Client and crew portals

Your clients and your crews each get their own portal. This video covers inviting them, what each one sees, signing in with a link or a code, portal chat, and payments from the portal.

Inviting a client

Open a project and find the Client portal box. If nobody's invited yet, the client's email and name are already filled in: click Invite, and they get a sign-in email from your company. Resend sends a new one, Copy link gives you a link to send yourself, and the X takes their access away at once.

Signing in

There's no password. On the portal, the client types their email, and ECHOPS sends a link and a six-digit code. They open the link, or type the code. The link works once, for fifteen minutes, and a sign-in lasts thirty days on that device.

What the client sees

The client sees their project in plain words: the step it's on, the start and the expected finish. Overview shows the latest update, their team with photos, the next payment and appointments. The tabs hold Updates, Messages, Payments, Documents and Photos. They never see your costs.

Updates

Click Post an update to put news on their page: a title, a few words, and up to twelve of the job's photos. Write with AI turns rough notes into a short update. Tick A milestone to mark it, and email it to the client. Tell the client, when you move a stage, posts here too.

Documents and photos

Documents lists what they've signed, like their quotes, change orders, contract and warranty. Photos shows the job's photos as the team adds them.

Payments

Payments shows the total, what's paid and what's left, line by line. If you take payments online, through Stripe in Settings, each open invoice has Pay now, and the client pays by card or bank transfer.

Portal chat

When a client writes on Messages, it lands in Chat, under Clients, and the job's team gets a notice. When you answer, the client gets an email. For a client who won't sign in, click Make a link for a no-login chat link, and Stop to end it. Call starts or schedules a video call they join from the portal.

Inviting a crew

Your subs' crews get a portal too. Open Labor, then Sub list, and click Change on a sub. Under Crew portal, invite the people on that crew by email. They sign in the same way, with a link or a code. Up to ten people can sign in to each sub's portal, and to each project's client portal.

What the crew sees

A crew sees every job on its sub's labor sheets: the scope and what they're paid, the changes the client signed, the materials without prices, the final spec sheet, the job's photos, and the project manager's number. It reads in English or Spanish, and their Messages go to the deal's chat.

Invite the client on the day the work starts, so they can follow every update and photo from the very first day. Next: Contacts.