkPersonalized greeting
See feature demo β†’
πŸ”” Team & Automation

Smart Alerts & Notifications

Stay on top of your business without staring at a screen. Bluuklr sends you real-time push notifications for the things that matter β€” new bookings, payments received, overdue invoices, and employee check-ins β€” so nothing falls through the cracks.

The problem this solves

Business owners who manage everything reactively β€” checking the app constantly to see what changed β€” are inefficient and stressed. Smart alerts flip the model: the app tells you when something needs attention, so you can focus until it matters.

How it works
1
Choose your alert preferences
In Settings, toggle which events trigger a notification β€” you only get alerted for what matters to you.
2
Event happens in real time
A client pays an invoice, a new booking request comes in, an employee checks in late β€” the system detects it instantly.
3
You get a push notification
Your phone buzzes with a clear, actionable notification. Tap it to go directly to the relevant job, invoice, or booking β€” no digging required.
4
Notification center keeps a history
All alerts are saved in the notification center so you can review them later β€” even if you were in a meeting when they fired.
Who benefits
  • Owners who step away from the business but need to stay informed
  • Businesses where delayed response to bookings costs them the client
  • Anyone managing cash flow who needs to know when payments land
Key capabilities
New booking alertPayment receivedOverdue invoice Employee check-inJob completionClient message received Configurable per eventNotification history
See feature demo β†’
πŸ—‚οΈ Daily Operations

Dispatcher View & Route Planner

See every job and every employee on one screen, then drag-and-drop to assign or re-assign work in real time. When plans change β€” a client cancels, a crew member calls out β€” you can restructure your entire day in under a minute.

The problem this solves

Dispatching by phone or text is slow and error-prone. When jobs shift, you're making five calls to update five people. A visual dispatcher board gives you full situational awareness and lets you move jobs without a single phone call.

How it works
1
Open the Dispatcher view
See a board of today's jobs β€” unassigned on the left, assigned jobs grouped by employee on the right β€” with status, time, and location at a glance.
2
Assign or reassign with a tap
Tap any job to change its assigned employee. The employee's app updates immediately β€” no message or call needed.
3
Optimize routes
Use the route planner to sequence multiple jobs for one employee into the most efficient driving order, reducing travel time and fuel costs.
4
Monitor progress in real time
As employees check in and complete jobs, statuses update on the dispatcher board automatically β€” you always know where each job stands.
Who benefits
  • Businesses running 3+ jobs per day across multiple employees
  • Owners who regularly reassign work due to cancellations or emergencies
  • Companies where travel time between jobs is a significant cost
Key capabilities
Visual job boardDrag-and-drop assignmentReal-time status Route optimizationUnassigned job queueTravel time estimates
⏱️ Daily Operations

Time Log & Shift Tracking

Track every hour your employees work β€” automatically through GPS check-ins or manually via shift entries. Calculate total hours per employee for any pay period and export for payroll. No timesheets, no honor system, no disputes.

The problem this solves

Tracking hours manually is one of the most common sources of payroll disputes in small businesses. When employees self-report on paper, time gets inflated or forgotten. Digital time tracking tied to GPS check-ins is objective and verifiable.

How it works
1
Employee checks in on arrival
When the employee arrives at a job site, they tap Check In. The app logs the exact timestamp and GPS location.
2
Hours accumulate per shift
The system calculates time between check-in and check-out for each job. Multiple jobs in a day are totaled automatically.
3
View hours by employee and period
In the Time Log screen, filter by employee and date range to see total hours worked β€” broken down by day or job.
4
Use for payroll
Export hours to a CSV or use them directly in your payroll calculation. No re-entering data from paper timesheets.
Who benefits
  • Businesses paying hourly employees
  • Owners who've had payroll disputes or time inflation issues
  • Companies that need an accurate record for client billing by the hour
Key capabilities
GPS-verified check-inHours by employeeHours by job Date range filterManual entry optionCSV export
πŸ“ˆ Billing & Payments

Job Costing & Profit Tracking

Track what each job actually costs you β€” materials, labor, and expenses β€” then compare it against what you charged. See your profit margin per job and identify which types of work make you the most money (and which are losing you money without you knowing).

