Client portal
A portal for clients. No email chasing.
Which trade is yours?
You share only what the client should see.
Anyone with the link can read it
{
"view": "All jobs",
"records": [
{ "title": "Bathroom renovation", "state": "Probíhá" },
…
]
}
Pages and views can be shared outside the team too
The moment the order status changes, the client gets notified automatically.
Bathroom renovationAwaiting approval
Approve offerNotification sent
A button on the page triggers any action
The client sees only their own order.
Jane WalkerCompany · detail
JobsShowing
128 recordsBathroom renovationProbíhá
Service contractHotovo
The company has its own linked jobs view