Clientility vs FieldDocs Field Service App

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

FieldDocs helps contractors and field service businesses run the full job cycle without juggling spreadsheets, texts, and paper. See what needs your attention at a glance: open estimates, unpaid invoices, signatures to collect, and money still owed. Your home screen becomes a simple command center for the day. YOUR BUSINESS LINK (CAPTURE LEADS 24/7) Turn on Business Link in Office settings and get a public request page with your own short link. Customers submit jobs online; new requests show up under Pending requests on Home. Share the same link everywhere you are found: • Your website contact or “Request service” button • Google Business Profile and other listings • Email signatures, social bios, and text messages • QR codes on trucks, yard signs, door hangers, or invoices (create a QR from the link in any free QR tool) No extra inbox to monitor. Leads use the same workflow as requests you add yourself. ONE TIMELINE FROM LEAD TO PAID Every customer gets a clear history in one place. Estimates, appointments, invoices, payments, and notes stay connected so nothing falls through the cracks. RUN THE JOB ONSITE Open the job, confirm the appointment, capture details in the field, and keep work moving while you are at the property. CUSTOMERS APPROVE AND PAY ONLINE Share a branded client portal where customers can review estimates, approve work, view invoices, and pay online on their own time. Less back-and-forth, faster yeses. GET PAID FASTER Send professional invoices, collect card payments, and record when money comes in. Stay on top of balances and follow-ups so cash flow does not slip. BUILT FOR REAL FIELD WORK • Business Link public request page • Estimates and invoices with your branding • Client hub and activity timeline per customer • Scheduling and calendar-friendly reminders • Proof photos and job documentation • Deposits, payment links, and payout setup (where available) • Sync across devices when you sign in WHO IT IS FOR Plumbers, HVAC techs, electricians, landscapers, cleaners, remodelers, and any owner-operator or small crew that quotes work, schedules jobs, and invoices customers. SUBSCRIPTIONS FieldDocs offers a free Lite tier with monthly document limits. Optional Plus and Ultra subscriptions unlock higher limits and additional features. Payment is charged to your Apple ID account. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel in Settings → Apple ID → Subscriptions. Privacy Policy: https://fielddocs.net/privacy Terms of Use: https://fielddocs.net/terms