We are constantly adding new updates to improve your experience.
We’ve made a small but handy update to the interface — you can now collapse the side menu in Clientility. This lets you hide the menu text and keep only the icons visible, giving you extra space to focus on what matters most: your main workspace. Whether you’re reviewing jobs, estimates, or invoices, this cleaner view helps you navigate more comfortably and make the most of your screen.
We’ve introduced a feature called Labour/ Payroll, designed to make managing employee pay easier than ever. With Labour/ Payroll, employees can clock in and out directly from the app, and for those who are paid by the day, you can easily manage their pay from the same section. All labour data automatically syncs with your accounting area, so your total labour costs are always up to date and ready when it’s time to process payroll.
We’ve updated the Dashboard with a fresh new look designed to make navigation easier and more intuitive. You can now track key analytics at a glance, including revenue for the past 7 days through a clear graph, daily accounting, and your monthly sales funnel. The Dashboard also gives you a full-week view of events, along with an overview of how many jobs are currently active, how many estimates are open, and how many haven’t been sent yet. These improvements give you a complete snapshot of your business in one place, making it easier to stay on top of operations.
We’ve updated the Scheduler with a fresh new look while keeping the three views — monthly, weekly, and daily. You can now filter events by two categories, type and employee, making it faster and easier to find and access the events you need. These updates help you stay organized, track your team’s work more efficiently, and manage your schedule with greater clarity.
We’ve introduced a new feature called Job Costing, built to give you a deeper understanding of your project finances. With Job Costing, you can track all the costs associated with each job, from labor and materials to travel and equipment, to see exactly how much you’re spending. This helps you gain a clear picture of your profit margins on every project.
We’ve added a new feature called Expense Tracking, designed to help you stay in full control of your business finances. With this feature, you can easily record and monitor all expenditures related to your jobs, projects, or day-to-day operations. Whether it’s material costs, travel expenses, or team purchases, everything is organized in one place so you can see exactly where your money is going. By keeping track of every transaction, you’ll be able to manage budgets more effectively, make smarter financial decisions, and maintain better visibility into your overall profitability.
We added a Unit System feature. Users can now switch between metric and imperial measurements whenever they like. Whether you prefer kilometers or miles, you can view all distances in the units that work best for you.
We added Team Job Scheduling. This feature lets you effortlessly schedule jobs and assign them to the right team members. You can track who is responsible for each event and keep everyone informed with real-time updates. By having all job assignments clearly organized in one place, it’s easier to manage your team’s workload, avoid confusion, and ensure nothing falls through the cracks.
We added Client View in response to a customer request. This feature lets you see all jobs/estimates associated with a client and upload specific documents and notes for them. By keeping everything organized in one place, it’s easier to manage client history and stay on top of details.
We added the Worker Portal to help contractors eliminate the constant back-and-forth with their teams. Too often, staff don’t have quick access to the information they need, like schedules, job details, or last-minute updates, leading to confusion, mistakes, and wasted time. With the Worker Portal, everything is in one place, so your team always knows exactly what to do, where to be, and when. It keeps everyone aligned, reduces miscommunication, and makes jobs run smoother from start to finish.
