Support

Frequently Asked Questions

Everything you need to know about Bluuklr.
Can't find your answer? Reply to any email from us or use the chat button in the app.

01 How do I import my existing clients, employees, and job history?

Bluuklr includes a built-in CSV import tool so you can bring your existing data over in minutes — no manual re-entry needed.

Step 1 — Export from your current software
Find the Export or Download option under Customers, Contacts, or Reports and save as .csv.

  • Housecall Pro: Settings → Export Data → Customers
  • Jobber: Reports → Client List → Export CSV
  • ServiceTitan: Customers → Export
  • QuickBooks: Customers → Export to Excel → Save as CSV
  • Google Sheets / Excel: File → Download → CSV

Step 2 — Format your client spreadsheet
Rename your column headers to match these names. Only full_name is required — everything else is optional.

ColumnExample
full_name *Maria Garcia
phone(305) 555-1234
emailmaria@email.com
street123 Main St
cityMiami
stateFL
zip33101
notesHas a dog, side gate

* required  |  If your old app has a single "Address" column, put the full address in street and leave the rest blank — it still imports correctly.

Step 3 — Import clients in the app
Tap the Clients tab → tap Import → select your file → review the preview → tap Import. Each client gets a customer number assigned automatically starting at #001.

Step 4 — Import your schedule (optional)
Create a second file for jobs with columns: title, client_name, scheduled_date, scheduled_time, frequency, notes. Then go to the Jobs tab → Import.
⚠ Import clients first — jobs are linked to clients by name, so clients must exist first.

Each import step includes a downloadable template with example data. Your welcome email also includes this full guide. Most businesses are fully set up in under 30 minutes. If you need help, reply to your welcome email and we'll walk you through it.

02 Are there training videos available? Coming Soon

Video walkthroughs are coming soon to our YouTube channel. We'll be covering everything from getting set up on day one to advanced features like route optimization and the client portal.

In the meantime, our Help Center has step-by-step written guides with screenshots for every feature. If you can't find what you're looking for, reply to any email from us or use the chat button in the app — we typically respond within a few hours.

03 How does the route optimization work?

Bluuklr automatically pulls all of your jobs scheduled for today — including every client address — and sends them to Google Maps to calculate the most efficient driving order. No manual entry needed.

Here's what you get on the Route Planner screen:
  • Every stop listed in optimized order with estimated arrival time, drive time to the next stop, and distance between stops
  • A map showing the full route with numbered markers for each job
  • Total distance and total drive time for the day
  • A "Start Navigation in Google Maps" button that opens the full optimized route for turn-by-turn directions

You can also control your start and end points:

Start location

By default the app uses your current GPS location. You can turn this off and type any address — a warehouse, supply store, or anywhere else you're starting from.

End location

Optional. Leave it blank and the route ends at your last job. Type any address to end somewhere specific — home base, a fuel station, or your shop.

One thing to know: Google Maps determines the most efficient stop order automatically. You can set where you start and where you end, but the stops in between are ordered by Google's routing engine for maximum efficiency. Manual reordering of individual stops is not currently available.

04 Do I need to sign a contract or pay a setup fee?

No contracts. No setup fees. Ever.

Bluuklr is month-to-month on all plans. You can upgrade, downgrade, or cancel at any time — no questions asked, no cancellation fees. If you cancel mid-month, you keep access through the end of your billing period.

We also offer annual billing if you want to lock in a lower rate — annual subscribers get 2 months free compared to paying monthly.

05 How does the texting from my own number work?

When you sign up, Bluuklr automatically sets up a dedicated phone number matched to your business's area code. All automated texts — job confirmations, on-my-way alerts, invoice notifications — go out from that number.

Your clients see a consistent local number they recognize and can save to their contacts. When they text back, the reply comes into your app as a conversation thread — just like a normal text exchange, but managed inside your dashboard.

What gets sent automatically:
  • Job confirmed → client gets a confirmation text
  • Employee heading out → client gets a text with a map link and ETA
  • Job completed → client gets a text with their invoice link

All of this happens without you lifting a finger. You can also send manual texts to any client directly from the app.

06 What happens if I go over my monthly text limit?

We won't cut off your texts mid-month. If you exceed your plan's monthly SMS allowance, additional texts are charged at a small overage rate — we'll always notify you before any overage charges apply.

Monthly text allowances by plan:
Starter500 texts/month
Professional1,000 texts/month
Business1,500 texts/month

For context, a typical cleaning company with 30 active clients sending job confirmations, reminders, and completion alerts uses roughly 150–300 texts per month — well within the Starter allowance. If you find you're consistently going over, upgrading to the next plan is usually more cost-effective than paying overage rates.

07 Can I use this for more than one type of service — for example, cleaning and lawn care?

Yes — and this is one of the things that makes Bluuklr different from most competitors.

You can run cleaning, lawn care, handyman, and moving services all from the same account. Each job is tagged with a service type, your reports break down by service, your service catalog supports all four, and your employees can be assigned across any vertical.

The Starter plan supports 1 industry type. Professional and Business plans include all 3 industry types on the same account — perfect for businesses that offer multiple services or want to expand into a new vertical without switching apps.

08 How does the free trial work? Do I need a credit card?

Your 14-day free trial gives you full access to the Professional plan — no credit card required to start.

During the trial you can add real clients, employees, and jobs. Everything you set up is saved and carries over when you choose a paid plan. Nothing gets deleted or reset.

At the end of your trial, you'll be asked to choose a plan to continue. If you don't add a payment method, your account pauses and your data is kept safely for 30 days in case you want to come back.

09 Can my employees see client phone numbers and personal information?

No. Employee accounts have intentionally limited access to protect your client relationships and your business.

Employees CAN see:
  • Their own assigned jobs for the day
  • The job address and any access notes (gate codes, etc.)
  • Check-in and check-out for their own jobs
  • The ability to text the owner/admin only
Employees CANNOT see:
  • Client phone numbers or email addresses
  • Invoice amounts or payment details
  • Other employees' schedules or information
  • Any admin reports or business financials

This protects you from employees leaving and contacting your clients directly — a common issue in the cleaning and lawn care industry.

10 How do clients pay their invoices?

When a job is completed, your client automatically receives a text with a link to their invoice. They can pay instantly by card, Apple Pay, or Google Pay — right from their phone, no app download required.

Once paid, you get an instant notification and the invoice is automatically marked as paid in your dashboard. You can also accept cash, check, Venmo, or Zelle and log those payments manually.

Payment processing is available on the Professional and Business plans. Stripe powers the card processing — payouts typically arrive in your bank account within 1–2 business days.

11 What kind of support is available if I need help?

Support is available on all plans — the level of support increases with your plan:

Starter — Email support

Submit a question and we respond within 1 business day.

Professional — Priority support

Faster response times, plus access to live chat during business hours.

Business — Phone + priority support + onboarding call

You get a personal onboarding call to get your account set up, same-day response guarantee, and phone access for urgent issues.

All plans also have access to our Help Center with written guides and step-by-step walkthroughs. And when video training launches on our YouTube channel, those will be free for all users.