Clientility Features: Field Service Management Software

Estimates

Make a strong first impression with every estimate.

Show off the quality of your work with sleek, interactive estimates that give clients the confidence to approve on the spot. Clientility makes it easy to add services, adjust pricing instantly, and win jobs faster.

Save Estimates for Later

Store a detailed estimate for a project if the customer is not ready to commit, ensuring that the estimate can be easily accessed, reviewed or submitted at a later time.

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Conversion Strategy

Automated two-stage follow-ups nudge customers to view and approve estimates, using follow-ups, client testimonials, and a countdown timer with a limited-time discount to boost conversions.

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Approved Estimate

When ready to proceed, customers can access the Client Portal to approve estimates.

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Estimate Preview

Preview your estimate before sending it out to make sure everything looks just right.

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Line Item Discounts

Apply discounts to individual line items, so you can offer targeted savings without affecting the rest of the job.

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Lead Referral System

After a sale, the system automatically asks customers for referrals. Offering immediate rewards, like a discount on their next job.

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Coming Soon

Estimate Follow-Ups

Send per-scheduled messages and emails to customers or leads that you have not heard back from without manual intervention.

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Optional Add-ons

Recommend customers packages or add-ons directly in the estimate allowing customers to choose the services they want.

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Change Orders

Create change orders with customer approval that automatically update the price, contract, and invoice, no manual edits needed.

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Estimate Photos

Enhance your estimates by including photos of completed projects to showcase your work and inspire confidence in the customer, helping to up sell your services.

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Custom Branding

Personalize your estimates to align with your brand by adding your logo and colours.

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Good, Better & Best Estimates

Send up to 3 estimates at once, letting customers pick the one that suits them best, making it easier to upsell premium services.

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Estimate Viewed

Get notified the moment a customer views your estimate, so you can follow-up at the right time.

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Quick Estimate

Boost your efficiency. Create detailed estimates in a fraction of the time. Generate estimates in 30 seconds.

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Site Visits

Schedule site visits to see the work firsthand and deliver reliable estimates face-to-face.

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Instant Distance Info

When creating an estimate, get an instant map view showing how far the customer is from your location.

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Legal

Establish trust and clarity with legal agreements that outline terms and protect both parties, keeping your projects running smoothly.

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Job Management

Keep every job on track and every detail in check.

Manage jobs with clarity and confidence, keeping work organized and clients impressed every step of the way. Stay on top of schedules, track progress in real time, and ensure every job reflects the quality of your work.

Drag and Drop Schedule

Schedule with 3 diverse views: monthly, weekly, and daily. Personalize each event with custom colours for easier tracking. Easily reschedule jobs by simply moving items around and dropping them where adequate.

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Route Planning

View your upcoming projects on a map with an overview that automatically calculates the most efficient route. Be able to assign each project to the most suitable team.

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Coming Soon

Team Job Scheduling

Effortlessly schedule jobs and assign them to team members, ensuring that everyone stays informed and up-to-date.

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Mobile Phone System

Handle business calls professionally from anywhere. With a mobile phone system, you and your team can stay in touch with customers, access call history, and keep work and personal calls separate.

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Coming Soon

Dispatching

Manage your team's location with real-time updates, giving you instant visibility into where they are working on.

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Coming Soon

Worker Portal

Give your team everything they need in one place. The Worker Portal lets staff view schedules, job details, updates, and notes so everyone knows what to do, where to be, and when.

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Time Sheets

Use Time Sheets to record and monitor employee hours easily, improving transparency, payroll accuracy, and project management.

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User Permissions

Customize viewing permissions and control team access with assigned categories, so the right people see the right information.

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All Jobs

Access the complete history of customers past jobs in the All Jobs section.

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Pricebook

If you frequently perform the same type of service, add it to the pricebook to minimize manual entry when creating an estimate.

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Monitor Jobs

Easily monitor the progress of each job from start to finish through the All Jobs section.

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Map Overview

Have a clear overview of where each project is taking place to enhance planning.

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Lead Center

Access and track all leads from a single page, simplifying the process of tracking progress of customers and reducing risks of lost leads.

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Tasks

If a job requires extra care, include a to-do list to stay informed about next steps.

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Business Dashboard

Get a view of your entire workday on a single page, allowing you to see and manage your daily tasks and schedule from one centralized perspective.

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Before and After Photos

Create a visual record of your work. Take before-and-after photos of every job and keep them neatly stored in Clientility.

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Internal Notes

Use internal notes to document important details, instructions, or follow-ups that only you and your team can see.

