Support

Sofia Herrera

Dave Pucci

Handoff Support

Create and approve change orders and keep clients informed through the portal.

Change Orders & Client Communication

Create a change order when the scope or price of a job changes, send it to your client for approval, and see how it affects totals, the budget, and invoices.

How to create a change order

Create, manage, and get approval for change orders.

Change Orders

The 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.

What your client sees in the client portal

Enable 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 set up the client portal and invite clients

Share proposals, invoices, documents, daily logs, files, and the schedule to the client portal, and remove them again. See what is added automatically.

How to share items to the client portal

See 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.

How to manage client portal access

Invite clients, share project updates, and manage client access.

Client Portal & Communication

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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