Everything you need to get ClientForth working for your business.

Set up your request form

This is the form customers fill out to ask for a quote. Takes about 10 minutes.

1. 1Open the Request Form page in ClientForth.
2. 2Pick a template that matches your trade, like painting or cleaning — or start blank.
3. 3Add or remove questions until it only asks what you actually need to know.
4. 4Preview the form on your phone to make sure it looks right.
5. 5Click Publish. You'll get a link and a code to put on your website.

Add your services and prices

List what you do and what you charge, so ClientForth can help build quotes faster.

1. 1Open the Services page.
2. 2Click Add a Service for each job you offer, like "Interior painting."
3. 3Choose how you charge — per hour, per square foot, or a flat price.
4. 4Type in a price, or leave it blank if it depends on the job.
5. 5Stopped offering something? Turn it off instead of deleting it — you can turn it back on later.

Build a reusable quote template

Save your most common job as a template so you're not typing the same quote every time.

1. 1Open Quote Templates.
2. 2Click New Template and name it after a job you quote often.
3. 3Add the line items, materials, and pricing you'd normally include.
4. 4Save it. Next time, start a quote from this template and just tweak the details.

Get paid online

Connect your bank through Stripe so customers can pay by card, straight into your account.

1. 1Open Connections and click Connect Payment Account.
2. 2You'll be sent to Stripe's website. Fill in your business and bank details there — ClientForth never sees your bank info.
3. 3Come back to ClientForth and click Refresh Status.
4. 4Once Stripe finishes checking your info, you can start collecting deposits and payments.

Needs a connected Stripe account

Put your jobs on your calendar

Connect Google or Outlook so every scheduled job shows up on the calendar you already use.

1. 1Open Connections.
2. 2Click Connect next to Google Calendar or Outlook Calendar — whichever one you use.
3. 3Sign in and click Allow to give ClientForth permission.
4. 4That's it — jobs you schedule in ClientForth now show up on your calendar automatically.

Set up texting customers

Get your own business number so you can text customers from ClientForth — no personal cell phone needed.

1. 1Open Connections and search for a phone number in your area code.
2. 2Pick a number.
3. 3Fill in your business name, address, and tax ID (EIN) — phone companies require this to approve business texting.
4. 4Describe how you'll use texting, like sending appointment reminders.
5. 5Set a monthly texting limit and budget so you don't get surprised by cost.
6. 6Wait for approval. This can take a few minutes or a few days — ClientForth will let you know.

Needs phone-carrier approval before you can send

Write your go-to messages

Save the texts and emails you send often, so replying is one click instead of typing from scratch.

1. 1Open Message Templates.
2. 2Click New Template.
3. 3Write a message for something you say often, like confirming an appointment or following up.
4. 4Use the customer's name or job details as placeholders so it still feels personal.
5. 5Save it — it'll show up any time you're sending a message.

Let ClientForth follow up for you

Set a rule so ClientForth checks in on a customer automatically if they go quiet.

1. 1Open Automations and click New Automation.
2. 2Pick what should trigger it, like "Quote sent but not accepted."
3. 3Pick what should happen next, and how long to wait.
4. 4Save it. Review each message before it sends, or let eligible plans send it automatically.
5. 5You can pause any automation anytime with one click.

Automatic sending needs an eligible plan

Bring past customers back

Keep track of who's due for repeat work, like a customer who needs their gutters cleaned every 6 months.

1. 1When you finish a job, mark it Complete — ClientForth will offer to ask for a review.
2. 2On a customer's profile, set how often they need you, like every 6 months.
3. 3Open Rebooking to see who's due for another visit.
4. 4Review the message before it goes out, then send it.

Add your crew

Give each person their own login instead of everyone sharing one.

1. 1Open Team.
2. 2Click Invite and enter their email address.
3. 3Choose what they're allowed to see and do.
4. 4They'll get an email to set up their own password.

Connect other software you use

If you use software like QuickBooks or a CRM, this sends it updates automatically. Skip this one if that doesn't apply to you.

1. 1Open Developer Settings.
2. 2Paste in the web address the other software gave you.
3. 3Pick which updates to send, like "new request" or "quote accepted."
4. 4Save. ClientForth adds a verification code so the other software knows the update really came from you.

Pick the right plan

See what you're currently paying for and compare plans if you need more.

1. 1Open Plan & Billing to see your current plan and usage.
2. 2Compare plans to see what each one includes.
3. 3Switch anytime — none of your data goes away when you change plans.