Projects
What your customer sees
The project page in your customer portal: progress, the schedule, change orders, selections, invoices and updates.
When your customer signs in to your portal, they see Projects with:
- Progress and the phases, with the timeline (turn the timeline off for a project if you prefer).
- Change orders to approve, which they sign right there.
- Selections to make, with each option's photo and price.
- Invoices to pay, including progress invoices.
- The daily logs and files you shared.
They never see your costs, budget, subcontractors or crew names. A change order you send also has its own link, so the customer can approve it without signing in.