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

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

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

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

Customers can review and approve all job details within the Approvals section of the Client Portal.

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

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

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

Choose between two diverse views, personalize each task with custom colours for easier tracking. Easily reschedule jobs by simply moving items around and dropping them where adequate.

Access the complete history of customers past jobs in the Job History section.

If you frequently perform the same type of service, create a Task for it to minimize manual entry when creating an estimate.

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.

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

Easily monitor the progress of each job from start to finish through the Job Centre.

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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.

Customers can easily approve their quotes directly from the Client Portal when they are ready to move forward with the project.

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

Clientility sends automated travel updates to customers letting them know you are on-the-way.

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

Customers can review and approve all job details within the Approvals section of the Client Portal.

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

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.

Easily schedule follow-ups to collect customer feedback when a project is completed.

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

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

After positive feedback has been collected, Clientility will send your client a review request to help build your online reputation.

Get a clear overview of earnings helping evaluate the financial success of all projects.

Access all tax-related details required for accurate and efficient tax management and reporting.

Have a clear view of how many prospects or leads become customers.

Record and monitor all expenditures to manage budgets effectively.

View a map that provides an overview of the number of closed leads, categorized by their originating city to help you market accordingly.

Track your business's revenue from three perspectives yearly, monthly and daily for a comprehensive view of financial performance.

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Track the costs of each job to gain a clearer picture of your profit margins on each one.