Orders and delivery
Orders your clients can follow, from brief to approval
An order in ClientOS carries the brief, the files, the conversation, the invoice and the margin. It always shows whose move it is, and it keeps moving when a client goes quiet.
The self-hosted client portal your agency owns. Pay once.
What you get
7 things orders and delivery does
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Statuses the work moves, not a person
Awaiting brief, in progress, delivered, completed — moved by briefs, hand-overs and approvals, with custom statuses if yours are different. Your team can always step in by hand.
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Delivery on a clock
Every order shows whose move it is and how long it has taken: time with you, time with the client, and whether it was delivered on time.
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Revisions, approvals and auto-approve
The client approves the hand-over or asks for a revision. If they go quiet, the delivery accepts itself after the wait you set — so a silent client stops holding your invoice open.
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Chase every missing brief at once
Paid orders with nothing to work from are listed together, and every waiting client can be reminded in one action.
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Cancellations and refunds with a reason
When a client asks to cancel you approve with a refund or decline with a reason, and ask for a rating after each delivery.
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A task board that writes its own cards
Orders, revisions, tickets and payments become cards on a kanban board with subtasks, priority, due dates and comments. Per-service checklists attach themselves to new orders.
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Lists that scale, and a ⌘K palette
Search, filters, bulk actions and CSV export on every list, and a command palette to jump straight to an order, client or invoice.
Where this comes from. Areas 03 (Orders) and 04 (Workflow) of getclientos.com/features, read on 29 October 2026. Check any line of it against that section of getclientos.com/features or the official docs for this area. Nothing on this page adds a capability those pages do not state.
In the product
See it in ClientOS
Briefs, statuses, hand-overs, revisions and approvals that auto-close when a client goes quiet — plus a team task board that builds its own cards from orders and tickets.
Click through it in the instant demo
Either way
Runs on your own server
Every feature above runs inside one installation on a Linux VPS you control, on one domain of your own.
- Your database Clients, orders, messages, invoices and files live in your own PostgreSQL.
- One thing leaves it A license check-in twice a day: the signed license and the version you run.
- No per-seat charge Licensed per domain; every package states unlimited clients, staff and orders.
Keep exploring
The other feature areas
Store and checkout
Sell productized services from your own domain: a sales page per service, five pricing models, packages, add-ons, coupons and a checkout that only creates an order once payment clears.
Read moreInvoicing and finance
Gapless invoice numbering, pay links, partial payments, credit notes and subscriptions that bill themselves — with profit and loss, expenses and margin by service.
Read moreWhite-label
Your domain, five logo slots and two brand colours that repaint the portal, admin, sign-in, emails and invoices. Rename the words clients read. Clients never see ClientOS.
Read moreMessages and help desk
A conversation per client and per order, team channels, priced offers accepted in chat, and a built-in help desk with first-response targets counted in your business hours.
Read moreLeads and growth
Capture leads from your website, work them through a pipeline with source and value, track short links and a funnel to paid, and reward the partners who send you work.
Read moreSelf-hosting
One A record, one command, and ClientOS runs on your own Linux VPS: Docker, PostgreSQL, file storage and automatic HTTPS. Update, back up and roll back with one command each.
Read moreSecurity and data
Clients, orders, invoices and files stay in your own PostgreSQL database. AES-256-GCM sealed keys, expiring signed file links, 2FA, 122 permissions and an audited read-only sign-in-as.
Read moreSee it working before you decide anything
The instant demo emails you a login to a live ClientOS — the full agency admin and client portal with sample data. Read-only, so you can click anything. Your login works for 3 days. No call, no card.