The Client Portal is a dedicated web application for your clients. The aim is to help you improve communication with your clients and better streamline your operations.
Client Portal gives your clients visibility into their current and historical bookings & projects information. This is only the information that you already have viewable by your clients. This application allows for this information to be in a centralised location so they're not scrolling through emails.
More specifically, clients can:
View bookings' current status
View client-visible booking documents & notes
View booking permits
View works dockets
View client-visible forms submitted on-site
Related articles