Every Blue Claw app, set up and used the right way

Plans & pricing

How you sign in today

Create a Blue Claw ID

1. Go to login.blueclawgroup.com and choose Create a Blue Claw ID.
2. Enter full name, company name, email, mobile phone, and a password of at least 10 characters. Each phone number can belong to only one Blue Claw ID.
3. Open the confirmation email and tap the link. Your account is set up the moment you confirm.
4. You land on Your apps: every app your company can open, with the plan you're on (Free, Pro or Blue Claw). Press Open on any app. Apps still being connected show Coming soon.

Two-step sign-in

1. Open Two-step sign-in (on Your apps, or in Settings / Security inside each app).
2. Press Turn on, scan the QR code with Google Authenticator, Microsoft Authenticator or 1Password, and enter the 6-digit code.
3. From then on every sign-in asks for the code. On Blue Claw ID one setting covers every connected app.

There are no backup codes. If you lose the phone, contact support and an admin removes the old authenticator so you can set up a new one.

Forgot your password

Use Forgot password? on the sign-in screen. The reply always reads the same whether or not the email has an account. Emailed links work once and expire; if one fails, request a new one.

Set it up

1. Choose Create account. Enter full name, company name, email, phone and a password (6+ characters), then press Start free — build my numbers. No card is needed.
2. Confirm from the email, then sign in.
3. Gather last year's P&L, your payroll register, a list of owned and leased vehicles and equipment, and your insurance and workers comp rates.
4. On the Welcome screen press Start my {year} budget. From September on it suggests next year.
5. Work through the steps in order (below). Everything saves about a second after you stop typing.

The steps, in order

Who can do what

Each person has their own login and their own budgets; there are no shared company accounts in KYN. Blue Claw consultants can open a client's budget read-only to review it with them.

Works with the other apps

If something's wrong

• “Name a division on the Start page first.” Most pages need at least one named division.
• Totals don't tie to the company total. Overhead % on Start must add to 100%. Budget Spread must add to 100%.
• Hedge counted twice. FLUB on Capacity cuts billable hours; FLUB on Burden adds cost. Using both stacks them.
• Can't open checkout. Confirm your email first. The paywall emails you a one-click confirmation because your KYN login also opens BidClaw Pro.

Set it up

1. On bluebidclaw.app enter full name, company, email and phone, then press Send my sign-up link. Open the email; the link or 6-digit code works on any device.
2. The setup wizard opens: Company Profile → My Numbers → Proposal Look → Review. On My Numbers, choose Import from KYN or Use typical starting rates (Laborer $65, Foreman $85, Materials 25%, Subs 20%, Delivery 20%).
3. Take Jamie's one-minute tour on the sample job (“Sample: Whitcomb Residence”). The sample never counts toward your limit; Delete sample removes it.
4. Set your purchase tax rate when asked. BidClaw assumes 0% until you do.
5. Fill in Setup: Catalog (one click loads 15 common materials, no prices), Kits (starter Paver patio and Retaining wall), Production Rates, and System Settings → Travel & logistics (shop address, overnight limit, island list).
6. Paid plans: connect QuickBooks Online (Settings → QuickBooks Online → Connect to QuickBooks) and add people under People & Access.

Use it day to day

The menu follows the life of a job: Customers & Sales → Plan & Schedule → Daily Work → Review & Billing → Setup.

Plans in the app

• Free: 5 estimates per calendar month (deleted ones still count), catalog, kits, My Numbers, print-to-PDF proposals. Pro tools sit under “More tools (Pro)”.
• Pro: unlimited estimates, Share with client, work packs, scheduling, review, activity history, people & access.
• Jamie Assistant (+$40): Jamie on every screen. Set him to Show, Tucked or Off; Ctrl/⌘ J opens him anytime.
• Jamie Estimator ($499): Jamie builds estimates; includes KYN and Assistant. Credit packs ($25/$50/$100) top up usage. Jamie never sends, signs, deletes or sets prices on his own.
• Manage billing in Settings opens the Stripe portal to change card, see invoices or cancel. Your work stays if you drop to Free.

