Client portal & live chat

Open the job or lead and tap Send portal invite. JobWorks365 emails your customer a sign-in invite to their private portal. If their email changes, edit the customer and send the invite again — it goes to the new address.

Their dashboard shows the job status, milestone schedule, quotes awaiting approval, contracts to sign, invoices and payment history. Your internal notes and crew conversations stay completely hidden.

Messages sent from the portal land in your Messages inbox on that job. If the customer replies to one of your notification emails instead, that reply is pulled into the same thread automatically.

Customers can accept a quote, sign a contract on screen, and pay a deposit or invoice by card once you've connected payments. Anything they do is timestamped and recorded on the job.