← What it does
Client portal

A portal clients actually use

Clients get their own view: selections to approve, the numbers you choose to share, and invoices they can pay online.

Each job can have a client portal. Clients see the selections and alternatives they need to decide on, the financial picture you choose to share, and the invoices you've sent — which they can pay digitally, right there. Fewer phone calls, fewer “where are we” emails, and a clear record of what was approved.

Screenshot / clipA portal clients actually use
Screenshot / clipIn the field