Client Portal
Each customer gets a secure personal link to access their documents.
What the Client Sees
- Invoices: View and download PDF
- Estimates: Accept or decline
- Proposals: View, accept or decline
- Contracts: View and sign digitally
- Payments: View payment history
Personal Link
The link is automatically created with a unique token. Find it in the customer card or send directly from the system.
Security
The portal is secured with a unique token per customer. Clients only see their own documents.