How it works

One clear path from enquiry to receipt.

Keep each hand-off linked to the customer. You decide the scope, price, schedule and customer communication.

Start with arranged access.

1 · Request access

Tell us about your business or request a demo. An email enquiry is not an account, subscription or promise of access.

2 · Set up your business

For agreed access, follow the account, verification or invitation instructions. Add your business details and invite authorised team members.

3 · Use an agreed evaluation

Trial or pilot access is time-limited and separately governed. Extensions require approval. There is no automatic conversion to a paid plan.

Follow the work.

Customer → Enquiry. Record contact details, service location, the request and the next action.
Quote → Accepted work. Prepare scope and pricing, review the PDF and record the customer’s decision. Convert accepted work to a linked job.
Booking → Calendar → Job. Schedule the visit, keep notes and record completion.
Completed job → Invoice. Create the invoice from the job. Recovery helps identify completed work that still needs invoicing.
External payment → Receipt. Record money received through your existing payment method. Partial payments reduce the balance; each recorded payment has its receipt.
History → Follow-up. Keep the customer’s linked records and communication results together. Review Recovery for unresolved work.

You remain in control.

Communication

Use an enabled connected mailbox only after reviewing the message and pressing Send. No autonomous sending or reminder cadence.

Money

Customers pay through your existing arrangements. ClientSupply records what you received; it does not process the payment or provide a Pay Now checkout.

Business judgement

You remain responsible for service commitments, prices, tax treatment, accurate records and professional obligations.