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Included in every plan
For solo operators running the whole show.
For businesses with a crew to manage.
Create professional estimates with services, materials, pricing, and terms, then send them for online review and signature approval.
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Present up to three Good, Better & Best options in one estimate, giving customers more choice while creating opportunities to upsell premium services.
Automatically follow up in two stages using reminders, customer testimonials, and a limited-time offer countdown to encourage estimate approval.
Personalize your estimates to align with your brand by adding your logo and colours.
Offer optional add-ons and apply discounts to individual line items, giving customers more choice without discounting the entire job.
Keep future opportunities organized by saving estimates to review, update, and send whenever the timing is right.
Preview your estimate before sending it out to make sure everything looks just right.
Add multiple images to each estimate line item to clearly showcase the product, service, or option being offered.
View schedules by day, week, or month, colour-code events, and reschedule jobs with simple drag-and-drop controls.
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.
Schedule jobs, assign them to team members, and keep everyone updated in real time.
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.
Customize each user’s dashboard based on their role and responsibilities, giving them a clear view of the information most relevant to their work.
Customize what each team member can view and manage, so the right people have access to the right information across your business.
Manage your team's location with real-time updates, giving you instant visibility into where they are working on.
View upcoming jobs on a map, automatically optimize routes, and assign each job to the right team.
Set up repeat jobs for customers who need ongoing service, so scheduled work is automatically created and easier to manage.
Create checklist-style tasks for any job or event to remind you of specific actions and check them off as they’re completed.
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.
Add private notes to any job or customer profile to record important details.
Store all your job-related documents and files internally in one organized place.
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.
Manage all leads in a visual pipeline, track each opportunity’s stage, and move prospects forward without missing follow-ups.
View a complete feed of recent activity to stay informed about updates and changes across your business.
Control which notifications team members receive based on their permissions, so they only see updates relevant to their role.
Keep your team in sync with real-time push notifications for job assignments, schedule changes, tasks, and other important updates.
Send per-scheduled emails/SMS to customers that you have not heard back from without manual intervention.
Create a professional email and SMS notification template that can be easily customized and scheduled when necessary.
Schedule automatic event reminders to be sent to customers at the times you choose, keeping them informed about upcoming visits.
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.
Accept secure online credit and debit card payments through our Stripe integration.
Schedule automatic reminders for outstanding payments, helping you follow up consistently and get paid on time.
Monitor upcoming and completed payments to stay informed and ensure timely transactions.
Split jobs into scheduled payment stages, so you can collect deposits, progress payments, and final balances with ease.
Provide customers with a receipt for every payment, clearly showing the amount, date, and payment method.
Create and send professional invoices, then track each one from outstanding to paid.
Set up recurring payments for ongoing services and collect payments automatically without manual billing.
Keep customer cards securely on file, making it easy to charge future invoices, service fees, or approved payments automatically.
Once the project is completed customers can choose to leave a tip to show appreciation for good service.
Recover unpaid invoices effortlessly with automated reminders, formal notices, and professional collections, all tracked directly in Clientility.
Customers can review, sign, and approve estimates online, making it easy to move forward with the job.
Customers can request changes directly from their estimate, keeping the revision process simple and organized.
Schedule automatic event reminders to be sent to customers at the times you choose, keeping them informed about upcoming visits.
Customers can view their project’s current progress and latest updates through the Client Portal.
Customers can approve change orders directly in the Client Portal. Once approved, pricing, contract terms, and invoices are automatically updated; no manual edits are required.
Customers can securely make payments through the Client Portal using credit, debit, or other payment methods.
Once the project is completed, with a click of one button, customers can generate their own invoice directly from the Client Portal.
After positive feedback has been collected, Review Boost automatically invites customers to leave a Google review, helping grow your online reputation.
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.
Keep your accounting in sync by integrating Clientility with QuickBooks for accurate financial tracking and reporting.
Track job costs and apply markups to products or services for more accurate estimates and a clear view of your profit margins.
Track recurring, one-time, and job-specific expenses in one place to monitor spending and manage your budgets.
See projected profit as you build an estimate using your line-item costs and markups. For a more detailed calculation, add optional labour hours, employee count, hourly rate, and miscellaneous costs.
Manage your day-to-day accounting in one place, including payments received, business expenses, and payroll.
Choose how each employee’s hours and pay are tracked. Use a full- or part-time hourly rate, record actual hours with clock-in/out, or leave pay untracked.
Automatically create timesheets from clock-in/out activity or pre-scheduled daily hours, then review, edit, and approve them before payroll.
Manage payroll in Accounting using approved timesheets generated from clock-in/out activity or scheduled hours, with the ability to review and edit each employee’s hours and pay.
