Projects & field
Client project updates, ready to share.
Prepare project updates with a summary, completed work, upcoming work and important client notes. Save a draft, preview a branded PDF, publish the update to the Client Portal and send it by email or text link. Professional and Business add AI Rewrite for supported writing fields.
How to use client project updates
- 01
Choose the project and date, then write the summary, completed work, upcoming work and client notes.
- 02
Review the update and its branded PDF before publishing.
- 03
Publish to the Client Portal and send an email with a PDF or a text link.
Worked example
What this looks like on a job
After rough-in, tell the homeowner what was completed, what inspection is next and when access is needed. Publish the reviewed update so the client can return to it later.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about client project updates
What can I do with client project updates?
Prepare project updates with a summary, completed work, upcoming work and important client notes. Save a draft, preview a branded PDF, publish the update to the Client Portal and send it by email or text link. Professional and Business add AI Rewrite for supported writing fields.
Which plans include client project updates?
Client updates, branded PDFs and portal publishing: all plans. AI Rewrite: Professional & Business, subject to usage limits. Sending requires valid recipient details.
Can I keep an update private until it is ready?
Yes. Save it as a draft while preparing the wording. Published updates appear in the Client Portal when that section is enabled.
How do clients receive a project update?
Email can include the branded PDF and a portal link. Text messages share the portal link. Review the recipient and message before sending.
Connected contractor workflows
Client portal
Give clients the shared documents, updates and closeout checklist.
Explore workflow →Daily logs & project notes
Leave a useful record of what happened on site.
Explore workflow →AI Rewrite
Turn rough job notes into clearer writing.
Explore workflow →Project closeouts & deficiency checklists
Close out the job with a photo for every deficiency.
Explore workflow →See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.