The problem this solves

Most service businesses quote jobs based on gut feel and don't track actual costs. You might think a job was profitable because you got paid, but when you factor in materials, labor, and drive time, you may have barely broken even β€” or lost money. Job costing makes that visible.

How it works
1
Log costs against a job
Open any job and add cost items β€” materials purchased, employee hours worked, fuel, subcontractors, or any other expense.
2
System calculates your margin
The job revenue (from the invoice) minus total logged costs gives you the gross profit and margin percentage automatically.
3
View the profit report
The Job Costing report shows all jobs sorted by margin β€” so you can quickly see your highest and lowest performing work types.
4
Adjust pricing based on real data
Use actual cost data to set better prices, identify unprofitable job types to stop offering, and confidently quote future jobs.
Who benefits
  • Businesses that want to know their actual profit, not just revenue
  • Owners pricing new services without historical data to guide them
  • Companies scaling up and needing to identify which services to focus on
Key capabilities
Cost line itemsLabor trackingMaterials logging Gross profit calculationMargin percentageProfit by job report
πŸ“‹ Growth & Insights

Online Booking Requests

Let clients request service online β€” from your website, a link you share, or a QR code β€” and receive their request instantly in your app. Review the details, accept or decline, and convert it to a scheduled job with a single tap. Capture leads 24/7 even while you're in the field.

The problem this solves

Phone tag kills leads. When a potential client calls and you don't answer, 60% move on to the next result. An online booking form captures their intent immediately β€” on their schedule β€” and delivers it to you when you're free. You never miss a lead just because you were busy.

How it works
1
Share your booking link
Add your unique booking URL to your website, Google Business profile, Instagram bio, or text it directly to interested clients.
2
Client fills out the form
They enter their name, contact info, service needed, preferred date, and any notes. No account required on their end.
3
You get an instant notification
A push alert fires immediately. Review the request details from anywhere and respond with one tap β€” accept, decline, or message the client to discuss.
4
Convert to a scheduled job
Accept the request and it converts to a real job in your system, pre-filled with the client's information and requested date.
Who benefits
  • Businesses that get new client inquiries but are often too busy to answer calls
  • Owners who want to capture leads from social media or their website
  • Any service business that wants to grow without adding admin staff
Key capabilities
Shareable booking linkQR codeInstant notification Accept / declineOne-tap job creationClient messaging 24/7 lead captureNo client account needed
βœ‰οΈ Client Communication

Two-Way Email Inbox

Send and receive professional emails with clients directly from Bluuklr β€” without leaving to open Gmail or Outlook. All email threads are stored alongside the client's text history and job records, giving you a complete communication picture in one place.

The problem this solves

When client communication is split across text, email, phone, and social DMs, context gets lost constantly. You end up saying "what did we agree on?" and scrambling through multiple apps. A unified inbox β€” text and email together β€” means the full conversation is always in one place.

How it works
1
Compose an email from the app
Open a client profile or the Email tab, tap Compose, and write your message. Emails are sent from your connected business email address via Resend.
2
Client replies to your email
Their reply is captured and displayed as a threaded conversation in your Email inbox β€” just like a real email client, but inside your business app.
3
Email and SMS history side by side
Open any client profile to see all emails and text messages in a unified timeline β€” full context without switching apps.
4
Send invoices and estimates via email
Invoices and estimates can be delivered by email directly from the billing flow β€” clients receive a professional, branded message with a payment link.
Who benefits
  • Businesses whose clients prefer email over text
  • Owners managing larger commercial clients who expect formal communication
  • Teams that need one unified view of all client correspondence
Key capabilities
Send & receive emailThreaded conversationsClient-linked history Invoice deliveryEstimate deliveryUnified SMS + email view
See messaging demo β†’
βš™οΈ Team & Automation

Workflow Automations

Build custom rules that run your business in the background β€” automatically. If a job is completed, send the invoice. If an invoice is unpaid after 3 days, send a reminder. If a client hasn't booked in 90 days, send a win-back message. Set it once, let it run forever.

