Sales & quotes
Give clients the shared documents, updates and closeout checklist.
Share quotes, change orders, invoices, published project updates and published closeout checklists in the Client Portal. Clients can review quote options, approve scope, open payment links and download branded update or closeout PDFs. Your company chooses which portal sections are shown.
How to use client portal
- 01
Prepare the documents, project updates or deficiency checklist you want to share.
- 02
Publish reviewed updates and closeouts, then send the client’s portal link.
- 03
The client reviews the shared records, downloads available PDFs and takes the relevant document action.
Worked example
What this looks like on a job
A homeowner checks the latest renovation update, reviews a published deficiency checklist and opens the remaining invoice from their portal.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about client portal
What can I do with client portal?
Share quotes, change orders, invoices, published project updates and published closeout checklists in the Client Portal. Clients can review quote options, approve scope, open payment links and download branded update or closeout PDFs. Your company chooses which portal sections are shown.
Which plans include client portal?
All plans; change orders require Professional or Business.
Connected contractor workflows
Client project updates
Give clients a clear update on progress and upcoming work.
Explore workflow →Project closeouts & deficiency checklists
Close out the job with a photo for every deficiency.
Explore workflow →Estimating & quoting
Build a clear scope with costs, phases and client options.
Explore workflow →Invoicing & payments
Invoice agreed scope and track the remaining balance.
Explore workflow →See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.