Services and contracting
Every hour worked and every claim, invoiced
Your team works on customer projects. ClientOS knows who's where, for how many hours, and what's been billed and what hasn't.
A day in your company
The same customer and the same figures from first step to last, with nothing typed twice.
The contract is signed
The deal is won with a signed quote and becomes a project with its members.
The team gets to work
Tasks on the board; everyone logs hours and the manager approves them.
The customer asks
A WhatsApp question reaches support and becomes a ticket if it needs a visit.
The claim goes out
Cumulative quantities minus the last claim, retention and advance worked out, as a tax invoice.
The apps you'd switch on
Start with these, and add or drop any of them whenever you like.
- SalesLeads, deals and quotes
- ProjectsTasks, hours and progress claims
- InvoicingTax invoices, payments, cash and banks
- AccountingAutomatic entries and financial statements
- Customer serviceWhatsApp, email and website chat
On the plan with every app: $20 per office user a month, and $1 per employee on file.
Monthly maintenance contracts
Recurring invoices that go out every month.
Technicians' custody
Cash custody for technicians, settled by approved expense claims.
Billable hours
Approved billable hours go onto the customer's invoice.
Set your company up in a day
Create the workspace, import your customers from Excel and invite your team. If you'd like help setting up, we're here.
Every app is open during the trial. No card needed.