Each client gets one portal covering all of their projects, where they view estimates, invoices, messages, timeline, photos and documents, accept or decline estimates, pay open invoices, and upload their own photos. The contractor controls which sections are visible and, photo by photo, which images the client can see.
Where: Activate from the client or the project
Plans: All paid plans
Give a client portal access
Open the client from Clients, or open their project from Projects.
Activate the client portal there.
Choose which sections the client can see.
Send them the portal link — one portal covers all of that client's projects.
Clients accept or decline estimates from inside the portal, and request a new estimate if theirs has expired.
Decide which photos the client can see
Open the project and go to its Photos tab.
Use the eye control on a photo to hide it from the client, or show it again.
Photos the client uploads themselves appear in the same portal for both sides.
The eye control decides what the client sees; it does not move or delete the file.
Let the client add their own photos
The client opens their portal and uses the photos section to upload — for example a before shot.
You get a notification naming the client and saying the photo came through the client portal.
The photo appears on the project's Photos tab and in the portal for both sides.
Uploads are limited to 20 MB each; anything larger is refused with a plain explanation and the rest of the upload is kept.
Rules and limits
A photo hidden with the eye control does not appear in the client's portal.
Uploads over 20 MB are declined with a calm notice, not a red error, and nothing already uploaded is lost.
Clients see only the sections you switch on.
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.