Job Updates are now available in Clientility, making it easier to keep customers informed throughout a job.

‍

You can share progress notes, milestones, or important details when work is happening behind the scenes without a scheduled event. This helps keep clients feeling informed and connected as the job moves forward.

‍

This feature was added after a customer suggested the need for clearer communication during parts of a job that do not require scheduled visits.

User Permissions are now available in Clientility, making it easier to control what each team member can access.

‍

You can customize viewing access based on each user’s role and responsibilities. This gives owners and managers more control over what information team members can see, helping ensure everyone has access to the tools and details they need without exposing areas that are not relevant to their work.

Conversion Strategy is now available in Clientility, giving you a smarter way to improve estimate approvals and increase sales.

‍

You can set up automated two-stage follow-ups that remind customers to view and approve their estimates, helping prevent opportunities from being forgotten or delayed.

You can also add client testimonials and a countdown timer with a limited-time discount to create urgency and build trust while customers review their estimate.

Line Item Discounts are now available in Clientility, giving you more flexibility when offering discounts on estimates.

‍

You can now apply a discount to a specific line item instead of reducing the price of the entire job. This makes it easier to offer targeted savings while keeping the rest of the estimate unchanged.

‍

This feature was added after a customer requested more control over how discounts are applied, especially when only one product or service needs to be adjusted.

Preview Estimate is now available in Clientility, giving you a simple way to review your estimate before sending it.

‍

You can now see the estimate exactly as your customer will see it, making it easier to catch mistakes, check the layout, and make sure everything looks polished.

Legal Agreements are now available in Clientility, helping you clearly outline terms before a project begins.

‍

You can add an agreement to an estimate so customers can review the terms directly on the estimate page before moving forward.

‍

Once they’re ready, customers can sign the estimate, creating a smoother and more professional approval process.

Site Visits are now available in Clientility, making it easier to schedule in-person visits before starting a job.

‍

You can book, manage, and track site visits directly from your dashboard, helping you stay organized while reviewing the work firsthand.

‍

After the visit, you can turn the site visit into an estimate, making it easier to move from reviewing the project to sending a quote.

Optional Add-Ons are now available in Clientility, giving you a more flexible way to offer extra services on estimates.

‍

You can add optional add-ons directly to an estimate, so customers can review everything in one place without needing a separate quote.

‍

Customers can turn an optional service on with a simple toggle, and the estimate total will update automatically to include it.

Estimate Options are now available in Clientility, letting you send up to three estimate options at once.

‍

You can present different packages side by side, such as basic, standard, or premium, so customers can compare their choices more clearly.

‍

This gives customers a more flexible estimate experience while making it easier for you to offer higher-value services.

Job Documents are now available in Clientility, giving you one place to store important files for each job.

‍

You can upload and organize job-related documents, notes, photos, plans, and other files directly inside the job.

‍

This feature was added after a customer requested a simpler way to keep job information organized and easy to access.