The Client Portal gives your clients a self-service area where they can view invoices, pay online, accept estimates, track project progress, and access their system logbooks — all under your branding.
Password-Based Login
Clients create a password the first time they accept an invitation. After that, they log in with their email and password whenever they want.
Enabling Portal Access for a Client
- 1 Go to Contacts → Clients and select a client
- 2 Click the Portal tab
- 3 Add a contact with their email address
- 4 Toggle Portal Access on for that contact
- 5 Click Send Invitation to email them a setup link
What Happens Next
When you send the invitation, the client receives an email with a Set Up Your Portal Access button. Clicking it takes them to a page where they create their password. Once set, they can log in anytime at your portal login page.
Invoices
View all invoices with status, amounts, and due dates. Pay online via Stripe.
Estimates
View estimates and accept or reject them with one click.
Payment History
See all payments made with links to the original invoices.
Projects & Logbooks
Track project milestones and maintain system logbook entries for compliance.
Portal Dashboard
When clients log in, they see a dashboard with:
- Outstanding balance
- Recent invoices
- Pending estimates awaiting response
- Active projects with system logbooks
Re-sending Invitations
If a client hasn't set up their password yet, you can re-send the invitation from the client's Portal tab. If they have already set up their account, they can use the Forgot password link on the login page to reset it.