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Client Portal Access

Clients on Business and Growth plans get their own portal login where they can:

  • View and approve estimates online — no phone call or in-person signature needed
  • View invoices and pay online by card
  • See a history of their jobs and past invoices

Customer portal invoice view, showing the balance due, order detail, and bill-to information

What customers don't see​

Draft invoices are never shown in the portal — only invoices you've actually sent. Internal notes and anything not explicitly customer-facing stay private to your team.

The customer portal estimate view, with an Approve/Decline form and an optional name and comment

Getting a customer into the portal​

Portal access is tied to the client record and doesn't require a separate signup — once a client exists with an email on file, they can be granted portal access from their record.