Who can do what

• Owner (who signed up): billing, connections, KYN, Jamie settings, tax, QuickBooks, PO Desk, permanent deletes.
• Administrator: added in People & Access by email. No invite email goes out; the person signs up at bluebidclaw.app with that email. Can create, edit, send and delete company work.
• More than one company: Add company keeps customers and estimates separate under one login and one subscription. Switch with the company switcher.

Works with the other apps

If something's wrong

• Estimate missing from the list: switch the filter to All statuses.
• Margin looks too good: a labor type with no cost per hour counts as $0 cost. Fill it in on My Numbers.
• Can't edit packages: they lock once sent. Set the proposal back to Draft first.
• Jamie trial proposal won't send: trial work prints PREVIEW and can't be sent until you hold Jamie Estimator.
• Magnet cards misaligned: print at 100% (Actual size), not Fit to page.
• Lost the two-step phone: support has to turn it off.

Set it up

Choose New here? Start free — look around, confirm your email, and name your company. You can open every page and its Help before subscribing; saving starts once your subscription is active. Then follow Get started · Setup x/10 at the top of the menu. Each step ticks itself off.

1. Shop address (Settings → Company). Routes start and end here. Also set the default labor rate, material markup, and auto-finalize.
2. Crews & employees. Add crews with a color and starting yard. Add employees with a burdened cost per hour (wage + taxes + comp; your KYN numbers).
3. Services & materials. Each service gets a charge type: Per visit, Flat, Per hour, Per hour + materials, or No charge. Materials get cost and markup.
4. First customer. Customers → + New Customer → property → season → + Add recurring service (service, frequency, next due date, crew). Make sure the property is on the map.
5. Refresh the work bank for a crew and date.
6. Print a route sheet.
7. Record the work.
8. Finalize.
9. Invoice.
10. Optional: connect QuickBooks, or ask support to bring over your Jobber customers and history.

Also in Settings: billing email (a reply-to address is required before the first invoice email), tax rates, custom fields (tick “Show to crew” to put a field on the route), and Templates for new customers and seasons.

Use it day to day

Pool service mode

RouteClaw takes over pool maintenance (the work Blue Wave used to do). An owner or admin turns it on in Settings → Pool service. It adds a pool card to each property, water tests and chemicals in the field app, a dosing estimate, chemical stock and reorder alerts, eight starter pool services, bulk openings and closings, season prepay (5% default discount) and a Google Maps route link. Blue Claw switches it on per company; until then pool service runs in PoolClaw's Service Department.

Who can do what

• Owner / Admin: everything, including billing, people, QuickBooks, pool settings and Unfinalize.
• Office: scheduling and billing. No People & Access.
• Crew: the field app only. Never sees prices or billing.
• Invite people from Setup → People & Access. A shared crew phone can get a temporary password instead of an email invite.

Works with the other apps

If something's wrong

• Work missing from the bank: read the Refresh message (out of season, annual target met, on hold, or missing crew, address or budget).
• Property won't route: fix the address and press Locate, or Place on map.
• Can't move a stop: it's started, grouped, or on a locked route. Unlock it in Daily Routines.
• Payroll CSV locked: clear every exception on Reports → Payroll Time.
• QuickBooks export shows pending: don't recreate the invoice. An admin reconciles it.
• Field app offline: never clear browser storage while work is queued. Use Export for review.

Set it up (office, at Office crew setup)

1. Every crew leader needs a ClawCam login with membership in each company they work for.
2. New crew workspace → name it. Companies come from your ClawCam memberships.
3. Add divisions and set each company's time zone.
4. Add employees once each: full name, employee code, and the companies they may work for.
5. Build crews: name, foreman, members, and the jobs the crew can work.
6. Assign crew leaders: their login, companies, workers they control, and jobs they can use.
7. Connect schedule feeds (RouteClaw, PoolClaw construction, PoolClaw service, BidClaw): Connect schedule feed opens the app's approval window (allow pop-ups). Then map that app's crews to CrewClaw crews once. Feeds sync every 15 minutes.

