Change Orders & Client Communication
Create and approve change orders and keep clients informed through the portal.
By Sofia and 2 others3 authors6 articles
Change Orders
Create, manage, and get approval for change orders.
Client Portal & Communication
Invite clients, share project updates, and manage client access.
- What your client sees in the client portalThe client portal is where your client reviews shared items, approves and signs, pays invoices, and messages you. See how they sign in and what each tab shows.
- How to message your clients and subsRead and reply to client and sub messages from the project Overview tab, start a conversation, edit or delete your messages, and see who gets notified.
- How to set up the client portal and invite clientsEnable the client portal on a project, add your client, and send the invitation by email and text. Resend or cancel an invite and read each status.
- How to share items to the client portalShare proposals, invoices, documents, daily logs, files, and the schedule to the client portal, and remove them again. See what is added automatically.
- How to manage client portal accessSee who can open the client portal, revoke a client's access, remove a client, copy the portal link, or disable the portal for a project.