Client Application

Jobs

Create customer job posts and work items without required fields. Attach an email or PDF, or enter details manually.

Available independently; included with Technician Dispatch. AI extraction requires separate enablement and connection.

What we can discuss

  • Post customer job requests manually or attach an email/PDF. All job fields are optional. AI extraction requires a configured AI connection. Included with Technician Dispatch.
  • Choose this application tool without an accounting engagement. Confirm available workflows, team access and review steps with GND.
  • Share sensitive information through the invited client portal.

Share sensitive records only through your invited client portal after onboarding.