Why Use ClientRunner
Restoration Management Software?
Simple is Powerful
ClientRunner restoration management software is powerfully easy--easy to learn, easy to teach, and easy to use.That's just one of the reasons why our customers choose ClientRunner, and it is an important one. No one can afford to spend endless hours training employees to use a new application, only to have them abandon the software because it was too difficult to understand and use.
ClientRunner, on the other hand, was built from the ground up to be as simple as possible to use--without sacrificing any functionality or power. Intuitive software functions means you can get your employees trained and back to work in a short time.
Feature-Rich Software
Even though we like to say that ClientRunner is powerfully easy, that doesn't mean we are skimping on functionality. Our software has every feature that you are going to need to run a successful restoration construction company.From task management to automated notifications and history to customization and much more, ClientRunner can do what you need your restoration management software to do.
And we are always adding new features and capabilities to improve our software and to help you be more successful.
QuickBooks Integration
The integration between ClientRunner and QuickBooks is seamless, automatic and powerful. For example, when you create a job in ClientRunner, it is automatically created in QuickBooks as well; if you enter any payments or invoices in QuickBooks, those payments and invoices are automatically noted in the associated job within ClientRunner.The time ClientRunner saves you from having to duplicate entries keeps you more organized and focused on your business.
Email Automation and Management
Another reason to use ClientRunner is our email automation. Our management software automatically creates emails when tasks are created. It also records in the notes history when the email is sent. In fact, you can always see what email was sent, when it was sent, and to whom it was sent.ClientRunner's email-automation-and-management tools are powerful features that not only help you and your employees remain organized and working efficiently, but can also provide critical documentation, helping avoid potential litigation.
Project Management Tools
ClientRunner also has simple notes, to-do lists and dashboard features that further help you to keep your employees organized and on task. With the Schedule View dashboard, you can quickly see all your current restoration and construction projects, to which project an estimator has been assigned, and the project's current status; with the Day View dashboard, you can quickly see which crews and estimators are available, and which crews and estimators are booked.You can also quickly see critical events that must be completed before other tasks are started. Furthermore, any notes or to-do tasks that you create can be easily and automatically sent to employees to keep them up to date on any changes and focused on the task at hand.
Finally, the project management tools allow you to identify trends among your employees—which are frequently behind on tasks, and which are finishing jobs on time and on budget. All the data is easily accessible allowing you to make business-critical decisions about your company.
Customization and Reports
Our restoration management software allows you to customize your own forms and reports to automate the creation of invoices, work authorization forms, satisfaction surveys, first-responder checklists, change requests, certificates of completion, and more. You can also create unique reports that allow you to record and measure just about anything that you would want to--and what's more, you can include your custom reports in your default view of ClientRunner.ClientRunner reports allow you to identify trends within your business. Easily identify training opportunities, ROI, and marketing opportunities.
Quickly see how much revenue has been collect to date during the month, quarter or year; which jobs are finished and payment needs to be collected; and which jobs have started and payment is pending.
Run referral reports quickly and easily to determine how many, how often, and how well your clients' referrals convert to actual business, information that helps you to determine the best way to spend you marketing time and dollars.

