Client portal
One page for your client, for the whole job.
Your client opens one page for the job: every estimate, change order, invoice and receipt, what they have paid, and your messages. They do not need an account.
Every client gets the dashboard: the document you send, your messages, receipts and the paper trail. Seeing every document of the job in one place is a Pro feature, and free on your first job.
How it works
Read this video as text
- Your client opens their page with their mobile number.
- They read the estimate and sign with a finger.
- They pay, and download their receipt, from the same page.
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Send any document
Your client opens it from the email, as always.
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They see the whole job
With Pro, and on your first job, they can open every document for the job, and the payments.
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Talk in one place
Messages stay with the job, so nothing gets lost in texts and emails.
How your client signs in
With a code sent to their email. They stay signed in on that device for 30 days, and can log out at any time.
Private by design
- Your client sees only their own job.
- Pages are kept out of search engines.
- You decide what the client can see for each document.
Questions
Does my client need an account?
No. They get a code by email to open the job.
Can they pay from the portal?
Yes. Each invoice shows your payment options and the "I've paid" button.
Can they message me?
Yes. Messages stay with the job, and you get a notice when one arrives.
What if they lose the email?
They can ask for a new code with the same email address.
Send your first estimate today.
Get startedFree plan available. No credit card for Free.