Crew leader, day to day

1. Sign in with your assigned crew account. Pick English or Español.
2. Open Crew clock and work records. Today's stops show in route order with instructions and planned materials.
3. Select workers → Start crew on this job. Use Start / switch job, Travel, Shop, breaks, and Clock selected out. GPS is read only when you tap.
4. Take Arrival, Progress and Completion photos or video on the home page. They upload to ClawCam on their own.
5. Finish daily job records: work done, Ongoing or Done, materials, extras (T&M or one-time charge). Then Send captured hours for approval. Hours come only from the clock.

No signal? Taps are saved on the phone and sent in order (“Waiting to send”). Every job needs at least one photo that day, plus a Completion photo when marked Done, or a written reason.

Office review & payroll

• Approve time, fix a missed clock-out, trim or split time with a reason. Nothing is overwritten.
• Job time is approved in the source app (BidClaw Review & Finalize, PoolClaw Record the Work). CrewClaw's office handles travel, shop and break time.
• Download reviewed hours as CSV or Excel by employee, company and division. Lock this pay period when done.

Works with the other apps

With no app connected, unplanned work and paper sheets still record time, but billable work needs a source job before it can be resolved.

Set it up

1. Staff access is by invitation. The super admin adds each person under System Settings → Team & roles. Use Set or reset password to get in.
2. Fill in the company profile (name, contacts, license numbers, logo). It prints on proposals, POs, the brochure and the portal.
3. Edit and save the Process Brochure clients see under Documents.
4. On Selections, set the PM email for overdue alerts.
5. Turn on client email. Nothing sends 9 pm–7 am Eastern; Communications shows a sending health check.
6. Optional: connect CrewClaw schedule feeds for construction and service.

Getting a sold job in

1. Open Import Sold Job and upload the signed contract (PDF or JPEG/PNG photos, up to 10 files, 20 MB; save iPhone HEIC photos as JPEG first).
2. PoolClaw reads it into a draft beside the document. Amber tags mark lines to check. Line totals must equal the signed total and payments must add to 100%.
3. Create the job. PoolClaw builds the schedule, checklists, selections, work orders, POs, invoices and portal access at the signed price.
4. Record any payments already received in Invoicing and mark finished phases in Crew Schedule.

Run the build

The client portal

1. The client enters the email they gave you and gets a one-time sign-in link (open it on the same device).
2. Tabs: Schedule, Messages & decisions, Estimate & changes, Documents, Billing, and Pool care (warranty, brushing and chemistry logs).
3. Selections are made and confirmed in the portal; choices are final. Change orders are approved by typing full name.

Service Department

The former Blue Wave pool service app now lives at /service inside PoolClaw: dispatch, customers and pools, repairs, service proposals, season plans, chemistry, invoices (QuickBooks CSV), and a My day screen for technicians that works offline. When fill & startup begins on a build, it books the startup visit and a follow-up cleaning at no charge. Pool service is moving to RouteClaw's Pool mode; existing records stay available.

Who can do what

• Super admin: everything, including staff changes.
• Office admin: everything except changing staff.
• Project manager: dashboard, kickoff, schedule, work orders, POs, checklist, record work, selections, communications; invoices view only.
• Technician: Service Department My day only. Client: the portal only, never costs.

Works with the other apps

Set it up

1. Buy on the home page's Pricing section (Monthly or Yearly). Your company is created and a sign-in link is emailed to you as admin.
2. Sign in, then Add to Home Screen. After that it opens straight to the app, even with no signal.
3. Admin → Users → + Add user: email, name, role (field, manager, admin), companies → Create login → Invite.
4. Admin → Tags and Labels. Labels become filter chips on Projects.
5. Projects → + New: company, job name, full address, customer. The address lets ClawCam pick the job automatically on site.

Use it day to day

Who can do what

• Admin: users, tags, share links, social settings. Manager: share, report, checklist templates. Field: capture, feed, projects, tags and comments. Paused users can't sign in; their photos stay.

