Bluecrest Documentation

Start by creating your admin account and finishing your initial setup in Settings. Connect Stripe first, then verify your team roles and business profile fields so downstream features work correctly.

• Create your admin account and sign in.
• Open Settings and connect your Stripe account.
• Confirm your role is set to admin1 if you need admin-only pages.
• Add technicians and assign customer records under your adminId.

Use Route Assignments and Route Dashboard together: assignments control who is scheduled, and the dashboard shows completion and daily progress.

• Assign customers by day and technician.
• Reorder stops to optimize route flow.
• Track daily completion and missing stops.
• Use admin-level filters to avoid cross-company data mixing.

Service logs capture chemistry, checklist tasks, notes, and completion timestamps. These records feed historical views and customer-facing reports.

• Record readings and dosage values for each visit.
• Mark checklist tasks complete and attach technician notes.
• Review recent activity directly from route dashboards.

Bluecrest supports one-time invoices and recurring billing via Stripe Connect. Keep customer Stripe IDs synced, then create invoices, monitor statuses, and review recurring subscriptions.

• Create invoices with due dates and line items.
• Use recurring billing for monthly service plans.
• Track payment lifecycle and update customer billing info.
• Use connected account scoping for all Stripe API calls.

Messaging supports automations and manual sends. Keep contact maps updated on customer records so notices route to the right recipients.

• Send “On the Way” and “Finished” updates.
• Broadcast announcements to selected customer groups.
• Control manual broadcast access by role and plan.

Customer records power invoices, service history, route assignments, and communication. Keep profile data clean and complete to reduce support overhead.

• Store addresses, phone, and email in normalized fields.
• Keep Stripe customer links accurate.
• Expose only tenant-owned records in portal-facing views.

Admin-only tools include work-order settings, product setup, shopping list catalogs, accounting dashboards, and team controls.

• Budgeting: income and spending views with connected account scoping.
• Sales Tax: track estimated tax and filing windows.
• Products and catalogs: manage inventory and recurring plan configuration.
• Users: maintain technician permissions and assignment availability.

Use these checks when features are not behaving as expected.

• If Stripe data is empty, verify the correct connected account is attached to the user.
• If pages show no records, confirm documents have the correct adminId.
• If Plaid sync fails, verify environment values and outbound HTTPS/network access.
• If recurring amounts show $0, verify subscription price data and paid invoice history.