Share a link with your client
Share a link that shows the client their payments, project spending and photos, no sign-in needed. Revoke it any time.
Steps
- Open the project
- Open Settings
- Turn on Client can view the project
- Choose what the client sees
- Tap Make the client link
- Send it on WhatsApp or copy it
- This is what the client sees, no sign-in
More lessons
Duration: 0:45Sign up and create your company
Sign in with your email, no password: open the link we send, type your company name and start the same minute.
Duration: 0:32Create a new project
Create a project with its name, client and contract value, then follow what came in, what went out and what is left.
Duration: 0:32Record a client payment
Record every amount the client pays you and how, so the collected share of the contract and the balance update at once.
Duration: 0:28An expense with its receipt photo
Type the amount and snap the receipt: the expense is saved with its photo in three taps, even offline.
Duration: 0:40Engineer custody: give and settle
Give a site engineer custody money, follow what they spend from it, then settle it when they return the rest.
Duration: 0:43Contractors, suppliers and their dues
Link a contractor to the project with the agreed amount, record payments and always know what is still owed.
Try it on your own project
The first project is free. Sign up and start the same minute.