Works with the other apps

If something's wrong

• Can't find a camera-roll upload: sort by Recently uploaded.
• iPhone videos have no thumbnail: Admin → Media → Generate video thumbnails, in Safari.
• A share link can be revoked but not edited. Make a new one.
• Subscription ended: photos are kept. Renew or Manage billing.

Set it up

1. Create a Blue Claw ID. Blue Claw staff are added automatically with the field role on their company's brand; an owner or admin raises roles in Blue Claw ID.
2. Subscribers: your workspace is created when ClawHQ is added to your plan.
3. Brands → open each brand → fill in name, from-email, main phone, mailing address and time zone. Owners and admins only.
4. Connectors turn on by themselves for every app your company owns. They can't be switched on by hand.

What's there now

Being built, in order

1. Contacts, CSV import with de-duplication, segments, exports, and the first campaign.
2. Live feeds from the apps: client.created, bids, visits, invoices, photos, POs. Imports from QuickBooks and Jobber.
3. Kanban boards and tasks, including speed-to-lead follow-ups.
4. Email campaigns, with approval before send.
5. AI voice agent per brand: looks up the caller, takes messages, books site visits, logs the call and assigns a follow-up.
6. SMS and workflows, then the unified inbox and reporting.

Works with the other apps

Subscriber data is walled off. Blue Claw never sees a subscriber's contacts.

Set it up

1. Buy the add-on. It switches on by itself once paid.
2. Your brand: company name, what you do, how posts should sound, website, notice email, and a Google Drive folder link. Share that folder with the posting account as Editor. Then Save brand.
3. Connect your accounts: paste your Buffer API key (Buffer → Settings → API) and your xAI key (console.x.ai; about 30¢ per video). Keys show back only as “connected ✓”.
4. Pick your channels once Buffer is connected → Save channels.
5. Feed it photos: drop them in the Drive folder, or Mark OK for Social in ClawCam.

Day to day

• Runs each morning. The dashboard shows agents at work, recent posts, channel health and upcoming runs.
• Posted photos move to posted/; rejected ones to skipped/. Nothing is deleted.
• Requeue retries a post that errored or was skipped.
• Default limits: 30 posts a month and $2 a day per brand.

Works with the other apps

If something's wrong

• Nothing posting: both the Buffer key and the xAI key must be connected. If xAI credit runs out, your brand pauses until you add credit.
• One network failing: reconnect that channel in Buffer. Other networks keep posting.

For crews: getting a PO number

1. Text P to (866) 384-3804. Reply with digits or full words, never a single letter.
2. Pick the company (1 BCA, 2 BWP, 3 BTC); BCA also asks the division.
3. Vendor, then type (Materials, Rental, Disposal, Fuel/Oil, Tools, Repairs, Maintenance, Subcontractor, Other).
4. For job purchases: the job (pick from the list if it's a BidClaw job), whether it's T&M or part of contract, and the amount.
5. You get the PO number. Write it on the invoice, then text a photo of the invoice. RESTART cancels; sessions time out after 15 minutes.

No phone signal for texts? Use the web form with the crew PIN.

For the office

1. More → Sync QuickBooks pulls customers, vendors and locations (also nightly).
2. Open the Review tab. Click a row to open the drawer.
3. Check vendor, account, class, job and amount. The AI read of the receipt suggests fixes; apply what's right. Split this bill if it covers more than one job.
4. Match Customer, set Billable (re-bill the client) or not (cost to the job).
5. Approve for Export → Export to QuickBooks. Exported POs lock with the QBO bill number.

More → Reconcile emailed bills matches vendor bills that arrive by email to the crew's PO.

