Client Management Features

Ditch the spreadsheets and keep all client information in the same place.
All client quotes, projects, invoices & documents are securely stored.

Frequently Asked Client Management Questions

Here are some frequently asked questions around the client management features.

Q: Can clients access their data?

A: Yes, your account comes with a built-in client portal so when you give your clients a login username and password, they are able to see their quotes, invoices and projects.

Q: How do clients contact us to ask us questions regarding their projects?

A: When they login to the client portal, they will be able to see and reply to your emails, as well as start new email conversations.

Q: What do clients see when they login?

When a client logs in, they will be able to see:

  • Enquiries
  • Quotes
  • Projects
  • Project documents (that you have set to be “public”)
  • Invoices
  • Communications (emails)

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