Client portal: your client follows the project with one link
Send your client one link to follow their project: contract value, paid and remaining, spending, stages and files — no account or password, and your vendor details stay hidden.
The short answer
The client portal is a page in your office’s branding that you share over WhatsApp. Your client sees the contract value, what they’ve paid and what remains, transactions, stages and the files you choose to share — without creating an account. Vendor details stay hidden, and you can switch the link off or replace it anytime.
What your client sees
- Contract value, amount paid and amount remaining.
- Transactions on their project, with receipts.
- Project stages and progress.
- Only the files you mark as visible to the client.
- Payment requests you send, which they can answer with “Paid”.
What you control
- Supplier and contractor details are never shown to the client.
- Turn the link off anytime, or generate a new one that cancels the old.
- Shared on WhatsApp, the link previews with the project and client name.
Every project, on every plan.
Frequently asked questions
Does my client need an account?
No. The link itself is the key — no password needed.
Do portal pages show up on Google?
No. Portal pages are excluded from search engines and only open for someone with the link.
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