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Client Manager

Stay organized with customer data all-in-one place
Activity history

Full customer history at your fingertips

Organize all customer data in one place to easily search past and current service requests, estimates, and completed jobs. Focus on your most engaged leads by tracking when a message or quote has been viewed.

Property & Automobile Data

Store property and auto data for quicker service

Easily add service requests to existing customers without having to re-enter property, auto, or insurance data. Filter past requests by property or auto to track historical services.


"The ability to create a service request for a customer, have all of their information in one place where you can easily gather information and details from them, communicate in real time... and sell the job is great."

Caitlin Oakes
CSR, Glass Doctor of Atlanta
Easy Search

Provide exceptional customer service

Easily search and filter data to help you focus on your most important opportunities. Save filters to easily apply them as you work.

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Team Collaboration

Work better together

Job Management

Important job details in one place

Customer Communication

Manage communications in a single place

Close More Jobs

Learn how BidClips helped close over $11 million in sales last year