Client portal & live chat

Open the job and use the Client portal option to generate a private link. Email it to the customer or copy it into a text. No password or account is needed — the link itself is the key, and you can revoke it any time.

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.