The problem this solves

Every task a business owner does manually β€” following up on unpaid invoices, sending reminders, re-engaging dormant clients β€” is a task that costs time and gets skipped when things get busy. Automations make your follow-up consistent, regardless of how chaotic your day gets.

How it works
1
Choose a trigger
Select what starts the automation: Job Completed, Invoice Sent, Invoice Overdue, Client Inactive, Payment Received, New Booking β€” and more.
2
Choose an action
Decide what happens: Send an SMS, Send an Email, Create an Invoice, Schedule a Follow-Up, or mark a job status. Actions can be immediate or delayed.
3
Set a delay (optional)
Add a wait β€” "send this 3 days after the trigger" β€” for follow-ups, reminders, and win-back sequences that need perfect timing.
4
Toggle it on
The automation runs silently in the background on every qualifying event β€” across all your clients β€” without any further input from you.
Who benefits
  • Owners doing 10+ jobs a week who can't manually follow up on everything
  • Businesses losing revenue to unpaid invoices they forget to chase
  • Anyone who wants their business to run more like a system and less like a hustle
Key capabilities
Trigger builderAction builderDelay timing SMS automationEmail automationInvoice automation Win-back campaignsOverdue reminders
See automation demo β†’
πŸ‘€ Team & Automation

Team Management

Organize employees into teams, assign team leads, and track performance by group. As your business grows from a one-person operation into a multi-crew company, Bluuklr grows with you β€” giving you the structure to manage people without losing visibility.

The problem this solves

When you go from 3 employees to 10, managing everyone individually breaks down. Teams let you group crews logically β€” by service type, region, or shift β€” so you can assign jobs to the right crew, monitor performance by group, and build a real organizational structure.

How it works
1
Create a team
Give the team a name (e.g., "Morning Crew," "Commercial Team," "Lawn Division") and assign a team lead from your employee list.
2
Add members
Add existing employees to the team. Employees can belong to multiple teams if needed.
3
Assign jobs to a team
When scheduling, assign a job to a team rather than an individual β€” every team member is notified and can see the job in their app.
4
Track performance by team
See job completion rates, hours worked, and revenue generated broken down by team β€” so you know which group is performing and which needs attention.
Who benefits
  • Businesses with 5+ employees that need crew-level organization
  • Companies offering multiple service lines managed by different crews
  • Owners who want team leads to take on scheduling and oversight responsibilities
Key capabilities
Team creationTeam lead assignmentMulti-team membership Team job assignmentsPerformance by teamArchive inactive teams
πŸ—ΊοΈ Daily Operations

Route Planning

Inefficient routes cost real money β€” wasted fuel, late arrivals, and crews worn out before the day is half done. Bluuklr sequences every job into the fastest possible route and delivers it to your team before they leave the driveway.

The problem without it

Every morning you're looking up addresses one by one, typing them into Google Maps, hoping you didn't miss anything, and figuring out the order yourself. That's 15–20 minutes of admin work before the first job even starts β€” and if you have multiple crews, multiply that by each one.

1
Jobs load automatically
Every job scheduled for today is pulled in automatically β€” addresses, client names, and job notes included. No copy-pasting, no manual entry.
2
Review your stops
See all of today's jobs listed with estimated arrival times and drive time between each stop. Know the shape of your day before you leave.
3
Set your start and end point
Start from your GPS location or any address. End at the last job or set a custom drop-off point. The route adapts to how your crew actually works.
4
One tap to navigate
Tap any stop to open the full optimized route in Google Maps with turn-by-turn directions. Your crew follows the route β€” you stay focused on running the business.
Who this is for

Any field service business with multiple jobs per day β€” cleaning crews, lawn care teams, handyman contractors, or moving companies. If your team drives between jobs, route planning saves you real time and real fuel every single day.

Auto-loads today's jobs Arrival times per stop Drive time between stops One tap to Google Maps Custom start & end points Works on iOS & Android
See pricing β†’