The client portal

The client portal is the page your clients land on when you send them something. There's no signup and nothing to install. Add the client in Project Access before sending a record. Everything you've shared on that project shows up in one place, and they can act on it right there.

How a client gets in

1. Add the client in the project dashboard's Project Access panel, then send a proposal, contract, change order, or invoice to their email. (See Customize & send a record.)
2. Foreman emails them a link. Opening that link is their login — the link itself is the credential, so there's no password to set up.
3. A sent record’s link opens that document in their project workspace. They can also navigate the projects and records their access permits.

What the client sees

A record opens with its document and the actions available to that recipient. If the client opens a Project Portal overview link instead, its header shows the project name and "Shared with [their name]", and shared records are grouped by type:

• Agreements — proposals, contracts, and change orders.
• Invoices — bills to pay.

From that overview, they click any row to open a record full-screen. To open the full project workspace, they click Open your project workspace at the top.

Reviewing and signing

1. The client opens an agreement and reads it as a PDF, page by page.
2. To sign, they click into the signature field and adopt a signature (typed or drawn), then click Complete Signing.
3. To turn it down, they click Decline and confirm in the dialog with Decline Proposal.
4. If the agreement doesn't ask for a signature, there is no sign-off button — instead they get a comment box and Send Feedback, which marks the record commented and notifies you.

Opening the agreement records that it was viewed. When every required recipient signs, it becomes accepted automatically. Sending feedback on a record without a signature request does not accept it.

Paying an invoice

1. The client opens the invoice from its email link or shared records.
2. If online payment is enabled for the invoice, they click Pay Online. Stripe payments use the enabled card or bank-transfer options in the portal; QuickBooks payments open the QuickBooks-hosted payment page.
3. Once the payment is confirmed and recorded, the invoice balance updates. It becomes Paid when the full balance is covered.

Questions and replies

Every record shares its message thread with the client. They can reply right below the document — questions, clarifications, sign-off notes — and their messages land on the record and in your Messages inbox, so the back-and-forth stays attached to the thing it's about.