- Features
- Client Portal
One secure link. Everything your client needs.
Clients view and accept estimates, sign contracts, pay invoices, and download documents from a passwordless portal — no logins, no friction, every action tracked.

Passwordless magic-link access
Clients get a secure link — no account to create, no password to forget. Links expire and every open is logged, so you always know where a document stands.

Accept, sign, and pay in one place
Your client reviews the estimate, signs the contract, and pays the invoice from a single branded portal instead of a scattered email thread.

Every action tracked
Viewed, accepted, signed, paid — each event is recorded with timestamp and device so you have a clear, defensible history of the engagement.

Everything in Client Portal.
- Magic-link access
- No passwords, expiring secure links.
- Accept & sign
- Estimates accepted and contracts signed online.
- Pay online
- Invoices paid directly from the portal.
- Document downloads
- Branded PDFs available any time.
- View tracking
- Know exactly when a client opened a document.
- Audit trail
- Timestamped, device-aware event history.
From lead to paid.
In one flow.
Set up your workspace in a few minutes and send your first estimate today.

