ClientRunner Software Features
Mobile-Device Access
ClientRunner is fully supported by any WiFi-enabled device that can access the ClientRunner application via the Internet. Whether you choose to use the software with a desktop computer, laptop, tablet PC (iPad), or smartphone, ClientRunner allows you at access and update the business-critical information you need when you need it.
Custom Forms
The custom Forms feature allows you to automatically insert job-specific information into your company's forms. They almost fill themselves out and with the click of a button they can be emailed to everyone involved with the job.
The important information is easily shared with all the right people. This makes for happy, well-informed customers and Project Managers who feel empowered.
Quickbooks Integration
ClientRunner is fully integrated with Quickbooks. When a job is created in ClientRunner, the same job information and the estimate are automatically created in Quickbooks. When that job's invoices, cost items, and payments are created in Quickbooks, those items are automatically recorded in ClientRunner's job budget view.As an owner, you become very in-tune with costs and how well your costs are aligning with your estimates. You can see wether or not targets are being hit; estimate problems are easily spotted; and at the click of a button, you can get an overview of each estimator's performance.
Jobs View
The jobs view is like a white board on steroids. At a glance, you can see all the important information related to your jobs.
You can create job notes and assign to-dos without leaving the view. ClientRunner was designed and created by people in the restoration construction business—so the software thinks like you do, making your job easier.
Features List
ClientRunner Views
- Jobs View
- Searching, Filtering and Sorting
- Job Calendar View
- Job Document View
- Job Budget View
- Importing Xactimate Estimates
- Trade Items
- Alternate Names
- Contacts View
- Customer View
- Insurance Agent View
- Insurance Carrier View
- Insurance Adjuster View
- Policy Holder View
- Subcontractor View
- To Dos View
- Schedule View
- Day View
- Weekly View
Send E-mail
Jobs
Tasks
- Crew Availability
To Dos
- Notifications
- Alarms
Employees
- Access Levels
Import Contacts
Forms
- Create New Form Template
- Edit Form
- Lock Form
- ClientRunner Template Fields
- Custom Template Fields
- Delete Form
- Job Specific Form Revisions
- Saving forms
- Printing Forms
Reports
- Job Financial Report
- Income Report
- Weekly Sales Report
- Weekly Production Report
- Referral Report
- Damage Report
Printing
Mobile Access
- Mobile Login
- Navigating Through Pages
- Main Views
- Jobs List and Jobs
- Schedule and Tasks
- To-do's List and To-do's
QuickBooks Integration
- Setup and Configuration
- QuickBooks Settings
- QuickBooks Jobs Matching dialog
- Transferring ClientRunner Job Information to QuickBooks
- Transferring ClientRunner Estimate Information to QuickBooks
- Transferring QuickBooks Invoice and Collected Information to ClientRunner
- Transferring QuickBooks Cost Item Information to ClientRunner
