KlientHQ – The All-in-One Platform for Service Businesses

Manage customers, schedule jobs, send invoices, collect payments, and grow your business — all from one place.

Smart Scheduling

Drag-and-drop calendar, route optimization, and automated reminders keep your team on track.

AI-Powered Automation

Autopilot handles follow-ups, review requests, and win-back campaigns so you never lose a customer.

Revenue Optimizer

Track revenue trends, identify upsell opportunities, and maximize every job.

Customer Management

Full CRM with communication history, payment methods, contracts, and a self-service client portal.

Latest Product Updates

Recent KlientHQ releases. Full changelog at /release-notes.

Service Pricing Rules & Quote Workflow Enhancements — v2026.02.03 — Apr 9, 2026

This release introduces dynamic service pricing rules and improves the quote-to-job conversion workflow with mandatory scheduling requirements.

Dynamic Service Price Rules - Configure timeslot-based, lead-time, and territory pricing adjustments that stack automatically
Price Rule Management - Full CRUD support with percentage or fixed adjustments that increase or decrease base prices
Quote Conversion Scheduling - Mandatory date and time selection when converting quotes to jobs with territory-aware time slots
Arrival Window Support - Quote conversions now respect territory timeslot formats (exact times vs. arrival windows)
Team Notification Resend - Added ability to resend job notifications to assigned team members
Quote Expiration Display - Changed from relative dates to exact expiration dates for clarity

AI Outreach, Online Booking & Payment Enhancements — v2026.02.02 — Apr 9, 2026

Comprehensive update featuring AI-powered outreach automation, enhanced online booking with flexible payment timing, and improved payment processor integration.

Scheduled outreach runner: Automated daily AI agent missions at 9 AM UTC with operating hours and daily limits
Two-way SMS conversations: Inbound Twilio webhook for real-time customer reply handling
Two-way Email conversations: Inbound Resend webhook for email reply processing
AI-powered reply generation: Intelligent responses via outreach-agent-reply edge function
Delete conversations: Remove entire conversation threads from the Outreach Agents tab
Service-level payment timing: Configure job creation before or after payment per service

Revenue Report Refinements — v2026.02.01 — Mar 18, 2026

Improved payment tracking accuracy and streamlined the Revenue Report interface for a cleaner analytics experience.

Payment method sync: Recording a payment now updates the job's payment method for accurate reporting
Renamed "AI Insights" to "Key Insights" for clearer terminology
Removed Forecast Methodology card to simplify the Revenue Report layout
Cleaned up unused code and interfaces for better maintainability

v1.4.0 — Security Hardening, Invoice PDF Fix & Timezone Corrections — v1.4.0 — Mar 4, 2026

Security hardening for contracts and outreach, rebuilt invoice PDFs with jsPDF, fixed timezone parsing, scheduling recalculation, and quantity modifier improvements.

Quantity modifier — users can now adjust quantities for each modifier option in a group
Stripe Checkout Customization — businesses can now customize their Stripe checkout experience with branded payment links and configurable success/cancel URLs
AI Outreach Agents — automated two-way communication through Twilio (SMS) and Resend (Email) with AI-powered responses, opt-out handling, human escalation, and conversation-level management
Completely replaced PDF download with jsPDF + jspdf-autotable for programmatic invoice generation, eliminating sandbox screenshot failures
Quantity-type modifier overrides now correctly store per-unit values by dividing by quantity before comparison
Fixed timezone bug in Blog.tsx and BlogPost.tsx — dates parsed as midnight UTC were shifting back a day in western timezones

Role Naming, Permission Audit & PWA Install Prompt — v2026.02.24 — Feb 24, 2026

This release introduces a mobile PWA install prompt after sign-in, renames "Account Owner" to "Business Owner" for clarity, and includes a full audit of all role-based permission toggles.

PWA Install Prompt After Sign-In — Mobile users are now prompted to install the app to their home screen immediately after signing in. Android/Chrome gets a native one-tap install, iOS Safari shows a step-by-step Add to Home Screen guide, and iOS non-Safari browsers guide users to open in Safari first. Dismissed prompts are remembered.
Role Naming Consistency — "Account Owner" has been renamed to "Business Owner" across the entire platform — team lists, detail pages, role selectors, and filter dropdowns.
Role Persistence for Invited Members — Roles assigned during invitation now display as pending (e.g. "Business Owner (Pending)") before account creation. Once the member signs in, their role is automatically activated.
Business Owner Identification — The primary account holder now correctly displays as "Business Owner" instead of "No Role".
Full Permissions Audit — All role-based permission toggles verified working across three enforcement layers (UI visibility, route guards, and database RLS) for Service Provider, Team Lead, and Manager roles.

From the KlientHQ Blog

Articles, industry guides, and customer success stories. Full library at /blog and /blog.md.