ClientPortal | 4TRADZ
An all-in-one app for service businesses to manage clients, jobs, estimates, invoices, and finances from intake to completion.
Data types
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Company
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ServiceType
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Client
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Job
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Estimate
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Invoice
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Payment
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Document
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Expense
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Employee
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Message
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Income
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Supply
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JobNote
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ClientNote
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CalendarEvent
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Signature
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SignedDocument
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MeasurementPricing
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ServiceAgreement
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TimeEntry
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WorkOrder
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Paycheck
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SupplyRequest
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Contact
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Vehicle
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VehicleExpense
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LaborEntry
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PayRun
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MarketingPhoto
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CompanyComplianceSettings
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Bill
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ComplianceForm
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ComplianceFormAssignment
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ComplianceFormCompletion
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JobHazardAssessment
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EmployeeSafetyTraining
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PPEAcknowledgment
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BloodbornePathogensControl
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RespiratoryProtection
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HeatIllnessPrevention
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MunicipalSafetyDisclosure
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SubcontractorSafetyAgreement
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TrainingCompletion
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HazardReport
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TimeOffRequest
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SupplyUsageReview
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Tool
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PayrollRun
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PayrollSettings
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InviteToken
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EmployeeCertification
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ComplianceDocumentAssignment
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HRDocument
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JobAssignment
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ToDo
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CompanyLegalDocument
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Inventory
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Task
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SharedFile
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Vendor
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PurchaseOrder
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BankTransaction
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Asset
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AccountCategory
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FinancialLedger
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ClientPortalToken
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MichealAcknowledgment
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Equipment
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TeamMessage
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ComplianceRecord