Clientility vs Construction Closeout

Win more jobs, get paid at every stage, and run your whole service business from your phone. Clientility is the all-in-one CRM built for contractors and home service pros. Send estimates, schedule your crew, manage every job and collect payments from one app, in the office or on site. WIN MORE JOBS - Track every lead from first call to signed estimate - Build professional estimates in minutes with photos, descriptions and optional add-ons - Offer Good, Better and Best options so clients can choose their level - Pull services and prices from your visual pricebook - Send estimates by email or text and get notified when they're viewed or signed - Automatic follow-ups keep leads from going cold GET PAID AT EVERY STAGE - Milestone payments: collect a deposit, progress payments and the final balance as the job moves forward - Clients pay by credit card from their job portal - Automatic payment reminders, so you spend less time chasing invoices - Turn approved estimates into invoices automatically - Charge in USD or CAD KEEP EVERY JOB ON TRACK - See everything about a job in one place: schedule, tasks, change orders, photos, documents and invoices - Schedule jobs and site visits and assign them to your team - Send change orders straight to your client's portal - Take before and after photos, and choose whether clients can see them - Open PDFs and photos without leaving the app IMPRESS YOUR CLIENTS - Every job gets a client portal where customers approve estimates, sign contracts, follow progress, see photos and pay invoices - Automatic email and text notifications keep clients informed at every step - Review Boost asks happy customers for a Google review and keeps lower ratings private RUN YOUR TEAM - Roles and permissions for owners, managers, sales and field workers - Timesheets with clock in and clock out - Everyone sees only the jobs and information they need KNOW YOUR NUMBERS - Track expenses and job costs to see the real profit on every job - Dashboards for active jobs, open estimates, invoices and revenue - Syncs with QuickBooks: customers, jobs, invoices, expenses and more BUILT FOR THE TRADES General contractors, HVAC, plumbing and electrical pros, handypeople, painters, landscapers, roofers, remodelers, cleaning crews and every service business in between. Questions? A real person answers every message: hello@clientility.com

Closr+ is built for construction project managers, architects, and closeout coordinators who need to hand off projects cleanly, professionally, and on time. From punch lists to warranty registers, subcontractor compliance to daily site logs — Closr+ organizes your entire closeout workflow from first checklist to final package. * WHAT'S INSIDE * CLOSEOUT CHECKLISTS Auto-generated checklists based on project type. Track completion with progress indicators and deadline reminders. Never miss a required deliverable. DOCUMENT MANAGEMENT Organize all closeout documents — as-builts, O&M manuals, warranties, lien waivers, permits, and more. Upload via camera or file picker across 29 document categories organized by phase. PUNCH LIST MANAGEMENT Create punch items with photos, priority, trade, and location. Track status from Open through Verified. Generate PDF reports for owner turnover. SUBCONTRACTOR COORDINATION Invite subs via email, send automated reminders, track document submissions, and monitor compliance rates across every trade. WARRANTY REGISTER Track every warranted system and piece of equipment — manufacturer, model, serial number, installer, warranty provider, and expiration dates. DAILY SITE LOGS Log weather, crew count, work performed, delays, and incidents. Build a complete field record for every project day. LIEN WAIVER MANAGEMENT Track conditional and unconditional lien waivers by project and subcontractor. Know exactly what's been signed. DIGITAL CLOSEOUT PACKAGES Auto-compile all documents into organized deliverables with table of contents and hyperlinks. Export as a shareable link or ZIP package. PROJECT MAP See all active projects on an interactive map with color-coded status pins. Tap any pin to jump straight into the project. CROSS-APP INTEGRATION Already using Inspectr+, Buildr+, or DailyReportr+? Closr+ connects directly to import open inspection items and sync project data across your Lab Architect suite. COMMISSIONING MANAGEMENT Track system startups, functional testing, and performance verification. Monitor commissioning status by building system and ensure readiness for owner turnover. CLOSEOUT ANALYTICS Visual heatmaps showing open closeout items by area. Exposure aging badges flag items drifting past deadlines. Owner handover readiness tracking with training and documentation checklists. * BUILT FOR THE PROS * Whether you're closing out a medical office, a school, or a mixed-use development, Closr+ gives you the structure to hand off projects cleanly, protect against warranty disputes, and impress owners with professional deliverables. Download Closr+ and close out with confidence.