Clients & client portal
Актуально для версии 26.99.5
Keep your customers in the loop without exposing your back office. Clients get a curated portal that shows progress, published reports and a running statement — and only what you choose to share.
How client data flows
1 · Real facts
Actual shifts, costs and internal notes — your private operating data.
2 · Moderation
You build a daily report, choose what is visible, and publish it.
3 · Client view
The client sees only published reports and a statement derived from them.
You decide what they see
Nothing reaches the client until you publish it. Worker names, individual lines and costs are all under your control, per project and per report.What the portal shows
- A money summary — charged, paid-in, this month, and balance.
- Per-project breakdowns and subobject cost summaries.
- The visible parts of the work plan and (for estimates) milestones.
- Published daily reports and a filterable account statement.
- A way to raise a dispute, if you enable it.
Tip
The client portal is an optional add-on. When it is off, clients simply can't sign in — everything else still works.В этом разделе
Client setup & contacts
Create clients, add multiple contacts, link projects, and grant or revoke portal access.
Deposits, refunds & statement
Record deposits, refunds and corrections; understand how published reports charge the client and how the balance is derived.
Moderation & visibility
Build and publish daily reports, control worker-name anonymity, hide lines, and choose subobject cost splits.
Client disputes
Enable disputes so clients can question published reports, then respond, resolve, reject or reopen the thread.