Product Updates

We are constantly adding new updates to improve your experience.

Client Portal

Review Boost

Review Boost is here to help you turn completed jobs into stronger visibility and trust for your business. After a job is marked complete, Review Boost automatically sends a customizable feedback survey to your customer. When responses meet your chosen rating threshold, customers are guided to leave a Google review, helping you build a steady stream of positive public feedback. If the rating falls below that threshold, the response stays private so you can resolve concerns before they appear online. By consistently encouraging reviews and capturing feedback in one place, Review Boost helps strengthen your Google presence, improve search visibility, and build credibility with future customers, all without adding extra follow-up work to your day.

Individual Plan
Team Plan
Feature Added On:
January 16, 2026
Notifications

Improved Notifications

We refreshed Notifications to make them clearer and more useful. The experience is now cleaner and more organized on desktop, with full support on mobile. You’ll receive push notifications on your phone so important updates don’t get missed, and you can customize which notifications you receive and how you receive them. Everything is designed to help you stay informed without unnecessary noise.

Individual Plan
Team Plan
Feature Added On:
January 2, 2026
Notifications

Activity Feed

We added an Activity Feed to make it easier to stay informed. It gives you a centralized view of all activity across your account, including updates, changes, and key actions as they happen. With the ability to filter by category, you can quickly narrow things down and find exactly what you’re looking for. Keeping everything in one place helps you stay organized, reduces missed details, and saves time managing day-to-day work.

Individual Plan
Team Plan
Feature Added On:
January 2, 2026
Job Management

Multi-Currency Support

You can now choose how you charge your customers, with support for both USD and CAD. This update gives you the flexibility to bill in the currency that works best for your business and your clients, making transactions smoother and more convenient.

Individual Plan
Team Plan
Feature Added On:
December 12, 2025
Estimates

License Info

We’ve added the ability to include a subheading on your estimates, and the update is now live across the platform. This feature was requested by a customer who wanted to display their license number, but it can be used for any purpose you need, giving you more flexibility and professionalism in your estimates.

Individual Plan
Team Plan
Feature Added On:
December 12, 2025
Analytics

Accounting system rebuilt

Our accounting system has been fully rebuilt and is no longer in beta. You can now create and manage expenses, track transactions, and keep your books organized with improved accuracy and efficiency. Every feature is designed to provide a smoother workflow and more reliable financial insights, making accounting faster and easier than ever.

Individual Plan
Team Plan
Feature Added On:
November 14, 2025
Job Management

Sign up/Log in with Google

We’ve added a new feature, the ability to sign up and log in with Google. This makes accessing your account faster, allowing you to get started instantly without creating or managing additional passwords. This update streamlines your onboarding process and ensures a smoother experience every time you log in.

Individual Plan
Team Plan
Feature Added On:
November 14, 2025
Analytics

QuickBooks Integration

You can now connect Clientility to QuickBooks directly from both desktop and mobile. This lets you sync customers, jobs, expenses, invoices, and more automatically, keeping all your financial data up to date across both platforms. This integration helps you maintain accurate accounting records, see the full picture of each project’s finances, and simplify your bookkeeping process.

Individual Plan
Team Plan
Feature Added On:
October 31, 2025
Analytics

Job Expenses

You can now add expenses directly to each job in Clientility. This lets you track any costs associated with a project, categorize them for accurate accounting, and keep all related expenses organized in one place. This update helps you maintain clear financial records, see the true cost of each job, and streamline your accounting process.

Individual Plan
Team Plan
Feature Added On:
October 17, 2025
Analytics

Manual Expenses

We’ve added a new feature in Clientility that allows you to add manual expenses directly into your account. These expenses can also be set to recur every month, so regular costs are automatically included without extra effort. This update makes it easier to keep your financial records complete, stay on top of recurring payments, and have a clear view of your overall expenses.

Individual Plan
Team Plan
Feature Added On:
October 17, 2025
2025 All Rights Reserved