Does the client need an account to see their documents?

No. The link you send opens the quote or invoice in their browser, where they can print it, download it and sign a quote.

Can I bring my clients over from a spreadsheet?

Yes, through the CSV import: the file is analysed, errors are listed row by row, and you confirm before anything is created.

Do you keep a record of the e-mails sent?

Every e-mail that leaves the application is archived on the client's record with its exact content, schedule changes included.

Clients

Clients kept informed, at every step

Individuals and businesses, with their contact details, their sites, their quotes and invoices, and every e-mail ever sent — one page that holds the whole relationship, and a client who is never left guessing.

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One file, the whole history

Sites, quotes, invoices and payments attached to the client — the day they call, everything is one click away.

Total transparency

Quotes and invoices sent with a public link the client can open without an account, schedule changes announced by e-mail: the client knows where their job stands.

Every message kept

Each e-mail sent from the app is stored with its exact content on the client's page — no more digging through the mailbox to know what was said.

Inside the module

Real screenshots of the application — not mockups.

A client file in MaitreChantier: sites, quotes, invoices and the e-mails sent — The whole relationship on one page
Sites with their progress, quotes and invoices with their status, and the exact e-mails the client received — the file speaks for itself.

The clients list in MaitreChantier, individuals and businesses — Individuals and businesses
Individuals, companies, condominiums: every client with their type, contact details and activity, searchable and filterable.

Frequently asked questions

Does the client need an account to see their documents?: No. The link you send opens the quote or invoice in their browser, where they can print it, download it and sign a quote.
Can I bring my clients over from a spreadsheet?: Yes, through the CSV import: the file is analysed, errors are listed row by row, and you confirm before anything is created.
Do you keep a record of the e-mails sent?: Every e-mail that leaves the application is archived on the client's record with its exact content, schedule changes included.