Learn everything you need to get your clients set up and ready for business in this guide

Find a detailed overview of the Client Profile, how to manage Contact details, Billing information, Projects, Tasks, and Payments. Discover available actions, sorting, and tools for organizing and interacting with Clients.

The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.

Learn how to create, customize, and manage email templates to standardize client communication.

Send quick, accurate updates with reusable SMS templates. Personalize messages with dynamic fields, ensure clarity with pre-approved text, and keep clients instantly informed about estimates, appointments, or important changes.

Learn how send photos, documents, and updates directly to clients through MMS, making on-site communication faster, clearer, and more efficient.

Break down of all the variable types you can use inside SMS and Email templates. Each variable designed to fit specific templates so your emails and SMS messages always pull the correct client, estimate, or appointment details.

Easily reach clients with professional email and SMS templates directly from estimates, invoices, schedules, or programmed messages.

The SMS Messenger lets you quickly communicate with clients and employees, track usage, and use templates for recurring messages.

With programmed messages, you can set up automatic emails and texts or reminders for calls and follow-ups

The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.

This allows you to send bulk email communications to selected clients. It is commonly used for announcements, promotions, updates, reminders, or general company communications. Newsletters can be targeted to specific client groups using filters to ensure the message reaches the right audience.