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Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
When ready to proceed, customers can access the Client Portal to apporve estimates.
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Send per-scheduled messages/emails to customers or leads that you have not heard back from without manual intervention.
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.
Preview your estimate before sending it out to make sure everything looks just right.
Recommend customers packages or add-ons directly in the estimate 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 estimates by including photos of completed projects to showcase your work and inspire confidence in the customer, helping to up sell your services.
Personalize your estimates to align with your brand by adding your logo and colours.
Send up to 3 estimates at once, letting customers pick the one that suits them best, making it easier to upsell premium services.
Get notified the moment a customer views your estimate, so you can follow up at the right time.
Boost your efficiency. Create detailed estimates in a fraction of the time. Generate estimates in 30 seconds.
Schedule home visits to see the work first hand and deliver reliable estimates face to face.
When creating an estimate, get an instant map view showing how far the customer is from your location.
Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
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.
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.
Handle business calls professionally from anywhere. With a mobile phone system, you and your team can stay in touch with clients, access call history, and keep work and personal calls separate.
Manage your team's location with real-time updates, giving you instant visibility into where they are working on.
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.
Access the complete history of customers past jobs in the All Jobs section.
If you frequently perform the same type of service, add it to the pricebook to minimize manual entry when creating an estimate.
Easily monitor the progress of each job from start to finish through the All Jobs section.
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 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.
Create a visual record of your work. Take before-and-after photos of every job and keep them neatly stored in Clientility.
Use internal notes to document important details, instructions, or follow-ups that only you and your team can see.
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.’
Store all your job-related documents such as files, notes, or photos in one place, with the option to easily share them with customers.
Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
Track all actions taken by you and your team as well as customer activity, to keep a clear view of your business operations.
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.
Send per-scheduled messages/emails to customers or leads that you have not heard back from without manual intervention.
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.
Stay on top of tasks that require attention with real-time alerts from the Notification Centre.
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.
Create a professional email and SMS notification template that can be easily customized when necessary.
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.
Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
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.
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.
Once the project is completed customers can choose to leave a tip to show appreciation for good service.
Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
Customers can easily request changes to their estimate in the Client Portal without needing to go through multiple steps or separate processes.
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.
Clientility automatically sends event reminders the time the event is made, a day and an hour before to keep customers informed about their upcoming project.
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.
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.
Easily schedule follow-ups to collect customer feedback when a project is completed.
After positive feedback has been collected, Clientility will send your client a review request to help build your online reputation.
Perfect for solo contractors just starting out.
Everything you and your team need to grow your business.
Access all tax-related details required for accurate and efficient tax management and reporting.
Get a clear overview of earnings helping evaluate the financial success of all projects.
View a map that provides an overview of the number of closed leads, categorized by their originating city to help you market accordingly.
Have a clear view of how many prospects or leads become customers.
Track the costs of each job to gain a clearer picture of your profit margins on each one.
Record and monitor all expenditures to manage budgets effectively.
Track your business's revenue from three perspectives yearly, monthly and daily for a comprehensive view of financial performance.
Stay on top of your numbers without the hassle. Clientility’s accounting features help you manage income, expenses, and reports effortlessly.
Track your team’s work hours with simple clock-in/out functionality, keeping accurate records of hours worked.
