ClientSupplyToday
See scheduled work, open enquiries, quote decisions and outstanding money in a daily operating view.
ClientSupply JobDesk
Your customers, work and money. Connected.
A service-business workspace from first enquiry to completed job and paid invoice. Access is arranged directly with ClientSupply.
Know what needs attention.
Recovery
Find accepted quotes needing a job, completed jobs needing an invoice and overdue invoices. Partially paid invoices show the remaining balance.
Calendar
Schedule and reschedule bookings alongside job context. Removing a schedule and cancelling a booking are distinct actions.
Keep the customer and the work together.
Customers, contacts and locations
Keep customer phone numbers, email addresses, service locations and linked work history available to your team.
Enquiries
Capture the request, customer association, status, assigned person and next action. Move approved work into the job workflow.
Jobs
Track the customer, related quote, schedule, status, notes and completion. Create a linked invoice when work is complete.
Documents that follow the job.
Quotes
Create a draft with scope and pricing, preview or download its PDF, record sent and accepted states, then convert an accepted quote to a job.
Invoices
Create numbered invoices with customer and business details, amounts and due dates. Preview, download and follow up the invoice.
Recorded payments and receipts
Record money received outside ClientSupply, including partial payments. Track the remaining balance and produce numbered receipt PDFs for recorded payments.
ClientSupply does not process card or bank payments, collect funds or replace accounting or tax advice. Businesses remain responsible for accurate amounts, payment records and tax wording.
Work as a team.
Team and roles
Owners manage invitations and access. Owner, manager and staff roles have different permissions; not every member can change settings or view financial work.
Settings and security
Maintain business details and appearance, your profile, sessions and activity. Available settings depend on your role.
Missed-call follow-up
Where enabled for your workspace, manually record a missed call, assign a callback and track its outcome and next action. This is not automatic call answering or universal phone-system integration.
Email from your business, with your approval.
Where enabled and authorised, a connected business mailbox can send customer messages, quote, invoice and receipt PDFs, and Recovery follow-ups. Review the recipient, message and attachment, then explicitly press Send. Related communication history records the result.
Google/Gmail access remains subject to provider consent, configuration and controlled customer rollout. Ask ClientSupply whether it is available for your account. JobDesk is not an inbox replacement and does not automatically send reminders or follow-ups.
Read the security summary