We are constantly adding new updates to improve your experience.
We’ve just added a feature we believe is key: Live Profitability. Now, as you build your estimates, you can add costs, markups, rates, and employee hours and see your profit insights instantly. This gives you a clear picture of your potential earnings in real time, helping you price jobs accurately, track profitability, and make smarter decisions without leaving the estimate.
New feature alert! We’ve just added Accounting, giving you a smarter way to manage finances. With Clientility’s accounting features, you can effortlessly monitor expenses, check payroll, and see how you’re doing in terms of profitability, all from one central place. This helps you stay on top of your numbers and reduces manual work.
We added the Clock-In/Out feature to simplify time tracking for your team. Users can simply clock in at the start of their shift and clock out when they’re done, and all hours are accurately recorded. This makes it easier to manage payroll, keep reliable job cost records, and gain clear insight into how time is being spent across your projects.
We implemented the Markups feature to help you track the profitability of all jobs and ensure your estimates accurately reflect your business margins. By allowing you to apply predefined percentages to services or products, Markups makes it easy to calculate costs, set consistent pricing, and maintain healthy profit margins across every project. This not only saves time on manual calculations but also gives you clear insights into the profitability of each job, helping you make smarter decisions and grow your business confidently.
Keeping customers informed just got easier with our new Job Updates feature. This feature was implemented after a customer suggested the need for clearer communication when work was happening behind the scenes without scheduled events. With Job Updates, you can share progress notes, milestones, or important details, ensuring customers always feel informed and connected. This reduces uncertainty, minimizes check-in calls, and builds stronger trust in your service.
Managing access just got easier with our new User Permissions feature. Many owners shared that without clear access settings, teams could get overwhelmed with unnecessary details or risk exposing sensitive information. With User Permissions, you can assign categories and customize viewing access so the right people see the right information. This keeps everyone focused on their responsibilities while protecting important data.
We added the Time Sheets feature to give our customers a simple and reliable way to track employee hours. Many businesses were struggling with inaccurate time tracking, messy manual logs, and payroll mistakes, so we designed a system that makes recording and monitoring hours effortless. With Time Sheets, employees can easily clock in and out, while managers and owners get a clear view of hours worked across projects. This not only improves payroll accuracy but also increases transparency and makes project management smoother.
We built the Conversion Strategy feature to give our customers a smarter way to boost estimate approvals and sales. After identifying common challenges, like customers forgetting to view or approve estimates, we designed a system that automates follow-ups and adds persuasive elements to increase engagement. With Conversion Strategy, automated two-stage follow-ups remind customers to view and approve estimates, and you can include client testimonials and a countdown timer with a limited-time discount to create urgency. By combining automation with proven conversion tactics, this feature helps keep more opportunities from slipping through.
We introduced the "Line Item Discounts” feature after a customer suggested it. They wanted more flexibility when offering discounts, without having to reduce the price of the entire job. With this update, you can now apply discounts to individual line items, giving you the ability to offer targeted savings where it makes the most sense while keeping the rest of the estimate intact. It’s a simple change, but one that makes pricing more accurate and professional.
We added the “Preview Estimate” feature at the customer's request. They wanted a simple way to double-check their estimate before sending it to their customer, making sure everything looked polished and accurate. Now you can preview your estimate exactly as your customer will see it, so you can feel confident before hitting send.
