Clientility

Clientility

About this app

Win more jobs, get paid at every stage, and run your whole service business from your phone.

Clientility is the all-in-one CRM built for contractors and home service pros. Send estimates, schedule your crew, manage every job and collect payments from one app, in the office or on site.

WIN MORE JOBS
- Track every lead from first call to signed estimate
- Build professional estimates in minutes with photos, descriptions and optional add-ons
- Offer Good, Better and Best options so clients can choose their level
- Pull services and prices from your visual pricebook
- Send estimates by email or text and get notified when they're viewed or signed
- Automatic follow-ups keep leads from going cold

GET PAID AT EVERY STAGE
- Milestone payments: collect a deposit, progress payments and the final balance as the job moves forward
- Clients pay by credit card from their job portal
- Automatic payment reminders, so you spend less time chasing invoices
- Turn approved estimates into invoices automatically
- Charge in USD or CAD

KEEP EVERY JOB ON TRACK
- See everything about a job in one place: schedule, tasks, change orders, photos, documents and invoices
- Schedule jobs and site visits and assign them to your team
- Send change orders straight to your client's portal
- Take before and after photos, and choose whether clients can see them
- Open PDFs and photos without leaving the app

IMPRESS YOUR CLIENTS
- Every job gets a client portal where customers approve estimates, sign contracts, follow progress, see photos and pay invoices
- Automatic email and text notifications keep clients informed at every step
- Review Boost asks happy customers for a Google review and keeps lower ratings private

RUN YOUR TEAM
- Roles and permissions for owners, managers, sales and field workers
- Timesheets with clock in and clock out
- Everyone sees only the jobs and information they need

KNOW YOUR NUMBERS
- Track expenses and job costs to see the real profit on every job
- Dashboards for active jobs, open estimates, invoices and revenue
- Syncs with QuickBooks: customers, jobs, invoices, expenses and more

BUILT FOR THE TRADES
General contractors, HVAC, plumbing and electrical pros, handypeople, painters, landscapers, roofers, remodelers, cleaning crews and every service business in between.

Questions? A real person answers every message: [e-mail]