Everything You Need to Work
With Clients
We bring your whole service process into one workspace — messages and files, all organized for you and your client.
One Workspace for Your Service and Client Interaction
Built for Real Jobs
Move through steps just like you would in your business. Clients stay informed, and you stay organized.
Organized Timeline Steps
Your jobs are broken down into clear timeline phases — like Quote, Design, or Install — so clients always know where things stand.
Step-Based Chat
Each timeline step has its own chat thread. Keep conversations focused and avoid confusion across phases.
Mark Step Complete
Service providers can mark steps as done after reviewing files or chat. Move forward only when ready.
Auto-Move to Next Step
Once a step is marked done, the next one is auto-marked "In Progress" — no manual tracking needed.
File Uploads by Step
Upload and organize files per timeline step so revisions and approvals are easy to find.
Client To-Do Checklist
For each step, assign clear actions like “Approve quote” or “Upload photos” so clients know exactly what to do.