Features
Contractor software for
everything your office does
01Jobs02Leads03Estimates04Contracts with e-sign05Money06Site builder07Client portal08Aftercare
01Jobs
Every job from first visit to walk-through. Click keeps the schedule, visits and tasks, and sends crews and subs a link instead of an app.
- Pipeline
- Calendar and visits
- Tasks
- Crew and sub links
- Materials and POs
Kitchen remodelBurlington · counters Thu
Finished lower levelOakville · drywall
Powder room refreshOakville · walk-through Fri
02Leads
Every call, text, site chat and quote request is answered. On your site, Click asks only what's missing and never names a price.
- Get-a-quote intake
- Code-checked contact
- Lead to client portal
- Follow-ups
Basement finishing, Milton. Click asked for size, permit and timing. It never quotes a price.
03Estimates
Tell Click the job. It drafts the estimate with your line items and sends it when you say so. Change orders work the same way.
- Proposals
- Change orders
- Takeoffs and RFQs
- PDF in any language
EstimateDraft by Click
Main bathroom · Mississauga
Tub-to-shower conversion
Curbless shower, tile
Vanity and fan
04Contracts
Click turns an estimate into a contract with your payment schedule. Clients sign on their phone with a drawn signature and a texted code.
- E-sign
- Code check
- Signed certificate
- Your terms
Deck rebuild · Sam Carter
05Money
Invoices, deposits and receipts go out on time. Clients pay by card on the invoice. Click tells you what came in and who still owes you.
- Invoices
- Deposits
- Receipts
- Fee ledger
Money
DepositKitchen remodel · BurlingtonPaid
Second paymentDue FridaySent
ReceiptEmailed to clientFiled
06Your site
A published website for your business, edited by chat. Undo anything, compare versions, and publish when it looks right.
- Six designs
- Edit by chat
- Undo and history
- Service-area pages
Put the kitchen photo first
UndoHistoryComparePublish
07Client portal
Your clients see what's waiting on them, sign proposals, pay invoices, follow progress and ask for new work.
- Waiting on you
- Progress
- Sign and pay
- Messages
CLIENT PORTAL · ANA GARCÍA
Waiting on you2
Sign the proposalMain bathroomSign
Pay the depositCard or bankPay
Main bathroom
08Aftercare
When a job is done, Click saves the warranty, checks in later, sends care tips and takes claims if something's wrong.
- Warranty snapshot
- Check-ins
- Care tips
- Claims
Warranty savedPowder room refresh · at handover
Check-in sent“How's the new fan?”
Kitchen remodel · Burlington
Ana signed. Want me to book the start date?