Business workflow
Customer project portal
Follow a project, share documents, approve work, and review a sample invoice.
The problem
Customers need updates while your team needs a clear record of decisions and progress.
Try this
Load the sample project or continue your booking. Advance the work in Business view, then approve completion and review a sample invoice in Customer view.
How it helps
Give customers one place to follow work, provide documents, and approve milestones.
Build around your business
Discuss a customer portal.
Give customers one place to follow work, provide documents, and approve milestones.
Could connect to: Bookings, documents, project photos, approvals, invoices, and payments.