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Clients

Every client and project in one place, with a portal for each customer.

$249 to build, then $29 a month

Add to your account: Clients, $249 to build, then $29 a month What is inside

ClientsSearch clientsWren & MossMO

ClientsAll · Leads · Active

3New4Quoted6Won

JAJordan AlvarezQuote signed$4,860

EPElm Park ResidentsNew enquiry—

PNPriya NairBooked$240

SOSam OkaforPaid$1,920

THThe Hollis familyQuoted$3,150

RBRosa BellIn progress$2,700

DKDev KapoorQuoted$1,240

LCLena ChoNew enquiry—

Jordan Alvarez

Garden redesign · Option B, with the stone pathQuote signed

OverviewFilesApprovalsInvoicesMessages

EnquiryQuoteDepositSite visitBuildHandover

Value$4,860StartsThu 7 MayCrewLeo and AnaPaid so far$1,458

Deposit paid$1,458.00 by card, from the quote's own link9:50

Quote signed onlineOption B, with the stone pathYesterday

Planting plan v2 approvedApproved by Jordan in their spaceMon

Enquiry from your site"A calmer garden we can use in summer"28 Apr

Next stepBook the site visitThursday 7 May at 9:00 suits JordanBook it

FilesOption-B-plan.pdfSite photos, twelve

Their spaceJordan signed in todayTwo approvals done

SampleWren & Moss Gardens and everyone in it are made up, on .example addresses.

What it does

Clients, at work.

The office

Every enquiry, client and job on one screen.

Enquiries, jobs and mail sit together, and the next step is always shown. Nothing waits in someone’s head.

NewElm Park Residents—Lena Cho—QuotedThe Hollis family$3,150Dev Kapoor$1,240WonJordan Alvarez$4,860Sam Okafor$1,920

Client portal

A portal for every customer.

Your customers sign in to see their project, files, approvals and invoices. Fewer calls asking where things stand.

Your project · Wren & MossGarden redesignOn track

Option-B-plan.pdfFile · shared by MayaPlanting plan v2Approved by you, MondayDeposit invoice WM-0142$1,458.00Paid

Change requests

Changes, read against the plan.

Included work starts at once. Anything extra comes back as a clear quote first, so nobody is surprised by a bill.

Change requests

JAMove the path a little leftIn your planIncluded, startedJAAdd a second benchNot in your planExtra: quote sent

Each one read against your plan, and answered

Onboarding

Onboarding that follows up for you.

A checklist for the logo, photos and hours follows up politely until every item is ticked.

Getting startedWren & Moss Gardens3/4

LogoUploadedPhotos of your workTwelve uploadedOpening hoursConfirmedService areaWaitingReminder sent

What is inside

Everything in Clients.

The office
Client portal
Change requests, read against your plan
Onboarding that follows up
Pipeline and follow-ups
Notes, files and approvals

ClientsCRM and client portal

Your own

$249 to build, once

Built once into your own site and domain. You own it outright. Often built in a few days.

Then $29 a monthRecommended

Hosting, security and backups, changes, new features and improvements. Cancel any time.

Or go independent Any time once the build is paid, we hand it all over: the code, the accounts, the domain and the data. You pay its running costs directly, and nothing is held back.

Add to your account: Clients, your own, $249 to build, then $29 a month

On tkati

$39 a month, no build

Nothing to build. Use it in your tkati account, monthly. Cancel any time.

Add to your account: Clients, on tkati, $39 a month, no build

It joins your one account. We set it up with you and confirm before anything is charged.

Also in the packs

Run$329 a month

Or have the whole business done, from $550 a month

Questions

About Clients.

What does a client see?

Their own portal: their project, files, approvals and invoices, and nothing of anyone else’s.

Does it follow up for me?

Yes. Follow-ups sit on the pipeline with the next step shown, and onboarding checklists follow up on their own until they are done.

Is my data mine?

Yes. Every client, invoice and file is ready to download at any time, and nothing is held back if you leave.

How does it start?

Add Clients to your account and we set it up with you, with your services and your stages, and confirm before anything is charged.

What does the monthly cover?

With your own Clients, the monthly after the build covers hosting, security and backups, changes, new features and improvements as you grow. It is recommended, not required. On tkati there is nothing to build, only a monthly, in your tkati account.

Can I go independent?

Yes, any time once the build is paid. We hand it all over: the code, the accounts, the domain and the data. You pay its running costs directly, and nothing is held back.

Works with

Better together, in one account.

The family

Every product, one account.

Tools

Done for you