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The client portal

What clients can see and do on their own.

Access

Clients sign in with a one-time link sent to their email. No passwords to forget.

What they can do

View and approve quotes, see upcoming visits, pay invoices, download receipts, submit new requests and manage email and SMS preferences.

What they cannot do

See other clients' data, internal notes or anything you have not shared. Portal access can be turned off per client.