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.