Drag and Drop Schedule
View schedules by day, week, or month, colour-code events, and reschedule jobs with simple drag-and-drop controls.
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Change Orders
Create a change order whenever the scope, materials, or price of a job needs to change. Once the customer approves it, the contract and invoice update automatically.
Site Visits
Schedule a free or paid visit to inspect the job before creating an estimate. After the visit, create the estimate or archive the opportunity if the customer decides not to proceed.
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
Schedule jobs, assign them to team members, and keep everyone updated in real time.
Customizable Team Dashboards
Customize each user’s dashboard based on their role and responsibilities, giving them a clear view of the information most relevant to their work.
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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Tech Portal
Give your team everything they need in one place. The Tech 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
View and manage all your jobs in one place, with filters for active jobs, open or unsent estimates, completed and archived jobs.
Legal
Create legal agreements that clearly outline the project terms and collect customer signatures before work begins.
Visual Pricebook
Build a visual pricebook with saved services and products, multiple images, costs, and markups, then add them to estimates without re-entering the details.
Job View
Follow each job through a dynamic timeline that tracks every step, from sending the estimate, to completing the work and collecting payment.
Map Overview
Have a clear overview of where each project is taking place to enhance planning.
Lead Center
Manage all leads in a visual pipeline, track each opportunity’s stage, and move prospects forward without missing follow-ups.
Tasks
Create checklist-style tasks for any job or event to remind you of specific actions and check them off as they’re completed.
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, and choose whether to share them with customers through the client portal.
Internal Notes
Add private notes to any job or customer profile to record important details.
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 to manage.
Documents Storage and Viewing
Store all your job-related documents and files internally in one organized 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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