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Customers & follow-ups

Give customers their Client Hub

One private link for quotes, invoices, visits and requests.

Available on: Company plan and full-feature trials

Sharing

  1. Open a customer record.
  2. Copy or text the Client Hub link.
  3. Customers can approve quotes, pay invoices, see visits, request work and update contact details.

Invoice texts include the hub link while your Company access is active. Individual quote and payment links remain available on all plans.