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Client portal
Share a client portal link
Send a private property workspace where customers can view job updates, invoices, receipts, equipment, and release confirmations.
Customer-facing property workspace and completion confirmation.
Steps
- 1Open the related job or invoice.
- 2Create or copy the client portal link.
- 3Send the link to the customer by text or email.
- 4The customer opens the link to review shared records and confirm completion when needed.
- 5If a portal link is inactive, create a fresh link from the job or invoice screen.
Tip
The client portal is tied to the property, so future jobs and shared records stay organized around the address.
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