Client portal

Short answer

Each client gets one portal covering all of their projects, where they view estimates, invoices, messages, timeline, photos and documents, and accept or decline estimates. The contractor controls which sections are visible.

Give a client portal access

1. Open the client from Clients, or open their project from Projects.
2. Activate the client portal there.
3. Choose which sections the client can see.
4. Send them the portal link — one portal covers all of that client's projects.

Clients accept or decline estimates from inside the portal.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.