Customer collaborationWorking preview
Keep the customer close to the decision.
Explore focused job views and scoped change-order decisions.
Early working preview · Sample company · No card requiredCustomer collaboration
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
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Explore local customer job views
02
Keep decisions with the related change
03
Record scoped approval and decline receipts
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Show a customer the part of the job they need to review. Local guest views support trusted review; the cloud change-review slice records an approval or decline for one scoped change.
Keep decisions with the related change
Explore in the previewRecord scoped approval and decline receipts
Explore in the previewCURRENT AVAILABILITY
Try the workflow. Know the boundaries.
Full hosted customer portals are pending. The cloud change link has isolated acceptance evidence, proves link possession only, and is not a certified signature.
Read the full product statusWorking preview
Customer collaboration
- Release stage
- Early working preview
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Explore sample records
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.