Give your clients their own portal
One link where a host, an office manager or a builder sees their schedule, photo reports, invoices and bids, and asks you for extra work. Fewer texts to you.
Every client has their own portal: one link to see their cleanings at every place, the photos from each job, their invoices with the pay link and their bids, and to ask you for extra work. A company's billing contact and each on-site contact get a link of their own.
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1
Open the client
In the menu, tap Clients and open the client. The Client portal card is near the top.
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2
Send their link
Tap Email it, or Text it when they said yes to texts from you. Or tap Copy link and send it yourself. Copy their page link at the top copies the same link.
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3
A link for each person
For a company, add the billing contact in the Company card and an On-site contact on each place. Each one gets their own link. The billing contact sees invoices and bids too, and an on-site contact sees only their place.
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4
What they see
Their schedule with a filter by place and each same-day turnover flagged, the photo report from each finished job and the inspections you sent them, their invoices with See and pay and Print, their bids to sign, and Ask for extra work.
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5
Answer extra work
You hear right away when they ask. Under Extra work they asked for, pick what they see, On the schedule, Done or Can't do this one, add a note and tap Save. New bid starts a bid for that place.
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6
Turn a link off or make a new one
Tap Turn off and that link stops right away, without touching anyone else's. New link replaces it and the old one stops working. Turn back on always makes a new link.