Portal

Let clients enroll in auto-pay Clients can opt into auto-pay from the portal so recurring invoices charge automatically, with no reminders or manual steps each cycle. Automation Portal Recurring How a client approves an estimate From the portal a client opens an estimate, reviews it, and approves or denies it in one click, updating the status on your side. Estimates Portal How a client pays an invoice From the portal a client opens an invoice and pays online by card or ACH, with partial payments allowed and the balance counting down. Payments Portal What your clients see in the portal A branded, password-free portal where clients view estimates and invoices, approve, pay, follow a timeline, and discuss work with you. Clients Portal Discuss work with your client Keep threaded, searchable discussions on the project itself so scope decisions stay attributable instead of getting lost in email. Portal Projects Send and track an estimate Submit an estimate to your client and watch its status move from submitted to opened, viewed, and approved or denied. Estimates Portal Invite a client to the portal Give a client magic-link access to their own estimates and invoices, with no password to manage. Clients Portal Contact roles and permissions Contact roles control what each client contact can do in the portal, separate from your team roles. Clients Portal Roles View your account as a client Preview any contact's portal exactly as they will see it, so you can confirm access before they log in. Clients Portal