Hey there, Here are some product updates we have launched this week Prepaid Hour Plans Discounts We have introduced a new % discount available for Prepaid Hour Plans. Say you offer prepaid support at 5,10 and 20 hours for $100 per hour but you want to offer a discount to your clients if they purchase
Hi Folks, We have made a number of awesome updates to Clientrol Team & Agency versions, let’s jump right in! Manager Reports With Clientrol Team and Agency versions, you can assign a Manager to a Client so they can work on Requests or Projects. Managers can be internal or external contractors, Clientrol is great to
Hey everyone, Hope you are having a busy year! We are constantly working and improving to improve our platform and we have updated a load of new features, let’s jump straight in! New – Admin & Client Dashboards We have updated the Admin and Client Dashboard, reducing and removing unnecessary clutter and making
With Notification Groups, you can really personalise the notifications sent to your clients when a Request is Open, Working or Closed. You can create a default Notification group for all your clients or different groups depending on their retainer level. When you are adding a new Client retainer, you can select the contact and the
Hey Folks, We have added in some new product updates for you to manage your client retainer, let me tell you all about them! New Bundle Plan Pages Bundle Plans are a great way for you to sell your services as bundle retainers to your clients but what happens if you have lots of bundles
Hi Folks, we have introduced a new update to the Hour Blocks. Instead of the default 1,3,5 Hours – You can now rename the blocks to your different service offerings and also add in a description. This means you can create your own products based on your services e.g Basic Service, Silver & Gold. We have
In theory, both Requests and Tasks are essentially Tasks, work carried out on behalf of a Client. But having a distinction between the two gives more control over your work flow. Requests We consider a Request to be a once-off, like when a Client calls you, emails you or texts you to do something. For
We are delighted to introduce 2 new Dashboards for Administrators & Clients. The Admin new dashboard shows all your clients at a glance – here you can see any requests that need to be actioned with the red notification in the top corner. You can also see the client’s plan – number of remaining hours,
Hi everyone, we are working very hard to bring you the biggest update to Clientrol ever and i mean ever. The new Version 5 includes a host of new features, better design, layout, interfaces and a total revamp. We are so looking forward to releasing it.. but the best things come to those who wait!
We are delighted to introduce the following updates to Clientrol – 11/09/2017. Archiving Requests. You can now archive your Requests! Keep your dashboard clean and move any completed requests to the Archive. They will not be deleted from the system if they are closed and charged to the client. Recurring Plan – Add Support