When you create a project for a customer, they can follow it in Client Hub. They see their progress, their balance, and their scheduled jobs, without calling your office.
Their Project List
Customers click Projects in their Client Hub menu. They see only their own projects, even when they change the time range. Each project card shows its status, the remaining amount, the total amount, and the start and end dates. They can search, sort, and use the status tabs: All, Pending, In Progress, Completed, and Cancelled.
Their Project Page
Opening a project shows:
The progress bar and current status.
The project lead and the property.
The same money totals you see: contract price, change orders, total, paid, and remaining.
Tabs for Overview, Quotes, Jobs, Invoices, and Photos & docs.
A calendar of their scheduled jobs.
What Customers Can Do
Approve quotes: An Approve button appears on quotes waiting for approval. Once a quote is approved, the button goes away.
Pay invoices: They pay right from inside the project. Their paid and remaining amounts update right away.
Request Quote and Jobs: Use the Job and Quotes tab to view and request more jobs.
Example: Your customer opens their project on their phone, approves the add-on quote you sent, and pays the deposit invoice. You see the new totals on your side as soon as they finish.
What Customers Can't Do
Customers can't change anything about the project itself. There's no status dropdown for them, so only your team moves a project between statuses.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.