Works with the other apps

If something's wrong

• Export blocked on vendor: bind an existing QBO vendor or tick Create new vendor.
• “Possible existing bill”: check QuickBooks, then Export anyway only if it's really a different bill.
• Attention badge: the QBO bill differs from the PO. Fix it in QuickBooks, then Fixed in QBO — re-check.
• Emailed bill on the wrong company: Move to…

For employees

1. Open the link the office gives you. Enter your email → Email me a code → enter the 6-digit code. Tick “This is a shared phone” on a crew phone.
2. Employee handbook: read each topic and tap I read this topic. Works offline.
3. Sign: read the statement, tick I agree, type your name, draw your signature. Download your signed copy anytime.
4. Time off: see balances, pick type and dates, Send. Cancel while pending.
5. Pay: pay stubs by year. Your manager can't see them.
6. Messages and Benefits (provider links and phone numbers).

TeamClaw never asks for your Social Security number, bank details or ID. Tap ? Help on any screen to call, text or email the office.

For the office

1. Office → Employees → Add employee (name, company, phone or email, language, start date, manager, H-2B). Then Create sign-in and share the link; TeamClaw doesn't send invites itself yet.
2. Owners: Handbooks → upload the PDF → Activate. Employees re-sign only changed topics.
3. Benefits page: add each plan with link, phone and a short note.
4. Each pay period: Payroll hours → time off (upload the hours CSV, preview, post) and Upload pay stubs (up to 200 PDFs, matched by name).
5. Managers approve time off on Time off to approve; you see who else is off those days.
6. Messages to employees: write in English (Spanish and Portuguese optional), pick the audience, ask for confirmation if needed.

Who can do what

• Employee: own data. Manager: direct reports' time off and signatures, never pay. HR admin: everything for their companies. Owner: everything, plus handbook activation.

Works with the other apps

Time off, Pay or Benefits not showing? There's no policy, stub or plan set up for that company yet.

Set it up

1. Create an account and confirm your email. Turn on two-step sign-in in Setup if you want it.
2. Create your organization (e.g. your holding company). The trial starts.
3. Setup → Companies → Add company: name and a short code (up to 8 letters).
4. Setup → Accounts → Add account: company, nickname, last 4, bank, starting balance and date, color.
5. + Connect a bank (Plaid). Map each bank account to a CashClaw account, then Sync now. Banks Plaid can't reach: use CSV import.
6. Add recurring rules (payroll, rent, loans) on Recurring.

Use it day to day

The rules CashClaw follows

• Balances tie to the bank's Available balance, not Current.
• Anything entered that hasn't cleared is never deleted. Reconcile rolls it forward to the next open day with a note.
• Transfers between your own accounts never count as deposits, withdrawals or revenue. Returned payments are never revenue.
• Bank pending items show separately and never move balances.

Works with the other apps

If something's wrong

• Duplicate warning when adding: the same amount is already within 3 days. Don't hand-enter what the bank feed brings in.
• “Bank connector still loading”: wait a second and click again.
• Trial over: your data is safe. Subscribe to keep editing.

Set it up

1. Sign in with Email me a code, then set a password in Settings.
2. Connections → Link a new institution (Plaid) → Map accounts → Save and sync. Try Link once for every lender; the rest stay manual.
3. Set a payment day on each lease and loan so it shows on the Calendar.
4. Settings → Daily email: send-to, send-from, Send test email.

Use it

Manual entry always works, linked or not. A broken bank link never blocks a rec by hand.

How setup will run

1. Sign up with a work email, confirm, and set up two-step sign-in (required).
2. Company wizard: chart of accounts (Contractor, Service business or General), state, fiscal-year start.
3. Settings: payment terms, invoice numbering, default accounts, logo, and the features you use (classes, deposits, sales tax, payroll, AIA pay applications).
4. Switch-over from QuickBooks: pick the opening date, enter open invoices and bills, enter balances as an opening journal, then Compare a QBO trial balance to prove it ties.
5. Banking → Connections: connect banks and map each to its ledger account.

Roles: Owner does everything; Accountant posts; Bookkeeper prepares drafts; Viewer reads. Posted entries are never edited, only reversed. Closed periods stay locked until the owner reopens them.

Addendum: how the apps connect

Common setups

Help & troubleshooting

The Blue Claw Group · Osterville, Massachusetts · Manual current as of October 25, 2026