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Schedule estimates to send automatically, so customers receive the right quote at the right time without extra manual work.
Create a professional email and SMS notification template that can be easily customized and scheduled when necessary.
Split jobs into scheduled payment stages, so you can collect deposits, progress payments, and final balances with ease.
Give customers and your team clear proof of payment for every transaction, with details on what was paid, when it was paid, and how it was received.
Create invoices to bill customers with confidence, so every charge is clearly outlined, easy to send, and simple to track from outstanding to paid.
Set invoices to go out at the right time, so billing stays on schedule without needing to send each one manually.
Turn estimates, contracts, and invoices into downloadable PDF files, so your team and customers can save, print, or review them anytime.
We’re updating the mobile app with cleaner screens, smoother navigation, and a better overall experience.
Schedule estimates to send automatically, so customers receive the right quote at the right time without extra manual work.
Turn estimates, contracts, and invoices into downloadable PDF files, so your team and customers can save, print, or review them anytime.
After a sale, the system automatically asks customers for referrals. Offering immediate rewards, such as a discount on their next job.
Let customers submit their information and job details directly through your website, so new leads flow straight into Clientility.
Manage your materials and supplies in one place with simple, real-time tracking that keeps your jobs running smoothly.
If you are unsure of the exact arrival time, provide your customers with an arrival window—for example, ‘We will arrive between 2 PM and 4 PM.’
Manage your team's location with real-time updates, giving you instant visibility into where they are working on.
View your upcoming projects on a map with an overview that automatically calculates the most efficient route. Be able to assign each project to the most suitable team.
Handle business calls professionally from anywhere. With a mobile phone system, you and your team can stay in touch with customers, access call history, and keep work and personal calls separate.
Charge a service fee when booking visits to a customer’s home, so your team can collect payment for inspections, consultations, or call-outs.
Add private notes to scheduled events, so your team can keep track of important details, instructions, or updates for each visit.
Create a professional email and SMS notification template that can be easily customized and scheduled when necessary.
Split jobs into scheduled payment stages, so you can collect deposits, progress payments, and final balances with ease.
Give customers and your team clear proof of payment for every transaction, with details on what was paid, when it was paid, and how it was received.
Create invoices to bill customers with confidence, so every charge is clearly outlined, easy to send, and simple to track from outstanding to paid.
Set invoices to go out at the right time, so billing stays on schedule without needing to send each one manually.
Provide financing options to customers to attract more leads and increase conversion rates.
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.
Access all tax-related details required for accurate and efficient tax management and reporting.
View a map that provides an overview of the number of closed leads, categorized by their originating city to help you market accordingly.
Have a clear view of how many prospects or leads become customers.
We’re updating the mobile app with cleaner screens, smoother navigation, and a better overall experience.
We’re updating the job progress experience with a smoother design and more informative details, making it easier to understand where each job stands.
We’re refreshing the client portal so customers can better track job progress, view more informative invoices, review important details, and access receipts after payments are made.
We’re updating the overall estimate structure, making it easier to build estimates and preview how they’ll look before sending them out.
We’re improving the settings experience with more customizable defaults, making it easier for businesses to set up Clientility around the way they work.
