Your client's own page

A client who has dealt with you for a year holds a quote, an agreement, four invoices and a change order. Each arrived in its own email with its own link, and if they deleted the email they lost the document.

The hub is one page that answers what do I have with these people? — and then gets out of the way.

What your client sees

One page showing:

• What needs their attention — something unsigned, something unpaid.
• When you are next coming, named by the job — Furnace tune-up and filter — or the service they booked online.
• What they are due again for — Gutter cleaning — due around April 12 — with Book it, which opens their own booking link with that work’s service chosen, or the request form with the work named where you do not book it online. Only while Client Reminders is on.
• Their repeat visits — each with how often and the next few dates, saying so while one waits for you to confirm it, and Stop repeating from one of its coming visits after the first. Visits already booked from then are called off, and you are emailed the moment they stop it.
• Every document they hold with you — quotes, agreements, invoices, change orders — each by its name, and an invoice by the job it bills.
• A job under way, stage by stage, with Projects on and the job planned: each stage with its dates and where it has got to — Not started, Under way, Done — its visits, past and to come, each with its own tracking page; the notes and photos you shared, under the stage you tagged them to; and its payment schedule, what is paid and what is due when. Never a task, an hour, a person’s time or a cost. If it cannot be read, the rest of the hub still shows.
• Their warranties, where they have any.
• What was done — every job you have finished for them, newest first, with the notes and photos you shared from it and the checklists you publish (see Job checklists). A finished job you shared nothing from is still listed, by name and day, so it reads as their history. A photo report you sent them is there too, under its job, as a download of the report as it was sent (see Make a photo report); one you sent only to somebody else, an adjuster, is not.
• Pay what you owe — every invoice they owe on, paid together in one card payment where you take cards.
• Which card pays an agreement — Paid automatically with Visa ending 4242 — with Change card, which opens the agreement’s own page at its card.
• The documents you shared — a permit, a manual, an inspection report — each a download, under the job it is on.

Each row opens that document’s own page, where that document’s own rules apply. The hub does not reproduce a proposal; it takes them to it.

A client with several buildings

For a client with more than one location (see Keep a client with several buildings), the hub groups what it lists under each building by its name and address, the main one first: their invoices, quotes and change orders, what was done, and their equipment. Anything at an address that is none of their buildings is listed last, under Elsewhere. Their next visit says which building it is at. Agreements stay one list, because one can cover several buildings. A client with one location sees the hub as it always was.

It is not an account

Nobody registers and nobody chooses a password. The hub is reached from a link you send, and nothing is created by them visiting it.

That is deliberate. A client portal that asks a customer to invent another password is a portal customers do not use, and it would make you responsible for a set of credentials you do not want.

Send a client their link

The link is on the client’s page in your console, on its Communication tab in the Links panel, under Client hub link — Copy puts it on your clipboard. Send it however you normally talk to them. It stays the same once made, so copying it again sends the link already in their inbox.

Unlike most links you send a client, it never expires: the hub is a standing relationship, and a link that died would lock a client out of their own records. What protects it is the code the hub sends to the email or phone number on their record before it shows anything of theirs. The others are in The links you send clients.

Turning Client Hub off on the Tools page closes the page. A link you have sent opens on This page is not open right now, with your phone number or email, and nothing of theirs; Files from clients goes with it. Notes and job summaries you send stop linking to it — a summary goes by email alone. Add Client Hub again and every link opens as before: the links themselves never change.

Let them ask for something

Where you have the request form turned on, the hub gives your client Ask for more work, and Request warranty service on each warranty still running — one that reads Covered or Expires soon — without ringing. The request arrives on your Leads page already naming them, and a warranty’s request names the job and the warranty in its message. A warranty not started yet, or expired, offers no way to ask.

A client with several buildings is asked Where is it? first — each of their buildings, or Somewhere else. The building’s address is filled in on the booking page or the request form they open, and the work is at that building like any other. Somewhere else leaves the address for them to type; the new address is then offered to you under the client’s Suggested locations, to add with one press.

If the form is off, the hub gives your phone number in place of Ask for more work, or your email where you have no phone on file. A running warranty offers Call and your phone number instead of Request warranty service, and nothing where you have no phone on file — never your email.

Pay what you owe

Where your client owes on two or more invoices you can take by card, the hub offers Pay what you owe with the total. Each invoice is chosen to start with; they can leave out any they will pay another way, and pay the rest in one card payment. A deposit — for a proposal or a booking — is listed with a note to pay it on its own page, because paying it does something there.

You see a payment on each invoice for its balance, with its own receipt to the client, and the platform fee is worked out once on the total. There is no tip line on it: a tip belongs to one job’s crew. If an invoice is paid another way, voided or changed while they are on the payment page, its share goes back to their card at once and you get an email saying so; the others stand. Each invoice’s own page still pays it by itself.

Share a document

A permit, a manual, an inspection report: Add a document under Documents on the client’s Work tab in your console, or on one of their jobs — a PDF or a photo (JPEG, PNG or HEIC), up to 15 MB, with the name it is listed by. A document on a job is on the client’s page too, under the job’s name.

A document is yours until you share it:

• Share puts it on their hub under Your documents, newest first. Stop sharing takes it off at once.
• Send shares it and tells them it is there — by email, and by text where they agreed to texts and your plan sends them. The message is in their communication history.
• Void takes it off every list and off their hub. The record that it was added, and who voided it, is kept.

Anyone whose role sees the client (or the job) can download a document; adding, sharing, sending and voiding need a role that changes it. A download saves the file under its name rather than opening it in the browser, and the link lasts only minutes. A document counts against your business’s storage, on every plan; when storage is full, Documents says so and another is refused before it uploads, and what you already shared stays on their hub. A document whose file was removed to free space stays on the list saying so, and leaves their hub.

Let them write to you

The notes you send a client from a job appear on their hub as that job’s conversation, with a box to answer — and the photos you chose when you sent the note, where you chose any. A client can also start a note: under Write to your business, each of their open jobs, and each finished in the last ninety days, has Write about this job.

What they write is a note on that job, not a message in an inbox. It reaches whoever last wrote to them on the job — or the Owner, when nobody has — by email and in For you. A job finished longer ago keeps its conversation for them to read and takes no new notes; an archived job leaves their page, conversation and all. For new work they use Ask for more work.

Control what they see

The hub shows documents they already hold. Beyond that, what appears is up to you:

• A note or photo on a job appears under What was done only once you mark it visible to the client — the same notes and photos their invoice shows. Your other notes, your costs and the photos you keep to yourself never do.
• A checklist appears only where you marked its template so, and turning that off means today — including for work that finished last year.
• A stage of a planned job can be hidden from the client with Hide from client on its Plan tab. A hidden stage, its visits and the photos tagged to it — and a note sent with those photos — are left out, silently, here and on their invoices. A payment due on it still shows, without naming it.
• An archived job is not listed.
• A document appears only while you share it, and never once voided.
• Internal steps never appear on their copy.