Ask Claude to work on something

Details (paste screenshots straight in here) Send to Claude

Requests open done all

Agents' tickets open done all

Tickets agents filed from their web ClientFile. Your reply shows on their Tickets page, and is emailed to them if they chose that.

Web ClientFile refresh

Who can sign in to each web ClientFile, who is signed in, and which services are on. Each ClientFile reports this itself; no client information is included.

Desktop ClientFile accounts

Only agents set up here can install and open the desktop app. Each gets an activation code to enter at first launch; it works on up to the account's device limit.

Set up agent

Agent	Status	Devices