Client Check

Client Check

by John Neal

0 ratings
Free

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Details

  • Released
  • Updated
  • April 21, 2026
  • May 4, 2026

Features

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About

Before you take the job, know the client. Client Check helps contractors research clients, manage relationships, run jobs, and resolve payment issues from one app. Search client profiles, review payment history and risk signals, keep your pipeline organized, schedule crews, track work in the field, and stay on top of invoices and settlements. Why contractors use Client Check: - Research clients before you commit See contractor reviews plus public record signals like permits, liens, court records, and code issues to spot risk earlier. - Turn research into action Save prospects to your CRM, add notes and reminders, tag contacts, and move clients through your pipeline. - Run jobs with less chaos Create jobs, assign crews, schedule work, track time, manage resources, and monitor progress from draft to closeout. - Keep money moving Create quotes and invoices, track expenses, document change orders, and manage payment disputes and settlements. - Work better as a team Invite owners, foremen, and employees with role-based access for day-to-day operations. - Stay connected Use built-in community, profiles, notifications, and secure client-facing flows for quotes, payments, settlements, and document signing. Built for contractors who want better visibility, better organization, and better decisions before, during, and after every job. Terms of Use: https://client-c.com/legal?type=terms
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What's New in Client Check

1.03

May 4, 2026

This update improves the initial setup and day-one workflows for new ClientCheck customers. What changed: - Fixed team invitation delivery so invited team members receive the correct email link. - Improved invite acceptance so pending invites clear and new members appear active. - Improved company setup, team setup, job setup, client setup, and resource setup flows. - Improved invoice, estimate, bid invitation, review request, and customer portal link reliability. - Improved public customer-facing links for payments, signatures, bid submissions, reviews, and portal access. - Added stronger backend delivery tracking for customer and team-facing emails. - Improved Android deep-link handling and setup-flow navigation. - Added broader automated QA coverage for setup, account, team, job, client, resource, notification, and customer-facing workflows.

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