Klienz 1.4: run your business and check your customer account in the same app

You run your business on Klienz and, at the same time, you are a customer of other companies. Until now that meant two apps, two passwords, and logging out every time you wanted to switch. With version 1.4 of the Klienz Android app, that is over: one app, two roles.

Here is what the update brings, how switching accounts works, what a customer sees (and does not see) on their dashboard, and how to update.

The news in one sentence

If you have a linked administrator account and customer account, you now switch between them from your profile photo, without typing passwords again.

How switching accounts works

It takes three steps:

1. Tap your profile photo, on the home screen or on the More screen.
2. Choose Switch account. You will see your accounts named after the business: for example, Café Aurora Admin and Café Aurora Cliente.
3. Tap the one you want. The switch is immediate: no second login and no manual “add account”.

Notifications from each account arrive labeled with the business name, even if you are viewing the other account at that moment. That way you never mix up where each alert comes from.

It links automatically on paid businesses

Every new paid business gets its customer side and the link without anyone having to configure anything. Demo accounts are not linked.

The customer dashboard: the same as the web CRM

The Customer account shows the same cards the business administrator set up in the web CRM, in the same order:

• Payments: a highlighted card with what is still due, next to what was invoiced, paid, and overdue. It changes color with your status: green if you are up to date, amber if there is a balance, and red if something is overdue.
• Quick figures: invoiced, paid, due, credit balance, quotes, open projects, tickets (new, open, and closed), and today’s events.
• Year chart: invoiced versus paid, month by month.
• Open projects with their progress percentage, open tickets, and upcoming events.
• To-dos: your personal task list. Add, mark as done, and delete.
• A private quick note, for whatever you do not want to forget.
• Request a quote from the app, using the forms the business has enabled.

What the customer sees… and what they do not

Each customer sees only what the business allows: the modules that are turned on and their contact’s permissions. If the business does not use projects, for example, that card does not appear.

And the dates and times shown use the business’s time zone, not the server’s or the phone’s. An invoice due “today” is due today for the business.

Security: fingerprint to enter as administrator

To enter the Admin account, the app asks for your phone’s fingerprint. Entering the Customer account does not. That way, if someone borrows your phone, they cannot reach your business administration with a single tap.

Other improvements in version 1.4

• Internal team chat inside the app: conversations between teammates, unread messages, and real-time updates.
• A SekinSoft intro video when you open the app and a dark launch screen with no flashes.
• New duotone icons, colors per channel, card borders, and dark mode fixes screen by screen.
• Stability fixes.

How to update

Version 1.4.0 is now on Google Play for Android. It is a mandatory update: anyone on 1.3.0 will see a Google Play screen asking to update before continuing to use the app. It can show up anywhere from a few minutes to a few hours after release, depending on the person.

This version also meets Google Play’s requirement to target Android 16.

In short

With Klienz 1.4 you move from your business to your customer account (and back) from your profile photo, with a fingerprint for the administration side, a customer dashboard that respects what the business allows, and an internal chat for the team. All on your phone, without switching apps.

Want to see how this would look for your business? Message us on WhatsApp or try Klienz free. You can also see the plans and pricing.