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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Change Orders
Create change orders with customer approval that automatically update the price, contract, and invoice, no manual edits needed.
Site Visits
Create free or paid site visits to inspect the work before giving an estimate. Charge customers for inspection visits when needed, then convert the visit into an estimate if they want to move forward or archive the job if they do not.
Event Types
Create custom event types for jobs, site visits, and internal work. Set default durations, colors, and automated notifications so every scheduled event follows the right workflow.
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.
Team Job Scheduling
Effortlessly schedule jobs and assign them to team members, ensuring that everyone stays informed and up-to-date.
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.
Dispatching
Manage your team's location with real-time updates, giving you instant visibility into where they are working on.
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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.
User Permissions
Customize what each team member can view and manage, so the right people have access to the right information across your business.
All Jobs
Access the complete history of customers' past jobs in the all jobs section.
Legal
Establish trust and clarity with legal agreements that outline terms and protect both parties, keeping your projects running smoothly.
Pricebook
If you frequently perform the same type of service, add it to the pricebook to minimize manual entry when creating an estimate.
Monitor Jobs
Easily monitor the progress of each job from start to finish through the all jobs section.
Map Overview
Have a clear overview of where each project is taking place to enhance planning.
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.
Tasks
If a job requires extra care, include a to-do list to stay informed about next steps.
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.
Before and After Photos
Document your work with before-and-after images. Add photos to each job, keep them organized in Clientility, and choose whether to share them with customers through the client portal.
Internal Notes
Use internal notes to document important details, instructions, or follow-ups that only you and your team can see.
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.’
PDF Document Export
Turn estimates, contracts, and invoices into downloadable PDF files, so your team and customers can save, print, or review them anytime.
Lead Referral System
After a sale, the system automatically asks customers for referrals. Offering immediate rewards, such as a discount on their next job.
Recurring Jobs
Set up repeat jobs for customers who need ongoing service, so scheduled work is automatically created and easier for your team to manage.
Documents Storage and Viewing
Store all your job-related documents, such as files, notes, or photos, in one place.
Client View
See all jobs associated with a client and upload specific documents and notes for them.
Inventory Management
Manage your materials and supplies in one place with simple, real-time tracking that keeps your jobs running smoothly.
Lead Request
Let customers submit their information and job details directly through your website, so new leads flow straight into Clientility.
Internal Event Notes
Add private notes to scheduled events, so your team can keep track of important details, instructions, or updates for each visit.
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