See It In Action — ClientBaseHQ

Admin Dashboard

Client Portal

Dashboard

Your business at a glance

Revenue, active jobs, quote conversion, and overdue invoices — all on one screen. Real-time data, no refresh needed.

Admin Dashboard — Greenfield Lawn & Garden

Revenue (March)

$12,480

Active Jobs

Quote Conversion

78%

Overdue

$850

Client	Service	Next Visit	Status
Sarah Mitchell	Full Service	Mon, Mar 30	Active
Robert Chen	Premium Care	Mon, Mar 30	Invoice Sent
Emily Johnson	Basic Mow	Tue, Mar 31	Quote Pending
Marcus Williams	Full Service	Tue, Mar 31	Overdue

Scheduling

See your whole week

Jobs, visits, and recurring clients on a weekly calendar. Color-coded so you know what's a job, what's a visit, and what's a recurring stop.

Calendar — Week of March 30

Mon 30

S. Mitchell

R. Chen

Aeration job

Tue 31

E. Johnson

M. Williams

Wed 1

L. Park

D. Thompson

Visit logged

Thu 2

J. Garcia

Mulch install

Fri 3

A. Taylor

K. Brown

■ Recurring■ Job■ Visit

Route Tracking

Know where your crew is

Optimized route from the shop. GPS auto check-in when they arrive, auto check-out when they leave. Full time-on-site tracking with route history.

Today's Route — 6 stops

On Site

142 min

Driving

48 min

Total Day

3.2 hrs

✓

Sarah Mitchell

142 Maple Dr, Marietta

Arrived 8:12 AM · Departed 8:54 AM · 42 min

✓

Robert Chen

88 Birch Lane, Marietta

Arrived 9:08 AM · Departed 9:53 AM · 45 min

Emily Johnson On Site

2201 Peachtree Ct, Kennesaw

Arrived 10:14 AM

Shell Gas Station Fuel

Roswell Rd

Marcus Williams

55 Cedar Blvd, Marietta

Invoicing

Get paid faster

Create invoices from completed jobs or build them from scratch. Track aging at a glance. Clients see invoices in their portal and get email reminders automatically.

Invoices

Draft

Sent

Overdue

Paid

Invoice	Client	Amount	Due	Status
INV-0042	Sarah Mitchell	$375.00	Apr 15	Paid
INV-0043	Robert Chen	$425.00	Apr 20	Sent
INV-0044	Marcus Williams	$350.00	Mar 20	Overdue

What your clients see

A portal branded 100% to you

Your logo. Your colors. Your company name. Clients log in with their email and phone — no password to forget. They never see "ClientBaseHQ" anywhere.

Client Portal — Greenfield Lawn & Garden

Greenfield Lawn & Garden

Welcome back, Sarah

Visits

Quotes

Invoices

Quotes

Clients approve quotes with one tap

You send a quote from your admin dashboard. Your client gets an email, opens it in their portal, sees the line items and total, and taps Approve. The job auto-creates.

Quote Detail

Estimate

Spring Bed Renovation

Sent

Bed cleanout & weed removal	$250.00
New mulch (15 yards)	$675.00
Plant installation (6 shrubs)	$210.00

$1,135.00

Approve Quote

Decline

Messaging

Stay connected without giving out your cell

Clients message you right from their portal. You reply from your admin dashboard. They get an email notification. No more lost texts or missed calls.

Messages

Hi, just wanted to check — are you still coming Thursday for the mulch install?

Sarah M. · 2:14 PM

Hey Sarah! Yes, crew is scheduled for Thursday morning. We'll have 15 yards of hardwood mulch. Should be done by noon.

Greenfield Team · 2:31 PM

Perfect, thank you! I'll make sure the gate is unlocked.

Sarah M. · 2:33 PM

Type a message...

Send

Contracts

Signed on their phone in 30 seconds

Build service agreements from pre-built blocks. Auto-generate from approved quotes. Client gets an email, opens the contract in their portal, signs with their finger. Done.

Service Agreement

Scope of Work

Weekly full-service lawn maintenance including mowing, edging, bed maintenance, and seasonal cleanup for the 2026 season.

Payment Terms

$275.00/month, due on the 1st. Auto-invoiced monthly.

Cancellation

Either party may cancel with 30 days written notice.

Sign below with your finger

Sarah Mitchell

Sign Agreement

See ClientBaseHQ in action

Spring Bed Renovation

Ready to see it with your own data?