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Arrival Window

If you are unsure of the exact arrival time, provide your customers with an arrival window—for example, ‘We will arrive between 2 PM and 4 PM.’

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Coming Soon

Documents Storage and Viewing

Store all your job-related documents such as files, notes, or photos in one place, with the option to easily share them with customers.

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Client View

See all jobs associated with a client and upload specific documents and notes for them.

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Notifications

Know what’s happening, the moment it happens.

Get notified the instant something happens, like an estimate being viewed, a job being approved, or a schedule being updated. With full visibility into your operations, you will always be ready to take the next step without missing a beat.

Filter Notifications

Customize all notifications and control team access based on assigned viewing categories to ensure relevant information is seen by the right individual.

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Team Push Notifications

Deliver real-time updates to your team members, ensuring they stay informed about important events and tasks as they happen.

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Activity Feed

Track all actions taken by you and your team as well as customer activity, to keep a clear view of your business operations.

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Auto Follow-Ups

Send per-scheduled messages/emails to customers or leads that you have not heard back from without manual intervention.

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Customer Notifications

Keep your customers informed when a booking is completed or a change has been made. Clientility sends automatic SMS/Email, ensuring they are always updated.

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Notification Centre

Stay on top of tasks that require attention with real-time alerts from the Notification Centre.

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Payment Reminders

Automatically send payment reminders to customers, whether you are collecting a deposit or the final balance on a completed project that is due.

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Auto Visit Reminders

Clientility sends automatic notifications to customers to remind them of an upcoming visit, ensuring they are always informed and prepared.

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Notification Template

Create a professional email and SMS notification template that can be easily customized when necessary.

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Coming Soon

Custom Notification Preferences

Choose how you would like to be notified. Whether by SMS, email, or in-app, so you’re always updated in the way that works best for you.

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Payments

Every type of payment, simplified.

Whether it’s online, in-person, or in the field, accept credit cards, debit, cash, and more with ease. Payments are automatically tracked, synced to your system, and neatly organized.

Online Payments

Receive online payments after job completion, with customers entering their Credit Card information directly.

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Financing

Provide financing options to customers to attract more leads and increase conversion rates.

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Coming Soon

Payment Reminders

Automatically send payment reminders to customers, whether you are collecting a deposit or the final balance on a completed project that is due.

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Payment Tracking

Monitor upcoming and completed payments to stay informed and ensure timely transactions.

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Make A Payment

When it is time to collect a payment, customers can simply access the Client Portal to input their Credit Card information to make a payment.

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Leave A Tip

Once the project is completed customers can choose to leave a tip to show appreciation for good service.

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Coming Soon

Client Portal

Elevate client experience with an intuitive portal.

Give your clients a seamless way to stay informed and engaged. With Clientility’s intuitive Client Portal, customers can view estimates, track project progress all in one convenient place. It’s a smoother experience for them and fewer follow-ups for you.

Request A Change

Customers can easily request changes to their estimate in the Client Portal without needing to go through multiple steps or separate processes.

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Approve An Estimate

Once customers approve their estimate, they’re seamlessly directed to the Client Portal where they can track project updates and stay informed every step of the way.

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Event Reminders

Clientility automatically sends event reminders at the time the event is made, a day and an hour before, to keep customers informed about their upcoming project.

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Project Progress

In the Client Portal, customers can effortlessly monitor their project's progress, ensuring they are informed and up to date.

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Change Orders

Customers can approve change orders directly in the Client Portal. Once approved, pricing, contract terms, and invoices are automatically updated, no manual edits required.

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Optional Add-ons

Customers can select optional add-on services directly from their estimate.

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Make A Payment

When it is time to collect a payment, customers can simply access the Client Portal to input their Credit Card information to make a payment.

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Automatic Invoicing

Once the project is completed, with a click of one button, customers can generate their own invoice directly from the Client Portal.

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Leave A Tip

Once the project is completed customers can choose to leave a tip to show appreciation for good service.

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Coming Soon

Feedback

Easily schedule follow-ups to collect customer feedback after a project is completed. If responses fall below your rating threshold, feedback remains private so you can address concerns first.

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Review Boost

When feedback meets your chosen rating threshold, Review Boost automatically invites customers to leave a Google review, helping grow your online reputation.

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Job Updates

When work is happening behind the scenes and no events are scheduled, you can create a Job Update to keep your customers informed and in the loop.

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Analytics

Analytics that work as hard as you do.

Get a clear view of your business performance with real-time analytics. Track revenue, monitor job progress, and uncover trends that help you make smarter, data-driven decisions.