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
We are delighted to introduce the following updates to Clientrol – 11/02/2017. Stripe Integration. Stripe is now available as a payment processor for your client to purchase support time. To setup, go to your Dashboard > Settings > Payment and Select Stripe. Please add your Publishable key and Secret, these are available within your
One of the key features of Clientrol is sending Requests – You can create a unique Request form for each of your clients using the drag & drop builder. Working freelance it can be difficult to manage multiple requests coming at you from different angles! Email, Slack, Chat This way you will capture everything
We are using cookies to give you the best experience on our website.
You can find out more about which cookies we are using or switch them off in settings.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
You can adjust all of your cookie settings by navigating the tabs on the left hand side.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
