Everything you need to run a service business
ClientRoot is purpose-built for recurring service work. Every feature exists because pool, lawn, and pest service owners told us they needed it — and nothing else has been added to bloat the app.
Plan the week, dispatch the day
See every job across your crews in one calendar. Click to open, switch between month, week, day, and agenda views. Recurring services land on the calendar automatically — set the cadence once and ClientRoot generates the visits for the next year, with per-occurrence overrides when life intervenes. Customers can even pick their own slot from the times you offer on a quote.
- Month, week, day, and agenda views
- Recurring schedules that auto-materialize a year out
- Customer self-scheduling from offered time slots
- Mobile-friendly Agenda for crews in the field
Every client, every visit, one record
Separate billing and service addresses, gate codes, service notes, photos, and the entire job history rolled up per customer. No more searching email or texting yourself reminders before each visit.
- Billing + service address split with 'same as billing' toggle
- Searchable customer directory
- Per-customer notes and gate codes
- Full job and invoice history on one screen
Austin, TX 78704
From estimate to paid in three clicks
Build a quote with reusable line items, send a PDF, convert it to an invoice when the customer accepts. Highlight the line items you want customers to notice, choose payment terms (on receipt, net 15/30/60, or custom), and track sent/paid status at a glance.
- Professional PDFs with your branding
- Quote → invoice conversion in one click
- Highlight the line items you want noticed
- Payment terms with auto-computed due dates
Get paid without chasing checks
Connect your account once and every sent invoice carries a secure pay-by-link — clients pay by card in seconds, and the status flips to paid automatically. Collect a deposit up front when a customer accepts a quote, so the work starts funded. Payments are processed by Stripe; you keep the payouts.
- Pay-by-link on every invoice you send
- Collect deposits on accepted quotes
- Paid status updates automatically
- Card processing secured by Stripe
Document the work as it happens
Every job is a card — status, time, notes, photos uploaded from the field. Status transitions are one tap. When a job is complete, convert it to an invoice without re-typing a thing.
- Status workflow: scheduled → in progress → completed
- Photo upload from any device
- Tech notes attached per visit
- One-click convert completed job → invoice
Give your crew exactly the access they need
Invite technicians by email or shareable link. Choose per-role permissions: view all jobs vs. only assigned, manage quotes, see pricing, edit customers. Owners always retain full control of billing and team settings.
- Owner / Technician roles
- Granular permissions per technician
- Email or shareable link invites
- Suspend or archive members without losing data
Field hours, ready for payroll
Crews clock in and out from their phones — optionally with GPS so you can see where a shift started and ended. Owners can correct a missed punch, and the whole period exports to CSV when it's time to run payroll.
- One-tap clock in / clock out from any phone
- Optional GPS capture on each punch
- Owners can edit and correct times
- Export hours to CSV for payroll
Your business at a glance
Open this morning to see what matters: open jobs, what's scheduled this week, outstanding invoices, month-to-date revenue — plus a live map of where today's work sits. Click any KPI to drill into the underlying list. No spreadsheets, no exports.
- KPI cards that click through to detail
- Live map of today's jobs by technician
- Outstanding invoices summary
- Revenue trend over the last 6 months
Know exactly how the business is doing
Go beyond the dashboard with dedicated reports for revenue, quotes, jobs, and invoices. Track win rate, average days to pay, and accounts-receivable aging over any date range — then export what you need.
- Revenue by service type and over time
- Quote win rate and average value
- Invoice collection rate and A/R aging
- Custom date ranges with print & export
Built for the phones your crew already carries
No app to install, no manuals to read. ClientRoot runs in any modern mobile browser, with an agenda view that fits a phone screen and forms that respect thumbs.
Built for these industries
Each comes with industry-specific workflows out of the box.
Try it on your real customers
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